For real estate investor or operators
Accounting & Tax for Real Estate Investors and Operators
Real estate tax done well stacks multiple strategies: 1031 exchange to defer prior gain, cost segregation to accelerate new depreciation, REPS qualification to make those losses non-passive, and PAL planning when REPS isn't available. Most CPAs don't coordinate any of these. We coordinate all of them.
Your partner replies within one business day · year-round access · fee-only, no kickbacks
Sound familiar?
Where your current setup is falling short.
- You've been depreciating commercial property on a 39-year schedule with no cost-segregation study — leaving six-figure deductions on the table
- You exchanged property under §1031 but nobody coordinated the cost-seg study on the replacement property to maximize benefit
- Your rental losses are trapped under §469 passive activity rules — and nobody's analyzed REPS qualification or the §469(c)(7)(A) election
- You bought a short-term rental but your CPA treated it the same as a long-term rental, missing the STR loophole
- K-1s from syndications arrive late, with footnotes nobody explains
- You're considering Opportunity Zone investment but don't know whether the math works for your fact pattern
What we'd do for you
The plan, tailored to your situation.
Cost segregation coordination on every property purchase
We size the cost-seg opportunity at closing, coordinate with engineering firms, layer bonus depreciation (where still available), and stack with REPS where it applies.
1031 exchange tax planning
Pre-sale gain modeling, 45-day/180-day timing coordination with the Qualified Intermediary, replacement property analysis, post-exchange cost-seg.
REPS qualification and documentation
Annual qualification analysis under §469(c)(7). Time logs, per-property material participation, aggregation election. Audit-defense documentation that survives an exam.
Short-term rental loophole structuring
STRs treated as a trade or business (not passive rental) when material participation is met. Stack with cost-seg for huge year-1 W-2 offsets.
Multi-property K-1 coordination
Basis tracking per partnership, multi-state non-resident returns, syndication K-1 footnote analysis, suspended loss tracking.
Opportunity Zone planning when it fits
180-day window monitoring after gain events, QOF evaluation, substantial-improvement requirement compliance, 10-year hold tax-free exit planning.
Ready to see what this looks like for your business?
Tell us about your specific situation and we'll scope a plan tailored to your needs — fixed monthly fee, no per-question billing, one business day response.
What a typical engagement covers
- Bookkeeping per property with NOI reporting
- 1031 exchange + cost-seg coordination on transactions
- REPS qualification and documentation
- Personal tax with multi-state K-1s from syndications
- Annual tax planning around acquisitions, dispositions, and rehab projects
Every engagement is scoped to your business. Single service or full stack — we'll recommend the right level of support and quote a fixed monthly fee within 48 hours of an intro call.
See the full service catalog: Services overview · The full financial stack
Resources and tools for real estate investor or operators
Guides
What you can count on
Three commitments, written down.
CPA-signed accuracy guarantee
If a Rubric-signed return triggers a math-error notice, we fix it and pay the penalty. CPA review on every filing.
One-business-day response
Your partner replies within one business day — and there's no per-question fee. Year-round access, not just tax season.
Fee-only, no kickbacks
We don't sell insurance, annuities, or investment products. Our only revenue is your monthly fee. No conflicts.
Tell us about your business.
We'll propose a plan tailored to your situation — fixed monthly fee, scoped to your needs, no surprise add-ons.