Do you advise on selling commercial real estate?
Yes. We evaluate capital gains exposure, 1031 exchange opportunities, depreciation recapture, and other tax implications to help you plan strategically before a sale.
What is included in real estate accounting services?
Our real estate accounting services include income and expense tracking, depreciation schedules, transaction analysis, and year-end tax planning tailored specifically to property owners and investors.
Can you help if I’m converting my primary residence into a rental property?
Absolutely. Converting a home into an investment property has important depreciation and capital gains considerations. We help structure the transition to optimize your long-term tax position.
Do you provide real estate tax preparation services?
Yes. In addition to advisory services, we offer comprehensive real estate tax preparation for investors, landlords, and developers—providing accurate reporting and strategic tax planning.
Why should I consult a real estate tax accountant before buying property?
Every real estate purchase carries unique tax consequences. A real estate tax accountant helps you evaluate entity structure, depreciation strategy, financing implications, and potential future capital gains exposure before you make a real estate purchase.
What is the difference between a tax preparer and a CPA?
A Certified Public Accountant (CPA) is a licensed professional who has completed extensive education in accounting and taxation, passed a uniform national exam, and gained professional experience in public accounting. CPAs must also complete 40 [...]
Can we work together remotely?
Yes. Approximately 85% of my clients work with me remotely. I use phone and video calls, along with a secure email system, to exchange sensitive and personal documents with my clients, providing you with both [...]
What if I made a mistake on a past return?
This is more common than you might think. If a tax return from a prior year, whether prepared by you or another firm, contains an error, my firm can prepare the necessary amended tax returns [...]
Do you handle film and entertainment accounting?
Yes, while I work with clients across many professions and industries, the entertainment industry is one of my niche areas. Services for film and entertainment include tax preparation and planning for entities and owners, assistance [...]
Do you help with quarterly taxes?
Yes. As part of my services, I determine the federal and state estimated quarterly tax payments you need. I also provide guidance on when and how to make them so you avoid penalties.