Real Estate &
Investment Advisory
Property decisions are tax decisions. Our firm includes a CPA who is also a licensed real estate professional — so we see the deal and its tax consequences at the same time, and help you keep more of every one.
Most real estate advice comes from one side of the table. An agent understands the market and the deal; an accountant understands the tax bill that follows. Rarely is it the same source — which is why investors so often discover the tax consequences after the contract is already signed.
We work from both perspectives. Because our team includes a Certified Public Accountant who is also a Licensed Real Estate Professional, we read a property the way an investor does and a return the way the IRS does — so depreciation is set up right from day one, a sale is timed around its capital-gains impact, and a 1031 exchange is planned before the clock starts. Whether you own a single rental, a growing portfolio or a real estate business of your own, we work with you from first conversation to filed return, in English or Vietnamese.
From rent roll to closing
table — handled.
One firm for the property and the tax that comes with it. Here's what working with our team covers.
- Rental property accounting. Income and expense tracking, and Schedule E reporting for each property you own.
- Depreciation & cost recovery. Setting up and tracking depreciation correctly so you claim what you're owed without missteps.
- 1031 like-kind exchanges. Planning a properly structured, on-time exchange to defer the gain when you trade up.
- Capital-gains planning on sales. Timing a sale to manage the tax — including the Section 121 primary-residence exclusion.
- Passive-activity & pro rules. Applying the passive-activity loss limits and real-estate-professional rules to your situation.
- Entity structuring for investors. LLCs and holding structures weighed for liability, tax and financing trade-offs.
- Short-term & agent taxation. Airbnb treatment, plus Schedule C, self-employment and S-corp guidance for agents and brokers.
- Buy, sell & rent analysis. Clear financial modeling for buy-vs-rent and buy/sell scenarios before you commit.
Is this you?
- — You own rentals and aren't sure your depreciation and Schedule E are done right.
- — You're an investor weighing a 1031 exchange, an LLC, or your next acquisition.
- — You're selling a home or investment property and worried about the capital-gains bill.
- — You're an agent, broker or family buying or transferring property, and want one firm that speaks both.
What you can expect
- — More of every deal kept, through tax-smart timing and structuring.
- — No surprise capital-gains bill — the tax is mapped before you sign.
- — Depreciation done right, so the deductions hold up and nothing is left on the table.
- — One firm fluent in both real estate and tax, working from the same table.