Real Estate Investor Tax

Tax & accounting for real estate investors

Rental income, depreciation strategy, and multi-property bookkeeping for landlords and investors nationwide.

Overview

Real estate is one of the most tax-advantaged asset classes — when your returns are prepared correctly. We handle rental income, depreciation, cost segregation coordination, and multi-property books.

Investor Tax Preparation

  • Schedule E rental income
  • Depreciation schedules
  • Passive activity loss tracking
  • 1031 exchange coordination
  • Short-term rental (STR) rules
  • Multi-state investor returns

Bookkeeping & Reporting

  • Property-level bookkeeping
  • Rent roll reconciliation
  • Vendor & repair tracking
  • Portfolio-level financials
  • Cash flow reporting
  • Year-end packages

Why clients choose us

  • Investor experience
  • Multi-state ready
  • STR aware
  • 1031 coordination
  • Portfolio reporting
  • Year-round advisor
Ready to Get Organized?

Whether it's bookkeeping, payroll, tax, or IRS help — we're here.

Schedule your confidential consultation today. Virtual and in-person appointments across all 50 states.

Confidential & secure. We respond within one business day.