HomeServices › Tax for Real Estate Investors
For real estate

Accounting Built for Real Estate Investors

Depreciation, entity structure, passive-activity rules and multi-property books — real estate tax is full of traps and opportunities. We help you keep more of every deal.

Flat-fee plans
From $199 · /mo
  • Per-property bookkeeping
  • Depreciation done right
  • Entity structuring advice
  • Tax filing by a CPA & EA
Get my quote

Real estate is full of tax traps and opportunities — depreciation, entity structure, passive-activity rules, multi-state filings. Getting the structure right protects your returns for years. Here's how we help.

The right structure beats the right deal

How you hold property affects liability, financing, and tax for years. The wrong structure quietly costs you; the right one compounds in your favor.

  • Entity advice — LLC, series LLC, or holding structure — based on your goals
  • Setup tied to liability and financing, not a generic template
  • Coordination across multiple properties and states

Starting fresh? See our US company formation service.

Depreciation is your biggest legal shelter

Depreciation can offset rental income on paper while the property appreciates in reality — but only if it's set up and tracked correctly from acquisition.

  • Depreciation schedules set up correctly at purchase
  • Per-property books so each one's real return is clear
  • Multi-state returns handled when you own across state lines
Key takeaway: Get the entity structure and depreciation right from day one — in real estate, those two decisions drive your after-tax return.

Explore related help

US company formation · Best state to form an LLC · State franchise tax explained · US tax filing.

FAQ

Frequently asked questions

How should I hold my rental properties?

It depends on your liability and tax goals. We advise on LLC, series LLC, or holding structures rather than applying a one-size-fits-all answer.

Do you handle depreciation?

Yes. We set up and track depreciation correctly from acquisition — one of the largest tax levers available to real estate investors.

Can you handle properties in multiple states?

Yes. We prepare the multi-state returns required when you own property across state lines.

How much does real estate accounting cost?

Plans start from $199/mo depending on the number of properties and complexity, with a flat quote up front.

Keep more of every property

Get per-property books, depreciation and tax filing from a CPA & EA team.

Get my free quoteTalk to a CPA
Tax filing for real estate investors

How we file taxes for real estate investors

Filing for this industry has its own forms, dates and deductions. Here's exactly what a real estate investor return involves when we prepare it.

The forms

Schedule E for rentals (per-property), 1065 for partnerships/JV LLCs, depreciation schedules including cost segregation, 1031 exchange reporting on Form 8824, passive-activity loss tracking on 8582.

The deadlines

1065 March 15 with K-1s to partners; Schedule E rides April 15; 1031 deadlines are transaction-driven (45/180-day rules) and unforgiving. Full calendar on our 2026 deadlines page.

The deductions that matter here

Depreciation (the headline benefit), cost-segregation acceleration, mortgage interest, repairs vs improvements handled correctly, travel to properties, real-estate-professional status where the facts truly support it.

Filing FAQ

Why does my profitable rental show a tax loss?

Depreciation — a non-cash deduction spreading the building's cost over decades. It's the core of real-estate tax advantage, and it's also why disposition planning matters (recapture).

Can I deduct rental losses against my W-2 income?

Up to $25K if you actively participate and income is under the phase-out; beyond that, losses suspend until future income or sale unless you qualify as a real-estate professional — a high, documented bar.