Rental real estate comes with tax and accounting challenges that generalist CPAs often overlook. We take a real estate–focused approach designed to reduce surprises, improve clarity, and support long-term growth.

Our work with rental real estate investors typically includes:

- Proactive tax planning to avoid missed deductions and surprise tax bills
- Depreciation strategy and coordination with cost segregation
- Guidance around passive activity loss rules, REPS eligibility, and short-term rental considerations
- Clean bookkeeping across properties and entities
- Entity structuring aligned with long-term investment goals

We provide rental-focused tax planning and compliance services designed to minimize tax exposure while keeping you fully compliant as your portfolio grows.

Services in this area include:

- Rental property tax return preparation
- Proactive tax planning to reduce surprises
- Depreciation planning and coordination with cost segregation studies
- Passive activity loss and REPS guidance

Accurate, real estate-specific accounting is essential for understanding performance and making informed decisions. We help rental investors maintain clean and organized records across properties and entities.

Services in this area include:

- Rental-focused bookkeeping and reporting for long-term and short-term rental properties
- Schedule E support and reconciliation
- Property-level income and expense tracking across rental types
- Multi-entity accounting for growing portfolios

As portfolios grow, entity structure and planning decisions become increasingly important. We help rental investors structure and adapt their businesses with long-term tax efficiency in mind.

Services in this area include:

- LLC and partnership structuring for rental portfolios
- Planning for acquisitions, dispositions, and refinances
- Advisory support as ownership structures become more complex