Your Bookkeeper
- Tracks rental income and expenses (maybe)
- Doesn't coordinate across properties
- Doesn't understand cost segregation studies
- Doesn't know material participation rules
Tax Services for Real Estate Investors
You're acquiring properties and managing tenants. Not tracking depreciation schedules in spreadsheets.
Your fragmented tax setup is costing you $19K-$36K annually. Or if you have 10+ properties, $300K-$900K.
The Real Estate Investors Tax Problem
Your current setup probably looks like this. It's not bad—it's just fragmented.
Your CPA
- Files Schedule E once a year
- Takes straight-line depreciation on everything
- Nobody running cost segregation studies
- Can't coordinate portfolio strategy across properties
You
- Tracking properties in spreadsheets
- Property manager statements piling up
- No cost segregation, no accelerated depreciation
- Nobody optimizing across portfolio
The Cost
This Fragmentation Costs Real Estate Investors:
$19K-$36K/yearFor investors with 2-10 properties earning $150K-$400K rental income. $300K-$900K for investors with 10+ properties, $250K+ portfolio value, or commercial real estate.
What Integration Catches for Real Estate Investors
"I knew I needed better bookkeeping. I didn't know that cost segregation on 2 properties would save me $42K in year one. My CPA never mentioned it. Not because they're incompetent—because they only saw my returns once a year, after the fact."
$556,000First Year Tax Savings
What Your Current Setup Is Missing
Cost Segregation Studies
Why it's missed: Most CPAs take straight-line depreciation (27.5 years residential, 39 years commercial). Cost seg studies reclassify components to 5, 7, or 15-year schedules, accelerating depreciation massively. Your CPA never mentions it because they don't see acquisition timing proactively.
With integration, we run cost seg studies on acquisitions and coordinate timing with rental income for maximum offset.
Potential savings: $40K-$300K per property (one-time acceleration)
Material Participation Documentation
Why it's missed: If you're not a real estate professional, rental losses are passive and limited to $25K annually (with phase-out). But if you document material participation (750+ hours), you can unlock unlimited loss offsets. Your CPA asks "are you a real estate professional?" You say no. Conversation ends.
With integration, we document hours throughout the year and structure activities to meet material participation tests.
Potential savings: $30K-$120K/year
Repair vs Improvement Allocation
Why it's missed: When you renovate a property, some costs are immediate repairs (deductible now) and some are improvements (capitalized and depreciated). Your bookkeeper categorizes everything the same. Your CPA files what they get. You lose immediate deductions.
With integration, bookkeeper categorizes properly → planner analyzes allocation → preparer maximizes current deductions.
Potential savings: $8K-$25K per renovation
1031 Exchange Coordination
Why it's missed: If you're selling properties and doing 1031 exchanges, timing is critical (45-day identification, 180-day close). Your CPA isn't involved until after the sale. Nobody's coordinating exchange strategy with overall portfolio optimization.
With integration, we plan 1031 chains proactively and coordinate with acquisition timing.
Potential savings: Defers $100K-$500K+ in capital gains taxes
Short-Term Rental Strategy
Why it's missed: Short-term rentals (average stay <7 days) aren't subject to passive activity rules if you materially participate. This unlocks massive loss offsets. Your CPA treats all rentals the same. The STR strategy is completely missed.
With integration, we identify STR opportunities and document participation for maximum benefit.
Potential savings: $20K-$80K/year per STR property
Multi-Entity Portfolio Structure
Why it's missed: Most investors hold all properties in one LLC or personally. Your CPA files Schedule E. Nobody's analyzing if separate LLCs per property (for asset protection) or management company structure would optimize taxes and protect assets.
With integration, we design multi-entity structures that separate liability and optimize allocations.
Potential savings: $15K-$45K/year + asset protection
Two Solutions for Real Estate Investors
Tax Essentials
For investors with 2-10 properties earning $150K-$400K rental income
Integrated Tax Services:
- Monthly bookkeeping (all properties)
- Quarterly tax planning with real estate expertise
- Annual tax preparation (Schedule E + all entities)
- Cost segregation coordination
- One team, complete coordination
Monthly:$780-$1,230/month
$19K-$36KAnnual tax savings
See Tax Essentials Details
Tax Architecture
For investors with 10+ properties, $250K+ portfolio value, or commercial real estate
Everything in Tax Essentials, PLUS:
- Cost segregation studies (portfolio-wide)
- 1031 exchange strategy and coordination
- Multi-entity structure design & optimization
- Material participation documentation
- Asset protection + estate planning coordination
Monthly:$2,030-$5,030/month
$300K-$900KAnnual tax savings for high-earning real estate investors
See If You Qualify
Stop Tracking Properties in Spreadsheets
Free Return Review
Send us your last tax return. We'll show you what was missed, specific to real estate investors. No obligation. Takes 48 hours.
Request Free Review15-Minute Call
Discuss your practice situation. We'll tell you which service makes sense and what you're potentially missing.
Call (888) 450-3451