Industries

Real Estate

Property-level accounting, cost segregation and 1031 planning for investors and developers.

From a handful of rental units in Brooklyn to multi-entity development projects, real estate rewards careful tax planning. We maintain property-level books and help you use depreciation, cost segregation and like-kind exchanges to their full advantage.

Common challenges

Separate books for every property and entity
Depreciation and passive activity loss rules
Timing 1031 exchanges correctly
Investor distributions and waterfall calculations

How we help

Property-level P&L and consolidated reporting
Cost segregation studies through trusted partners
1031 exchange timelines and qualified intermediary coordination
Investor reporting and K-1 preparation

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Federal, state and city corporate tax planning and filing for C-corps, S-corps and partnerships.
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Bookkeeping & Payroll
Accrual-basis books closed by day 10, plus multi-state payroll, benefits and contractor payments.
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Audit Support
Audit-ready financials, PBC lists and representation for IRS, state and investor or lender audits.
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Specialists in the sectors we serve

SaaS
ASC 606 revenue, SaaS metrics and multi-state sales tax for subscription software.
E-commerce
Inventory accounting, marketplace reconciliations and sales tax for DTC and Amazon brands.
Professional Services
Project profitability, partner compensation and tax planning for agencies, consultancies and law firms.