Expert Real Estate Tax Preparation & Planning Services

At REA, our specialized tax preparation and planning services are designed exclusively for real estate investors and professionals.

Our team of expert CPAs will help you uncover every possible deduction, ensure compliance, and streamline your tax process, allowing you to focus on growing your investment portfolio.

Trust REA to optimize your tax strategy, improve your operational efficiency, and enhance your financial success.

REAL ESTATE TAX

Why Top Real Estate Professionals Choose REA

15+ Years in Real Estate Tax

With extensive experience working at Big 4 accounting firms, our team brings unparalleled expertise in real estate tax preparation. We have the knowledge and skills to maximize your deductions and ensure compliance, giving you peace of mind and optimized financial results.

Proven Cost Savings

Our team has successfully implemented tax strategies that have saved our clients millions. With a deep understanding of complex tax codes and regulations, we deliver results that enhance your financial outcomes.

Personalized Tax Services

We offer customized tax planning to meet your specific requirements, with a proactive approach to identifying and leveraging tax opportunities. Each client is assigned a dedicated REA tax preparer with years of real estate tax experience, ensuring expert and personalized service.

Real Estate Tax Preparation & Planning Services From REA

Real Estate CPA Tax Preparation & Planning Services

Tax Due Diligence

Comprehensive tax analysis to identify risks and opportunities before transactions are completed.

Real Estate CPA Tax Preparation & Planning Services

Annual Tax Returns

Accurate and timely preparation of annual federal and state tax returns to ensure compliance and maximize refunds.

Real Estate CPA Tax Preparation & Planning Services

Ongoing Tax Advice

Continuous expert guidance to navigate complex tax regulations, transactions, and optimize your tax strategy.

Real Estate CPA Tax Preparation & Planning Services

Tax Structuring of Funds & SPVs

Strategic tax structuring for funds, special purpose vehicles, and refinancing to enhance tax efficiency.

Real Estate CPA Tax Preparation & Planning Services

Support with Tax Audits

Professional support to effectively manage and respond to tax audits, ensuring compliance and reducing stress.

How Our Tax Preparation Process Works

Real Estate CPA Tax Preparation & Planning Services
Real Estate CPA Tax Preparation & Planning Services

Understand Your Needs + Review Past Returns

Meet with our team of real estate CPA's so we can fully understand your business and individual tax requirements. We'll also review the prior 3 years’ tax returns and current asset schedules. This allows us to provide a price estimate and calculate your potential savings.

appfolio accounting
Real Estate CPA Tax Preparation & Planning Services

Submit Documents + Tax Preparation

We make it seamless to submit requested documents through our secure online portal. Once all documents are received, we begin work on preparing your tax returns.

appfolio bookkeeping
Real Estate CPA Tax Preparation & Planning Services

CPA Review + Video Walkthrough

Every return is thoroughly reviewed by our CPA's to ensure accuracy and completeness. Once your tax returns are completed, we'll send a friendly overview video explaining all the key pieces of your tax return.

Benefits of Expert Tax Planning
Why It Matters

Real Estate CPA Tax Preparation & Planning Services

Maximize Tax Savings

Our expert tax planning helps you utilize all deductions, leverage tax-deferred investments, and structure transactions to minimize your tax burden. These strategies maximize your savings and enhance your financial success.

Real Estate CPA Tax Preparation & Planning Services
Real Estate CPA Tax Preparation & Planning Services

Enhancing Cash Flow

Our tax-efficient strategies improve liquidity and defer tax payments, providing you with more resources to reinvest in properties and grow your portfolio.

Real Estate CPA Tax Preparation & Planning Services
Real Estate CPA Tax Preparation & Planning Services

Minimizing Risks and Ensuring Compliance

Stay updated with tax law changes, avoid penalties and interest from non-compliance, and conduct regular tax reviews and audits. Our expert planning minimizes risks and ensures you remain compliant.

Experts In Real Estate Accounting Software

Real Estate Tax Preparation
Common Tax Filings REA Helps With

REA is exactly the company and service we were looking for in our accountant. Real estate experts, ability to use our current technology stack, and honest, straight-forward pricing.
Real Estate CPA Tax Preparation & Planning Services

JANE SMITH

Partner, Js Property Management

Proud Members

Real Estate CPA Tax Preparation & Planning Services
Real Estate CPA Tax Preparation & Planning Services

Frequently Asked
Questions

Real Estate CPA Tax Preparation & Planning Services

We can prepare both federal and state tax returns across all 50 states. The most common types of returns are:

  • Individual returns: Form 1040
  • Partnership returns: Form 1065
  • State returns across all 50 states.
  • C-Corp & S-Corp returns: Forms 1120 / 1120-S

In addition to ongoing CPE, we leverage the most advanced software to ensure we stay ahead of any changes to the tax code.

 

We collaborate with real estate investors and small business owners across a wide spectrum. Our clientele includes investors in single-family, multifamily, and commercial properties, regardless of size. We have experience with clients who own just a few properties as well as those managing dozens to hundreds of properties.

We also work with wholesalers, agents/brokers, syndicators, flippers, real estate funds, developers, and other real estate business types.

Yes! We help our clients file taxes in all 50 states and ensure all state and local tax codes are followed.

At REA, we take the security of your data very seriously. Here’s how we ensure your information is protected, even as a virtual firm:

Data Encryption
  • End-to-End Encryption: All data transmitted between you and our servers is encrypted using industry-standard protocols (e.g., SSL/TLS). This ensures that your data cannot be intercepted or read by unauthorized parties during transmission.
  • Encrypted Storage: Data stored on our servers is encrypted using advanced encryption standards. This ensures that even if data is accessed without authorization, it remains unreadable and secure.
Secure Access
  • Multi-Factor Authentication (MFA): We implement MFA to add an extra layer of security for accessing our systems. This means that even if your password is compromised, unauthorized users cannot access your account without the second form of authentication.
  • Role-Based Access Control (RBAC): Access to sensitive data is restricted based on user roles. This ensures that only authorized personnel have access to certain data, minimizing the risk of internal data breaches.
Regular Security Audits and Updates
  • Security Audits: We regularly conduct security audits and vulnerability assessments to identify and address potential security threats.
  • Software Updates: We ensure that all software and systems are up-to-date with the latest security patches and updates, protecting against known vulnerabilities.
Data Backup and Recovery
  • Regular Backups: Your data is backed up regularly to ensure that it can be restored in case of accidental loss or data corruption.
  • Disaster Recovery Plan: We have a robust disaster recovery plan in place to ensure business continuity and data integrity in the event of a cyber-attack or other disaster.
Compliance with Security Standards
  • Industry Standards: We comply with industry security standards and best practices, such as GDPR, CCPA, and other relevant regulations, to ensure your data is handled securely and responsibly.
  • Third-Party Security Certifications: We work with third-party security experts to certify our systems and processes, providing an additional layer of assurance regarding our security measures.
Employee Training
  • Security Training: Our employees undergo regular security training to stay informed about the latest security threats and best practices for data protection.
  • Confidentiality Agreements: All employees sign confidentiality agreements to ensure they understand the importance of keeping client data secure.

With REA being a 100% real estate focused accounting firm, our team of tax accountants are well versed in real estate specific software including AppFolio, Yardi, Buildium, MRI, Entrata, Real Page, Rent Vine, Quickbooks, and more!