Half bookkeeping. Half tax strategy. All real estate. We give investors the clean books their decisions depend on and the proactive tax planning that turns those decisions into money kept — not just money made.
We work exclusively with real estate operators. That focus means we know your strategies, your forms, your audit risk, and your exits — cold.
Entity structure across states, suspended PALs, basis tracking, and depreciation schedules that don't lose money to typos.
Schedule E · Multi-state · BasisDealer vs. investor classification, S-corp election timing, self-employment tax, and clean books for every property cycle.
Dealer status · S-corp · SE tax1099 income optimization, S-corp election thresholds, home office, mileage, retirement plans, and the deductions agents miss every year.
1099 · S-corp · SEP / Solo 401(k)Material participation, average-stay rules, and the "STR loophole" against W-2 income. We get the documentation right the first time.
REPS · Avg stay · Cost segDealer status, assignment-fee accounting, S-corp election timing, and the recordkeeping that holds up when deal volume spikes.
Assignment fees · S-corp · 1099sFrom sloppy books to missed tax moves — same six holes show up almost every time. Here's the damage, and what we plug.
Most investors take 27.5-year straight-line depreciation and stop there. A study reclassifies 20–30% of basis into 5- and 15-year buckets — front-loading deductions when you need them most.
Holding flips in your name. LLCs taxed as partnerships when an S-corp would save self-employment tax. Multi-state portfolios with no holdco. Bad structure compounds every quarter.
The Real Estate Professional Status election (and the STR loophole) can turn paper losses into a shield against your active income. Most investors qualify and don't claim it — or claim it and can't document it.
Capital improvements expensed. Closing costs forgotten. Land value over-allocated. When you sell, the IRS uses their basis — not the one you wish you had records for.
Owner draws coded as expenses. Personal cards mixed with business. Reconciliations skipped for months. By April, your accountant is doing forensic work on the clock — and your deductions are guesses.
You can't tell which doors print and which ones bleed. Rents, mortgages, and repairs lumped into one bucket. Without per-property books, you can't price refis, dispositions, or your next acquisition.
Our annual fee is a fraction of that. The first 30 minutes are free.
Every tier includes year-end returns and quarterly check-ins. The difference is how deep we go — and how proactive we are between filings.
For new investors with primarily a rental or two or flipping side business. Built to keep the IRS happy and your records audit-ready.
For investors scaling a portfolio. Proactive planning, entity optimization, and the strategic moves between filings that change your number.
For sophisticated operators and developers. Embedded financial leadership — a fractional CFO who knows real estate and the books behind it.
A rough estimate based on what we typically recover for portfolios your size. Conservative assumptions, real numbers — refined on the call.
Estimates only. Actual savings depend on holding period, marginal rate, prior depreciation, and your situation.
Get the real number →Four phases. Predictable cadence. No surprises in April.
30 minutes. We map your portfolio, the holes we usually see, and what changes would move the needle most.
We pull two years of returns and books, model alternate structures, and deliver a written tax plan with dollar impact and timeline.
Entity work, cost-seg coordination, basis cleanup, election filings, books rebuilt or onboarded. You see the change instantly.
Tax projections every quarter, with adjustments before December — so April is paperwork, not a panic attack.
Three engagements, anonymized. Names changed; numbers haven't.
Qualified for the STR loophole via documented material participation. Cost-seg studies on all three properties accelerated $612K in deductions. Used against W-2 income in year one.
Four entities, two bank accounts, transfers flying between them with no documentation. We rebuilt intercompany ledgers across three prior years, cleared $410K of unreconciled owner draws, and stood up monthly close so every entity's P&L finally tied.
Three years of commingled receipts, no per-project P&L. We rebuilt books project-by-project, recovered $61K in miscategorized capital improvements, elected S-corp, and shaved $33K off SE tax going forward.
We came in thinking we needed a better bookkeeper. We left with an entity restructure, a cost-seg plan, and an STR election we didn't know we qualified for. The first year paid for the next ten.
Every summit starts with knowing where you stand. 30 minutes, free — we'll get your footing solid and tell you the next three moves.
Book a free strategy call →