Real Estate Investor Services
Year-round accounting and tax planning for your rental properties
For investors with one or a few properties, short-term, long-term, or mixed, who want a CPA involved before decisions are made, not after. Most of my clients own a short-term rental.
Who this is for
Busy professionals such as physicians, attorneys, and finance professionals who invest in real estate and want clean numbers, a plan, and someone to call when a decision comes up.
If you own several properties or entities, Portfolio Accounting & Advisory is likely a better fit.
Sound familiar?
Where I fit in your investment cycle
↺ Then back to Plan for your next property
1. Plan
Planning, bookkeeping, and financial reporting, so you have a plan, clean data, and useful reports at every stage.
2. Acquire
Acquisition modeling and diligence assistance, basis establishment and tracking, entity setup assistance, and accounting and finance setup.
3. Operate and report (most clients start here)
Operational improvements, financial performance trends, cost insight and analysis, plan updates for market conditions, and opportunity monitoring.
4. Year-round tax planning
Ongoing tax and entity compliance support and rental property tax returns, including depreciation filings such as cost segregation. If it's part of your plan, I evaluate whether the short-term rental strategy applies to you. Learn more →
5. Exit or reinvest
Exit planning and market monitoring, scenario analysis, 1031 exchange compliance, documentation of new basis, and updating your investment strategy.
What working together looks like
Plain-English guidance
Clear answers you can act on, not jargon.
Documented advice
Recommendations backed by research and documented memos.
Reliable numbers
Accurate, easy-to-understand financial data, all year.
We start with a planning session at onboarding. After that, quarterly check-ins if you want them; many clients prefer to handle things by email. Between meetings, reach me by email or through the client portal.
Pricing
Starting at $500/month ($6,000/year) for up to 3 properties and one entity, priced for twelve months and billed monthly. For most clients, the price includes your tax filings.
See full pricing →Let's talk about your properties
A short call to see where you are and whether we're a fit. No obligation.