Tax Preparation & Filing
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
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.
Focus on Growth. We will Handle the Numbers.
From bookkeeping to tax optimisation, we handle every aspect of your finances so you can focus on growing your business.
Real Estate Tax Optimization
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
Compliance & Documentation
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
Tax Planning & Strategy
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.
Submit a Form
Fill out a quick form on our website to get started.
Discovery Call
We’ll schedule a call to learn about your current operations and goals.
Questionnaire
Complete our questionnaire to help us understand the full scope of your needs.
Customized Proposal
We calculate the required hours and scope, then provide a flat-fee proposal - no hourly surprises.
Kickoff Call
Once the proposal is signed, we’ll have a kickoff call to review the plan and begin the project or service.