Drive Sustainable Development

Real Estate

What We Offer

Our Services

Comprehensive financial solutions tailored to your personal and business needs

Property Management Companies

Monthly accounting for property management companies.
Rental income and expense tracking, including bank reconciliations.
Financial statements and property-level profitability reports.
Tax preparation for property management businesses and property owners.
Payroll processing, 1099 reporting, and tax compliance.
Accounting support for escrow accounts and short-term rentals.

International Realtors

Tax advisory services for real estate purchases and investments in the U.S.
LLC tax compliance and assistance with EIN and ITIN applications.
Bookkeeping and tax preparation for rental income.
Tax planning for international buyers and investors.
FIRPTA tax assistance for property sales.
Accounting and tax services for independent Realtors.

Real Estate Brokers & Agencies

Monthly accounting for real estate brokerages and teams.
Commission tracking, income and expense management, and agent payments.
Payroll processing and W-2/1099 reporting.
Tax preparation for brokerages, brokers, and Realtors.
Financial statements, budgeting, and profitability reports.
Accounting assistance with escrow account reconciliations.

Closing Agents & Title Companies

Tax review of closing documents and settlement statements.
Capital gains and tax calculations related to property sales.
FIRPTA withholding tax assistance for foreign sellers.
Tax advisory services for 1031 real estate exchanges.
Preparation of tax returns related to real estate transactions.

Mortgage Brokers & Loan Officers

Financial statement preparation for financing applications.
Property income, expense, and cash flow reports.
Bookkeeping and financial document organization.
Tax return preparation for investors and businesses.
Financial forecasting and profitability analysis.
Accounting and tax advisory services for real estate investors seeking financing.

Real Estate Attorneys & Investment Advisors

Tax advisory services for LLC and partnership structures.
Tax preparation for domestic and international investors.
Tax compliance for partnerships and LLCs with international ownership.
Tax planning for property acquisitions, rentals, and sales.
Tax assistance with FIRPTA, 1031 exchanges, and depreciation.
Financial reporting and tax advisory services for real estate portfolios.

Real Estate Investors & Property Owners

Monthly bookkeeping for investment properties and real estate LLCs.
Rental income tax preparation.
Expense tracking, tax deductions, and property depreciation.
Financial statements and property profitability analysis.
Tax compliance for long-term and short-term rental properties.
Tax planning for property acquisitions, ownership, and sales.

Professional Service Disclaimer

All services are subject to professional evaluation and acceptance, based on our firm's experience and qualifications. When appropriate, we collaborate with legal professionals and other qualified specialists to provide comprehensive support. Our accounting and tax services complement the work of real estate professionals, including Closing Agents, Title Agents, Qualified Intermediaries, and brokers, while respecting their respective legal and regulatory responsibilities. Compilation services do not include audit procedures and do not provide independent assurance. Our firm does not perform audits, financial statement reviews, or other attestation engagements. Tax outcomes and financing decisions depend on each client's individual circumstances and applicable requirements and therefore cannot be guaranteed.