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Expert Tax Services for Every Corner of Property Management

CPA-led expertise to handle every aspect of property management taxation, from compliance and filings to advanced real estate strategies.

Talk to an Expert

All-Inclusive Tax Services

Tax Solutions for Property Managers

Our CPAs specialize in real estate taxation, offering a full suite of services tailored to property managers. From filings and compliance to advanced strategies like bonus depreciation and cost segregation, we’ve got you covered.

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Seamless filing for property management businesses of all sizes.

  • Federal, state, and local tax compliance
  • Form 1099 and CA Form 592 preparation and filing
  • Corporate, rental property, and real estate-specific tax filings

Maximize your savings with strategies designed for real estate.

  • Bonus depreciation to boost cash flow on rental properties
  • Cost segregation studies to accelerate depreciation schedules
  • Capital improvements and expense categorization for optimal deductions

Stay audit-ready with thorough records and processes.

  • Ensure all filings meet IRS and state requirements
  • Maintain detailed documentation to support deductions and filings
  • Proactive guidance to prevent compliance issues

Plan ahead to stay compliant and save more.

  • Tailored strategies to reduce tax liabilities and maximize deductions
  • Year-end planning to ensure compliance and optimal savings
  • Ongoing updates on tax regulations impacting your real estate business

1099 Compliance Services

Preparation & Filing

  • We handle the preparation and electronic filing of Form 1099s using FIRE or IRIS platforms.
  • Ensure accurate and timely reporting of all payments to vendors, owners, and contractors.
  • Manage federal, state, and local filing requirements to keep you compliant.

Compliance & Documentation

  • Stay ahead of IRS regulations with our proactive compliance solutions.
  • Ensure all filings meet updated electronic filing mandates with no added stress.
  • More information on our 1099 Services

OUR PROCESS

Our streamlined process will ensure a smooth transition for you.

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Submit a Form

Fill out a quick form on our website to get started.

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Discovery Call

We’ll schedule a call to learn about your current operations and goals.

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Questionnaire

Complete our questionnaire to help us understand the full scope of your needs.

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Customized Proposal

We calculate the required hours and scope, then provide a flat-fee proposal—no hourly surprises.

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Kickoff Call

Once the proposal is signed, we’ll have a kickoff call to review the plan and begin the project or service.