Overview

The real estate industry represents one of our largest and most specialized lines of business. We serve owners, developers, syndicators and investors across the full spectrum of the industry and have deep experience with all property types, including residential, multi-family, commercial, industrial, mixed-use, and development projects.

Accounting and reporting for real estate businesses is complex. Our team understands the unique technical, operational, and compliance challenges facing the industry and brings real estate-specific knowledge that generalist firms often lack. Unwilling to waver in our commitment to quality, we deliver precise and well-supported audit and tax services that give clients clarity and confidence in their financial reporting and strategies.

What sets us apart is our responsiveness. Clients know they can reach us directly and rely on timely, thoughtful answers to their questions. We communicate early and often, flag issues before they become problems, and provide proactive recommendations that help clients stay ahead of deadlines, opportunities, and regulatory changes. Our team stays current on industry trends and evolving accounting and tax laws—locally and nationally—so our guidance reflects the most up-to-date insights. This accessibility, consistency, and awareness build trust, reduce surprises, and ensure that we grow alongside our clients as their portfolios expand.

We combine technical depth with practical insight to go beyond compliance. Our professionals identify risks, uncover cost savings, and provide actionable recommendations to strengthen operations and improve financial performance. With consistent engagement teams and a culture built on responsiveness, we help clients move forward with confidence.

In addition to audit and tax compliance and consulting services, our team can assist you with industry-specific issues including:

  • Partnership, LLC and S corporation structuring and compliance
  • Real Estate Investment Trusts (REITs)
  • Like-kind exchanges (IRC §1031 exchanges)
  • Tangible Property Regulations
  • Component depreciation (cost segregation)
  • Partnership basis adjustments
  • Tax credits and incentives
  • Net investment income tax planning
  • International tax
  • Leasing issues, including pass-through costs
  • Assurance for regulatory as well as lender/investor requirements
  • Asset acquisition vs. business combinations
  • Pass-Through Entity (PTE) tax state specific)
  • Qualified Business Income (QBI) rules

Bottom line: We combine deep real estate expertise, a culture of responsiveness, and tailored technical tools to deliver accurate, defensible, and efficient solutions, helping clients achieve their goals, satisfy owners/investors, and seize opportunities.

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