Tax and accounting for rental portfolios, syndication investors, and nonresident owners of US property — structure, depreciation, and reporting that compound as you do.
Real estate is the most tax-advantaged asset class in the US code and the easiest to get wrong: depreciation and cost segregation that reward planning, passive-activity rules that trap losses, 1031 exchanges with unforgiving clocks, and — for foreign owners — FIRPTA withholding and filing duties that surprise almost everyone at closing.
We keep portfolios clean at the entity and owner level — Schedule E and partnership returns, K-1s in and out — and we are among the few small firms fluent in the nonresident-owner layer: the withholding certificates, the 1040-NR filings, and structures chosen before the purchase rather than repaired after it.
Schedule E and partnership returns for rentals and joint ventures — depreciation schedules maintained, not reconstructed.
Cost-seg coordination and bonus depreciation planning — accelerating deductions where the numbers justify the study.
Passive-loss planning and real-estate-professional analysis — documented before the IRS asks.
Exchange tax planning and reporting alongside qualified intermediaries — deadlines tracked to the day.
FIRPTA withholding, withholding certificates, ITIN coordination, and 1040-NR filings for foreign investors in US property.
Partnership bookkeeping and K-1 preparation for syndicates and family entities — delivered on a calendar investors can plan around.
The intersection most firms avoid — US reporting for foreign-owned businesses, cross-border individuals, and structures that need both sides understood.
Explore serviceFederal and state compliance handled end-to-end — accurate returns, defensible positions, and planning that happens before year-end, not after it.
Explore serviceWhen the IRS writes, you don't respond alone — representation under Circular 230, from first notice to resolution.
Explore service