Real Estate Investors
Built for
real estate investors.
Property-level P&Ls, cost segregation, 1031 exchanges, and multi-state compliance, from a team that understands depreciation the way you do.
Focus
Investors only
States
50-state coverage
Portfolios
1 to 1,000+ doors
Tax strategies
Strategies that move the needle.
Depreciation & cost segregation
Cost segregation studies and accelerated depreciation to maximize investor deductions.
1031 exchange planning
Strategic planning for tax-deferred exchanges on investment property sales.
Entity structuring
LLCs, partnerships, and holding companies for liability protection and tax efficiency.
Passive loss strategies
Real estate professional status and structuring to maximize passive activity losses.
What's included
Everything a real estate
portfolio needs.
Rental property bookkeeping
Property-level P&L tracking
Cost segregation coordination
1031 exchange guidance
Entity formation & structuring
Quarterly tax planning for investors
Schedule E preparation
Multi-state property compliance
Investor K-1 preparation
Cash flow analysis by property
Who we serve
Every property type.
Single-family rentals
Multi-family investments
Short-term rentals (Airbnb/VRBO)
Commercial real estate
Fix-and-flip operations
Syndications & funds
Frequently asked
Answers before you ask.
Ready when you are
Investor-grade accounting?
Start your 14-day trial. Meet the team, review your portfolio, and see the tax plan before you pay a cent.
14 days · No card · Keep the deliverables