Real Estate Accounting

Real Estate CPA Services Tailored for Investors, Developers, and Brokers

Managing the accounting and auditing for private foundations and public charities require specialized expertise. Our CPA team has deep experience in guiding both public charities and private foundations through complex accounting, tax compliance, and governance challenges. From ensuring board governance standards to maintaining donor confidence through transparent financial reporting, we help nonprofit organizations thrive and continue making a positive impact in their communities.

  • Board Governance & Compliance: Strengthen governance practices and maintain compliance with nonprofit regulations.
  • Tax Compliance & Strategy: Ensure your 501(c)(3) status is secure with expert tax planning and filing.
  • Grant & Donor Reporting: Transparent reporting that builds trust with your donors and secures future funding.
  • Accounting Procedures & Audits: Maintain accurate, audit-ready financials to meet both internal and regulatory standards.
  • Strategic Financial Guidance: Tailored financial advice to support your mission and organizational growth.

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Comprehensive Real Estate CPA Services

The real estate industry presents unique financial and tax challenges. Whether you’re a developer, investor, or broker, the success of your projects depends on precise accounting, strategic tax planning, and a deep understanding of industry-specific regulations. Our team of CPAs works closely with real estate professionals to deliver tailored solutions that optimize tax savings, maximize returns, and ensure compliance.

1031 Exchanges & Opportunity Zones

Real estate professionals looking to defer capital gains taxes can benefit significantly from 1031 exchanges. Our team assists in navigating the strict timing and reinvestment rules of 1031 exchanges, ensuring compliance and maximizing tax deferral opportunities. We also provide expertise in Opportunity Zones, allowing you to reinvest capital gains in qualified projects while benefiting from long-term tax savings.

  • Like-Kind Exchange Compliance: Ensuring your property qualifies and meets the IRS rules for 1031 exchanges.
  • Opportunity Zone Investments: Advising on qualifying Opportunity Zone projects to maximize both tax deferral and long-term growth.

Tax Planning & Preparation

Proactive tax planning is crucial for real estate professionals managing portfolios or individual properties. We provide year-round tax strategies that optimize your tax position, including taking advantage of deductions such as property depreciation, real estate professional status (REPS), and interest expense deductions. Our team ensures that you remain compliant with all federal, state, and local tax regulations while minimizing your tax burden.

  • Real Estate Professional Status (REPS): Maximizing tax deductions for professionals who meet the IRS criteria for full-time real estate activity.
  • Property Depreciation: Leveraging depreciation strategies, including accelerated depreciation, to reduce taxable income.

Cost Segregation Studies

Cost segregation is a valuable tax strategy for real estate investors and developers looking to accelerate depreciation on their properties. By reclassifying building components for faster depreciation, we help you capture significant tax savings upfront. Our team performs detailed cost segregation studies, allowing you to recover more capital and improve cash flow.

  • Component Reclassification: Breaking down building assets into short-life categories like fixtures, HVAC, and land improvements for accelerated depreciation.
  • Tax Impact Analysis: Quantifying the immediate tax benefits from faster depreciation schedules.

Loan Underwriting Assistance

Securing favorable financing for real estate projects requires a clear financial presentation. We assist in preparing the necessary financial statements and projections that help you secure the best loan terms. Our expertise includes cash flow analysis, debt structuring, and preparing documents that meet lender requirements, ensuring your projects receive the financing they need.

Estate & Trust Planning

Real estate portfolios often play a significant role in estate and trust planning. We help you establish trusts and develop estate strategies that protect your assets, minimize estate taxes, and ensure the smooth transfer of wealth to future generations. Our solutions are tailored to real estate investors and developers, focusing on maximizing wealth preservation while reducing the tax impact on your portfolio.

  • Trust Structures: Creating real estate-specific trusts to protect assets and ensure tax-efficient wealth transfer.
  • Estate Tax Minimization: Leveraging strategies to reduce estate taxes on high-value real estate holdings.

Our real estate CPA services are designed to provide comprehensive financial guidance, ensuring that your projects remain profitable while staying compliant with industry regulations. Whether you’re managing large development projects or building your investment portfolio, our team is here to guide you through every financial decision with tailored, strategic advice.

Frequently Asked Questions

How can a CPA help me with a 1031 exchange?
What tax deductions are available for real estate investors?
How does a cost segregation study save me money on taxes?
Are 1031 exchanges beneficial for child care centers looking to expand?
Why is estate planning important for real estate investors?
What is Real Estate Professional Status (REPS) and how does it benefit me?
How can a CPA help me with loan underwriting?
What are the benefits of using a CPA for tax planning in real estate?
How does a CPA assist with multi-state tax compliance for real estate investments?

Additional Industries

Accounting Strategies for the Child Care Industry

Brian Van Camp, CPA, MTax

Managing Partner, Director of Tax Strategy

Brian’s passion for developing and implementing business and tax strategies has been instrumental to many businesses and individuals during his tenure at Linked Accounting. Business owners regularly seek out his advice on tax planning and audit matters, commercial lending, and business acquisition and sale transactions. When new tax laws are passed, you can be certain Brian will have read the law and developed tax strategies to help our clients make good use of new provisions of the Tax Code.

Jacob Martin

Partner

Above all, Jacob cares about the relationship with and success of his clients. They are not alone in navigating a complicated business and tax world. He thrives and is happiest when a client calls with a problem and together they solve it. Consulting and implementing strategies to reduce tax exposure provides many opportunities for Jacob to gain valuable insights that prove valuable to his clients.

CPA Support for Your Real Estate Business

Experienced CPA Guidance

Real estate accounting and tax strategies require a deep understanding of industry-specific regulations, tax codes, and financial intricacies. A CPA specializing in real estate offers tailored solutions that go beyond basic accounting, ensuring your business thrives.

Our real estate CPAs understand the unique financial challenges you face, from managing multi-state properties to navigating complex tax deferrals like 1031 exchanges. We provide expert guidance on cost segregation, loan underwriting, and tax planning, ensuring you maximize your profits and minimize liabilities.

By partnering with a real estate-focused CPA, you gain more than financial accuracy—you gain a strategic partner dedicated to optimizing every aspect of your real estate investments.

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