Back to top

Real Estate Development and Investment

Taxation of real estate is one of the most complex areas of the tax code. Depreciaton rules change regularly and improper set up of assets acquisitions can significantly delay or even lose depreciation deductions. The consequences of good or poor tax planning can make or break a project.

We have more than thirty years of experience in dealing with all aspects of real estate planning and taxation, from setting up a simple rental investment to handling a multi-phase, multi-enity, mutlit-year, and multi-million-dollar real estate development.

Tax Services

  • Income tax returns preparation and filing multi-state tax returns
  • Depreciation schedules, including depreciation options and elections to fit your business
  • Tax Planning
  • Capital asset planning and strategy
  • Support
  • Like kind (1031) exchange
 

Accounting Services

  • Bookkeeping services and consulting
  • Payroll processing and filings
  • Financial statements, reporting, and management reports
  • QuickBooks set-up, training and consulting

Consulting Services

  • Business planning, financial projections and budgeting
  • Selling, exchanging, and/or real estate development
  • Entity Set-up and organizational structures
  • Project benefits, including development of assets list and IRS IRS Audit project indirect cost allocation
  • Ownership transfer (buy-ins/buyouts) planning
  • CFO Services
 

Assurance

  • Financial statement reviews and compilations
  • Internal control reviews
  • Agreed upon procedures
  • Financial statements for bonding