Real Estate Tax Services

Real estate provides some of the most valuable tax advantages, but also some of the most complex rules. Depreciation schedules, passive activity limitations, 1031 exchanges, and short-term rental regulations all carry significant tax consequences.

The goal is not only to stay compliant, but also to maximize the long-term value of every property and investment.

Services for Property Owners & Investors

Specialized real estate tax support is available for:

  • Rental Property Owners – Single-family, multifamily, and commercial properties

  • Short-Term Rentals & Airbnb Hosts – Guidance on unique income, expense, and self-employment tax rules

  • Real Estate Professionals – Investors, developers, and agents seeking to optimize tax outcomes

  • Property Sales & Exchanges – Planning for capital gains, depreciation recapture, and 1031 exchange strategies

Areas of Expertise

Rental Property Income & Deductions

Every eligible deduction is captured — from mortgage interest and property taxes to depreciation, repairs, and management fees. Clear distinctions are made between deductible repairs and capital improvements, an area often scrutinized by the IRS.

Depreciation Planning

Depreciation remains one of the most powerful advantages of real estate. Proper planning ensures correct application of:

  • Residential vs. commercial depreciation schedules

  • Cost segregation studies for accelerated deductions

  • Bonus depreciation and Section 179 opportunities

Passive Activity Rules & Losses

Rental activities are frequently considered “passive” under IRS rules. Strategies are available to help qualify for exceptions such as:

  • The $25,000 active participation allowance (subject to income thresholds)

  • Real estate professional status and material participation tests

Sales, Exchanges & Capital Gains

Property sales can create large and unexpected tax bills. Key areas of planning include:

  • Long-term vs. short-term capital gains

  • Depreciation recapture

  • 1031 exchange compliance and replacement property rules

  • Primary residence exclusions

Short-Term Rentals (STRs)

Short-term rentals often fall under a separate set of rules from traditional rentals. Considerations include:

  • Application of the 14-day “Augusta rule”

  • When rental income becomes subject to self-employment tax

  • Deductibility of guest services, furnishings, and cleaning costs

  • Local lodging tax obligations

Why Choose Professional Real Estate Tax Support

Real estate investors and property owners face unique challenges that go beyond standard tax preparation. The right strategy simplifies complex rules, captures every available deduction, and provides proactive planning for acquisitions and sales. From single-property landlords to large-scale investors, customized guidance ensures compliance and protects profits.

Next Steps

Real estate tax strategy has a direct impact on cash flow and long-term return on investment.

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