Real Estate / Cost Segregation Coordination
Plan and file taxes for rental property income, improvements, purchases, and sales.
Online service across all 50 states
What this service is
Real estate tax covers the tax rules specific to owning rental and investment property: depreciation and cost segregation, passive activity loss limits, real estate professional status, 1031 exchanges, and how properties are held across LLCs and partnerships. We prepare rental schedules and property partnership returns, plan depreciation over the life of each property, and model the tax on a sale or exchange before you sign, so the after-tax result matches the deal you thought you were making.
Forms & documents involved
What we actually do
Prepare rental and property-entity returns
Prepare Schedule E, Form 8825, and Form 1065 partnership returns with owner K-1s.
Plan depreciation
Maintain depreciation schedules and choose bonus, Section 179, and recovery-period elections that fit your plans.
Screen cost segregation opportunities
Decide whether a study is worth ordering and coordinate it with a qualified provider.
Analyze passive losses
Apply passive activity rules and review whether you qualify as a real estate professional.
Plan sales and 1031 exchanges
Model gain, depreciation recapture, and the 45-day and 180-day exchange deadlines before closing.
Advise on holding structure
Review how properties are owned across LLCs and partnerships for tax and reporting.
Prices by scope
Compare the work included at each price. Your final scope and fee are confirmed in writing before work begins.
Scales with number of properties and entities.
- 1–3 propertiesOne or two entities$820/year
- 4–10 propertiesUp to 5 entities$1,480/year
- 11+ propertiesOr development and syndication activityFrom $2,480/year
Added to your individual or business return.
- Long-term rentalSingle-family or condo$140 per property
- Multi-unit or STR2+ units or short-term rental$220 per property
- With improvementsMajor capital improvements or a sale this year$340 per property
Timeline, identification, and recapture analysis for one exchange.
- Standard exchangeOne relinquished, one replacement property$1,380 per exchange
- Multi-propertySeveral replacement properties or partial boot$2,180 per exchange
- Reverse / improvementReverse or build-to-suit exchangeFrom $3,280 per exchange
One-time analysis; revisited if hours or income change.
- Single taxpayerHours and participation review$620
- Couple or STRSpouse hours or short-term rental rules$920
Scales with property value; see Cost Segregation page for detail.
- Under $1MResidential rental or small commercial$2,280 per property
- $1M–$5MMultifamily or mid-size commercial$3,680 per property
- Over $5MLarge or mixed-use propertyFrom $5,480 per property
Combines standard depreciation, cost seg, and Section 179/bonus elections.
- One propertyStandard, bonus and Section 179 elections$460 per property
- With study resultsIntegrates a cost segregation study$720 per property
What You Get
Real Estate Tax Planning
Year-round tax strategy built around acquisition, holding, financing, and disposition decisions, not just the return filed after the fact.
Cost Segregation
Study coordination and decision support to accelerate depreciation on qualifying components, timed against bonus depreciation rules and your hold period.
Explore this serviceRental Property Tax
Schedule E planning and filing for landlords, covering deductible expenses, depreciation, repairs versus improvements, and short-term versus long-term rental treatment.
1031 Exchange Planning
Timeline management, identification rules, and structuring support for like-kind exchanges, including how depreciation recapture and boot affect the numbers.
Explore this servicePassive Activity Rules & Loss
Passive activity loss limitation analysis, real estate professional status qualification, and grouping elections that determine whether rental losses are usable today or suspended.
Depreciation Strategy
Coordinated planning across standard depreciation, cost segregation, and Section 179 or bonus depreciation elections for the property's full lifecycle.
- Property-level tax opportunity map
- Depreciation strategy brief
- Cost seg coordination checklist
- Multi-entity filing calendar
When this service may fit
- You acquired or renovated a property and have not yet reviewed depreciation strategy
- You are preparing for a 1031 exchange, refinance, or sale and need cleaner timing analysis
- Your real estate entities have become harder to coordinate across partners or states
- You want tax decisions to reflect the actual hold strategy of the asset rather than default filing habits
Better tax planning starts with better financial records.
Depreciation, passive losses and exchanges all depend on property-level records. These are usually handled together.
How It Works
Portfolio and entity review
Review ownership, property use, financing, acquisition records, and planned sales or improvements.
Tax opportunity and risk mapping
Reconcile rental results and asset schedules, identifying questions about basis, expense classification, and loss treatment.
Specialist coordination and planning
Compare the tax and cash implications of proposed transactions with the owner's broader income picture.
Execution and compliance follow-through
Coordinate the agreed filing or planning work and maintain the documentation needed for future refinancings or dispositions.
Your Role
Supply closing statements, improvement invoices, rental records, and ownership information before a purchase, sale, or exchange is finalized.
Service Scope
Appraisals, legal documents, exchange intermediary services, and engineering-based cost segregation studies are not part of routine real estate tax work.
Start Real Estate / Cost Segregation Coordination online
Choose the closest scope and send your request online. We’ll confirm the final work and fee in writing before anything begins.
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