CPA for Rental Real Estate—Tax, Accounting & Entity Structure for Property Owners
Rental property is taxed unlike almost anything else you own: depreciation schedules that run for decades, passive activity rules that can strand your losses for years, and a basis calculation that matters most on the day you sell. We work with owners at every size — a single duplex, a portfolio held one LLC per property, short-term rentals, and ground-up development. We keep depreciation and basis accurate year over year, track suspended losses so they are there when you can finally use them, and make sure the structure you set up years ago still fits what you own today.
We help real estate owners understand property-level profitability, improve cash flow visibility, and stay organized for tax planning, financing, and future acquisitions.
Who we serve
- Single-Property & Small Portfolio Owners: A first rental or a handful of doors, held personally or in an LLC
- Multi-Entity Portfolio Owners: Separate LLCs per property or per project, with reporting that still rolls up to a portfolio view
- Short-Term & Vacation Rental Operators: Nightly rentals, where material participation and self-employment tax genuinely change the answer
- Developers, Flippers & Build-to-Rent Owners: Costs capitalized during construction, and the shift from inventory treatment to rental treatment
How we help
- Entity Structuring & Ownership Planning: Review how properties, partners, financing and future acquisitions fit into personal ownership, LLCs or holding structures
- Rental Income & Expense Tracking by Property: Keep revenue and operating costs separated by property so the books support tax preparation, financing and management decisions
- Cash Flow Forecasting & Debt Service Planning: Model rent, operating costs, reserves and loan payments to make cash needs and debt coverage easier to see
- Depreciation, Repairs & Capital Expenditures: Maintain placed-in-service dates and depreciation schedules while separating repairs from improvements and other capital costs
- Passive Activity & Loss Limitations: Track passive activity, at-risk and suspended-loss considerations so they remain visible in current and future tax planning
- 1031 Exchange Planning Support: Coordinate accounting and tax information around exchange timing, replacement property decisions and the resulting basis records
- Short-Term vs. Long-Term Rental Reporting: Account for differences in operating activity, participation, occupancy taxes and reporting between nightly and traditional rentals
- Property-Level Profitability Reporting: Measure income, operating costs, financing and capital spending by property instead of relying only on a portfolio-wide total
- Investor & Portfolio Reporting: Prepare consistent portfolio views and owner or investor reporting across properties and entities
- Multi-Property Bookkeeping Cleanup: Untangle mixed bank accounts, duplicated transactions and inconsistent classifications while preserving a clear trail by property
We provide industry-focused accounting, tax, and advisory services designed to help business owners understand their numbers, improve cash flow, reduce surprises, and make confident growth decisions.
Request a consultation to discuss your properties and how we can help.