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