Cost Segregation Studies
Engineering-backed studies on residential, multifamily, commercial, hospitality, and industrial. We model the year-one benefit before you commit a dollar.
Real Estate Industry
Built for Real Estate Investors, Developers & Agents
You build wealth in real estate. We make sure the IRS doesn't take it back.
Specialized CPAs for investors, syndicators, developers, brokers, and high-producing agents. Cost segregation, 1031 exchanges, REPS status, entity structuring, all done right.
- Average investor saves $50k to $500k+ per acquisition
- Cost seg, 1031, REPS, opportunity zones, we run them all
- Multi-entity, multi-property, multi-state, no problem
30 minute call. No pressure. Real answers from a CPA or tax specialist who knows your industry.
Why teams choose us
500+
Properties analyzed
$80M+
Tax saved for investors
50
States covered
A CPA or experienced specialist owns every engagement, not a junior with a checklist.
Fixed, transparent fees. No surprise invoices, ever.
Same day replies during business hours.
We get it
You're building a portfolio. Your CPA is filing forms.
You buy a property and your CPA mentions cost seg three months later. You sell and they tell you about the 1031 window after it closed. You qualify for Real Estate Professional Status and they never asked. Meanwhile every dollar of avoidable tax is a dollar you can't redeploy into the next deal.
We've spent decades in real estate tax. Single-family rentals, multifamily syndications, commercial developments, fix-and-flips, STR portfolios, brokerage commissions. We know the strategies, the elections, the deadlines, and how to chain them together so you keep compounding.
Sound familiar?
If any of this is your reality, you're in the right place.
Most real estate investors, developers & agents come to us after wrestling with at least three of these. We've already solved them, hundreds of times.
Buying property without a cost seg plan
Every acquisition without a study is six-figure tax left on the table. We run a feasibility analysis before you even close.
Missed 1031 windows
45 day ID and 180 day close. One missed date and the entire gain becomes taxable. We project-manage every exchange from contract to settlement.
Never qualifying for REPS
Real Estate Professional Status unlocks unlimited passive loss offset. If you qualify, we document it bulletproof. If you don't, we model what it'd take.
Wrong entity stack
Single LLC for ten properties is asking for trouble. We build the right entity, holding, and management structure for asset protection and tax.
Syndication K-1s no one explains
If you're a sponsor or an LP, K-1 reporting is full of opportunities and traps. We make sure the partnership returns and your personal return work together.
Agents & brokers overpaying tax on commissions
Top producers paying W-2 rates on 1099 income. S-Corp election, retirement plans, expense strategy, all underused.
You don't have to figure this out alone. One call and you'll know exactly what's broken, what's fixable, and what it'll take to get your numbers working for you.
Book My Free CallWhat you actually get
A complete back office, tuned to real estate investors, developers & agents.
No generic packages. Every engagement is built around how your business actually makes money, where it leaks, and how to keep more of it.
1031 Exchange Planning
Strategy before contract, intermediary coordination, 45 and 180 day deadline management, replacement property analysis. We run the clock for you.
Entity & Asset Protection Structuring
Series LLCs, holding companies, management entities. Built for tax efficiency and litigation protection.
Investor & Syndication Accounting
Property-level books, GP and LP allocations, waterfall modeling, K-1 prep. Investors get the reports they expect, on time.
Agent & Broker Tax Strategy
S-Corp election, reasonable comp, SEP / Solo 401(k), home office, vehicle, marketing. Most top agents save $15k to $40k a year.
Developer & Construction Accounting
Percentage-of-completion, job costing, contractor compliance, lender reporting. Numbers your bank trusts.
What changes
Within 90 days, you'll feel the difference.
Clean books. A clear tax plan. A CPA or senior specialist who picks up the phone. Most importantly: time and energy back for the work you actually love.
Start the ConversationA cost seg study queued the moment you go under contract
1031 exchanges that close on time, every time
An entity structure designed for both tax and asset protection
K-1s and partner reporting investors actually understand
A tax plan that grows with every property you add
More capital recycled into deals. Less written to the IRS.
“They ran cost seg on three of my multifamily acquisitions in year one and saved me just under $1.2M in tax. That money went straight into the next two deals.”
Marcus T.
Multifamily Syndicator, 1,400+ Units
Questions, answered
What real estate investors, developers & agents ask us first.
Do you work with individual investors or only large syndicators?+
Both. Our smallest clients own 2 to 3 single-family rentals. Our largest manage thousands of units across multiple funds. The tax playbook scales.
When is the best time to engage on a new acquisition?+
Before you close. Ideally during due diligence. We can model the cost seg benefit, confirm the entity, and pre-plan the financing structure so you don't have to redo anything later.
Can you take over from my current CPA mid-year?+
Yes. We've onboarded hundreds of investors mid-year. We pick up where they left off, file what's needed, and start the strategy work immediately.
Do you handle short-term rentals (Airbnb, VRBO) specifically?+
Yes. STRs have unique rules (the 7-day average stay loophole, material participation, occupancy tax) and we run dozens of STR portfolios under that exact framework.
Are you available nationwide?+
Yes. We serve real estate clients in all 50 states with multi-state filings handled in-house.
Ready when you are
Stop overpaying tax on every deal you close.
One 30 minute call with a senior real estate CPA. Bring your last return, your most recent acquisition, and your goal for the next 12 months. We'll show you what's possible.
- Speak directly with a CPA or senior specialist
- Walk away with at least one actionable insight
- Zero cost, zero obligation
Stop Losing Money to Bad Advice
Every month you wait is money the IRS keeps.
Most business owners overpay tax, run on stale numbers, and only call a CPA when something breaks. There's a better way, and it starts with one 30-minute call.
45+ years combined experience Reply within 1 business day Partner-led, every time