(888) 450-3451

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, potentially $300K-$900K.

Call (888) 450-3451

The Real Estate Investor Tax Problem

You have multiple properties, various depreciation schedules, and property manager statements piling up. Your tax setup? Can't coordinate across the portfolio.

Your Bookkeeper

  • Tracks rental income and expenses (maybe)
  • Doesn't understand cost segregation opportunities
  • Can't coordinate depreciation across portfolio
  • Doesn't know material participation rules

Your CPA

  • Files Schedule E once a year
  • Takes straight-line depreciation on everything
  • Never mentions cost segregation studies
  • Can't coordinate portfolio strategy with W-2 income

You

  • Property manager statements in a pile
  • Tracking 6+ properties in spreadsheets
  • Nobody coordinating tax strategy with acquisition timing
  • Missing massive depreciation opportunities

What This Fragmentation Costs Real Estate Investors:

$19K-$36K/year

For investors with 2-10 properties earning $150K-$400K rental income

$300K-$900K/year

For investors with 10+ properties, $2M+ portfolio value, or commercial real estate

What Integration Catches for Real Estate Investors

LM

Lisa Martinez

Real Estate Investor, Tampa, FL

14 properties | $8.2M portfolio value | $520K annual rental income

"I knew I needed better bookkeeping. I didn't know that cost segregation on 8 properties would save me $412K 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. Rick's integration caught it proactively."

$556,000

First Year Tax Savings

Cost segregation (8 properties): $412K | Material participation documentation: $84K | Repair vs improvement allocation: $38K | Multi-entity structure: $22K

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 tracked)
  • Quarterly tax planning with real estate expertise
  • Annual tax preparation (Schedule E + personal)
  • Repair vs improvement allocation guidance
  • QuickBooks Online included
  • One team, complete portfolio coordination
$780-$1,230/month

$9,360-$14,760 annually

24-month commitment (2 tax seasons)

$19K-$36K

Annual tax savings for real estate investors

Net after fee: +$9K-$21K in your pocket

See Tax Essentials Details

Tax Architecture

For investors with 10+ properties, $2M+ portfolio, or commercial real estate

Everything in Tax Essentials, PLUS:

  • Rick Abdallah (EA, CPA, JD, MBA) as your strategist
  • Cost segregation studies (portfolio-wide)
  • Material participation documentation strategy
  • Multi-entity structure design (LLC per property)
  • 1031 exchange chain planning
  • Short-term rental strategy optimization
$2,030-$5,030/month

$24,360-$60,360 annually

36-month commitment (3 tax seasons)

$300K-$900K

Annual/one-time tax savings for large portfolios

ROI: 10-25X (includes cost seg acceleration)

See If You Qualify

Stop Tracking Properties in Spreadsheets

Two ways to get started:

Free Return Review

Send us your last tax return (Schedule E). We'll show you what was missed—cost segregation opportunities, repair allocations, material participation issues. No obligation. Takes 48 hours.

Request Free Review

15-Minute Call

Discuss your portfolio size and structure. We'll tell you which service makes sense and what you're potentially missing.

Call (888) 450-3451

Mon-Fri 9AM-6PM EST