Real Estate Transactions and Planning
Advisory Services
Specializing in the Industry-Specific Challenges and Financial Needs of Real Estate Agents, Brokers, Developers and Investors
We know that success in the real estate industry takes effective long-term strategic planning and good management of day-to-day operations. We help our clients address the most common issues real estate industry professionals face during acquisition, development, holding and selling property.
We have worked with a diverse range of clients in the real estate industry, including commercial and residential developers, investors, brokers and agents, attorneys, homeowner’s associations, and insurance providers.
Real Estate Services
- Tax planning and compliance
- Accounting and bookkeeping
- 1031 exchanges
- Cash flow analysis
- Business formation and entity selection
- Tax deferral transactions
- Passive activity deductions
- IRS problem resolution
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Going far beyond the standard accounting and tax services, our CPAs specialize in several industry areas and are in tune with the opportunities and challenges faced by each.
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We are committed to providing you with the tools you need to make sound decisions every day. Check out our extensive mix of educational resources, and please contact us should you need any help finding the answers to your questions.
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