Industries · Real Estate
Outsourced accounting and tax strategy.
Property managers, developers, investors, brokers and agents can save time when they take advantage of our outsourced accounting services and avoid tax problems with our tax planning strategies.
What we handle
Real estate carries a unique tax and accounting profile. Our work for real estate clients spans bookkeeping, tax strategy, and entity reporting.
Accounting and bookkeeping
Traditional accounting and bookkeeping services to Glendale-area businesses.
Tax services
Business tax return preparation and year-round tax planning to minimize tax liabilities.
QuickBooks setup and training
Setup, version selection, and staff training on QuickBooks.
Business formation
Matching to the appropriate entity type plus startup guidance.
IRS resolution
Working on your behalf to resolve audits, tax liens, levies, and more.
Outsourced controllership and CFO
Outsourced controller and CFO support for real estate businesses.
Cost segregation analysis
Cost segregation analysis to identify accelerated depreciation opportunities.
1031 exchanges
Support for Section 1031 like-kind exchanges and tax deferral transactions.
Passive activity deductions
Planning around passive activity deductions for real estate holdings.
Month-end closings
Month-end closings, budgeting, and projections.
Who we work with
From individual investors to growing portfolios.
Property managers, developers, investors, brokers, and agents across California. Each engagement is structured around how the work actually flows in your business.
Ready to talk?
Schedule a free initial consultation. We will review your current structure and tell you how we can help.
Schedule a Free Consultation