Call us (385) 401-2224 Utah · Montana · Hawaii · California

Real estate accounting

Grow your real estate business profitably.

Across the country, developers, brokers, investors, and contractors trust our team with the accounting on hundreds of real estate projects every year. Our tax strategies work for short-term and long-term investors alike.

At a glance
  • 1031 exchanges and Opportunity Zones
  • Tax planning and preparation
  • Cost segregation studies
  • Loan underwriting assistance
  • Estate and trust planning

Built for real estate

Precise accounting. Strategic tax planning.

Real estate brings its own financial and tax challenges. Success on each project depends on precise accounting, year-round planning, and a deep understanding of the rules.

We work closely with real estate professionals to optimize tax savings, maximize returns, and keep every entity compliant.

1031 exchanges and Opportunity Zones

  • Like-kind exchange timing and reinvestment rules
  • Qualified Opportunity Zone investments for deferral and growth

Tax planning and preparation

  • Real estate professional status (REPS)
  • Depreciation, including accelerated depreciation
  • Interest expense and other deductions

Cost segregation studies

  • Building components reclassified to shorter lives
  • The tax impact quantified up front

Loan underwriting assistance

Financial statements, projections, cash flow analysis, and debt structuring that meet lender requirements.

Estate and trust planning

  • Trust structures for real estate holdings
  • Strategies to reduce estate taxes on high-value portfolios

Frequently asked questions

Questions we hear often.

How can a CPA help me with a 1031 exchange?

A CPA ensures that your 1031 exchange complies with IRS rules, helping you navigate the strict timelines and like-kind property requirements. We also provide guidance on how to reinvest capital gains tax-efficiently, maximizing the benefits of the exchange.

What tax deductions are available for real estate investors?

Real estate investors can benefit from several deductions, including depreciation on property, mortgage interest, property taxes, and operational expenses. If you qualify for Real Estate Professional Status (REPS), additional deductions may be available, allowing you to offset active income with losses from your properties.

How does a cost segregation study save me money on taxes?

A cost segregation study allows you to break down your property into various components, such as land improvements and equipment, which can be depreciated over shorter periods. This accelerates tax deductions, providing immediate tax savings that improve cash flow and allow you to reinvest in your business.

Are 1031 exchanges beneficial for child care centers looking to expand?

Yes, a 1031 exchange can be highly beneficial when you’re reinvesting in new real estate for your child care center. This allows you to defer capital gains taxes when selling a property and purchasing a similar one, helping you expand or relocate while maintaining tax efficiency.

Why is estate planning important for real estate investors?

Estate planning helps real estate investors protect their assets and minimize estate taxes. By structuring your holdings within trusts, you can ensure a tax-efficient transfer of wealth to heirs while maintaining control over your real estate portfolio.

What is Real Estate Professional Status (REPS) and how does it benefit me?

REPS is a tax designation that allows real estate professionals to treat rental property losses as active rather than passive. If you spend more than 750 hours per year on real estate activities, you may qualify for REPS, enabling you to offset your active income with losses from your real estate investments.

How can a CPA help me with loan underwriting?

We assist in preparing the financial documentation required by lenders, such as profit and loss statements, cash flow projections, and balance sheets. Our goal is to present your financials in the best light, helping you secure favorable loan terms and meet underwriting requirements.

What are the benefits of using a CPA for tax planning in real estate?

A CPA specializing in real estate can provide proactive tax strategies that maximize deductions, reduce liabilities, and ensure compliance with tax regulations. Whether it's leveraging cost segregation or 1031 exchanges, a CPA helps you optimize your tax position and increase profitability.

How does a CPA assist with multi-state tax compliance for real estate investments?

If you own properties in multiple states, each state may have its own tax regulations. A CPA ensures that you're compliant with all relevant state laws, filing accurate returns and minimizing exposure to audits or penalties. We also help navigate the complexities of state-specific deductions and credits.

Start the conversation

Let's talk about your tax plan.

A planning conversation now is worth more than any scramble at filing time. Tell us where you are and we will map the next step.

Call or email us

(385) 401-2224 admin@linkedaccounting.com

Company hours 9:00 AM to 4:00 PM