Maximize The Value Of Your Real Estate Investments

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Tackle your challenges and opportunities with strategies to grow and secure your real estate portfolio.
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We understand your challenges

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Owning real estate investments means juggling ongoing challenges:

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Selecting the right entity to hold your property

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Property tax planning

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Trading one property for another (1031)

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Estate planning impacts of real estate ownership

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Restructuring debt to improve cash flow

Our Solutions

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We help real estate owners & investors minimize risk while profiting from opportunities.

Because the demand for real estate is closely tied to the economy and local conditions, it’s crucial to have an accounting firm that works proactively with you.

Compliance

Getting the compliance work done is the first step.

Lenders may require an audit or review of your financial statements. We’ll provide the level of financial reporting needed, and also prepare your individual and entity tax returns to satisfy filing requirements.

Tax and Estate Planning Strategies to maximize your investments.

When you hold your properties in the right entity and have a strategic tax plan in place, you’ll take advantage of all allowable deductions. Cash flow & budget projections show you where you stand and help anticipate expenses and revenue. A solid estate plan ensures your investments are protected.

Guidance

Strategies

Strategic planning tools to help you maximize tax deductions and property value.

  • Cost Segregation Studies
  • 1031 Exchanges
  • Delaware Statuary Trusts

Get the most from your monthly numbers.

Day-to-day accounting tasks can eat up time better spent elsewhere. Whether you need monthly bookkeeping or a bit more guidance around your financials, our outsourced bookkeeping, controller & CFO services are customized to fit your needs.

Outsourced Accounting Services

Who We Work With

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We help real estate owners, investors, brokers, developers, and property management companies with commercial & residential real estate needs

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Commercial / office

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Industrial and office buildings/ condominiums

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Retail

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Hospitality: hotels, motels & resorts

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Multi-family: apartment building / complexes

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Manufacturing plants & distribution centers

5-Ways-Outsourced-Accounting-Grows-Your-Business

Get back to the joy of growing your business

Learn how outsourcing parts of your accounting can save you time and money, and free you up to work on the big ideas that make things happen.

Meet Your Team

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With over 80+ years of combined real estate experience and knowledge, our team is dedicated to working with you on your specific real estate projects and needs

Maximize your ROI

What Our Clients are Saying

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