Real Estate Tax and Accounting Expertise
Real estate transactions and operations create unique tax planning opportunities and accounting challenges. We help investors, developers, and operators navigate the complexities of real estate taxation while maximizing the available benefits.
Who We Serve
- Individual real estate investors
- Real estate developers and builders
- Property management companies
- Real estate funds and syndications
- Common interest realty associations, HOAs, condo associations and co-ops
- 1031 exchange participants
- REITs and real estate operating companies
Tax Planning Services
- 1031 like-kind exchange planning and compliance
- Cost segregation study coordination
- Opportunity Zone investment structuring
- Real estate professional status qualification
- Passive activity and material participation analysis
- Entity structuring for asset protection and tax efficiency
Accounting and Reporting
- Partnership and LLC accounting for real estate ventures
- Investor reporting (K-1s, capital accounts, waterfalls)
- Development project accounting
- Property-level financial reporting
- Audit and review engagements for real estate entities
CIRA, HOA and Condo Association Services
Common interest realty associations have a different financial reporting profile than real estate investors. HOA boards, condo associations and co-ops often need audit, review, compilation, tax and reserve-reporting support that can stand up to owner scrutiny and governing-document requirements.
- HOA and condominium association audits, reviews and compilations
- Form 1120-H versus Form 1120 tax analysis and filings
- Operating fund, reserve fund, assessment and special assessment reporting support
- Developer turnover, property-manager transition and board-ready financial statement support