

REAL ESTATE
HOW WE CAN HELP YOU!
It is a well known fact that real estate is one of the best asset classes that an investor can be involved in. For active participants, however, keeping up with the accounting for each investment can be a daunting task. Even worse, poor accounting leads to missed tax saving strategies.
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Fortunately, through our experience working with real estate investors, we have developed systems that we know work and can greatly reduce the headache that comes with keeping up with critical bookkeeping tasks.


1
Bookkeeping & Financial Reporting
By properly structuring your chart of accounts and using a combination of location and class tracking, we are able to easily account for each investment's operations, enabling investors to see in real time what they are making on each real estate investment. By tracking repair costs, capital expenditures, invoicing, vendor bill payment and much more, we can be a complete solution for real estate investors.
2
Tax Planning & Preparation
We help investors extract the most tax savings possible out of their real estate investments, which is one of the reasons real estate is such an enticing investment class. Our involvement in the day to day accounting allows us to tax plan throughout the year and help our investors understand how to unlock the maximum tax savings that comes with real estate ownership.
3
Other Services
Additional services that we perform for our real estate investors include;
- Cost Segregation Studies
- 1099 Tracking & Preparation
- Tenant Invoicing
