Real Estate CPA Services for Rentals, 1031 & Cost Segregation
Tax, audit, and accounting services for common interest realty associations, homeowners associations, condo associations, co-ops, real estate investors, developers, and operators, including 1120-H, 1031 exchanges, cost segregation, CIRA accounting, HOA accounting, and board reporting.
Real Estate and Association Tax 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
Common Interest Realty Association Accountant Services
Common interest realty associations have a different financial reporting profile than real estate investors. HOA boards, condo associations and co-ops often need a common interest realty association accountant for audit, review, compilation, Form 1120-H tax, reserve-reporting, and property-manager coordination 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
Real estate and CIRA tax planning is records-specific
Real estate and association tax outcomes depend on the asset type, ownership structure, placed-in-service dates, exchange timing, association rules, exempt-function income, reserve activity and the taxpayer's ability to use losses or deductions.
How does Kurt Simmons CPA help common interest realty association and real estate clients?
Short answer: Kurt Simmons CPA provides real estate CPA support for tax planning, rental loss issues, cost segregation, 1031 exchange coordination, entity structuring, financial reporting, operators, investors, and CIRA/HOA accounting where needed.
- Tax planning for investors, developers, property owners, and operators.
- Cost segregation, depreciation, 1031, and real estate professional issues.
- Accounting and reporting support for portfolios, projects, and associations.
Get Real Estate and Association CPA Help
Bring the property, association, tax, and reporting facts, and we will scope the right CPA support.