Build your portfolio.
Keep the whole picture in view.
Cost segregation, 1031 timing, passive activity rules, and property-level accounting all affect after-tax cash flow in ways that compound across a portfolio. OICPA coordinates the tax and accounting side of every stage, acquisition, hold, and exit.
More moving parts.
More reason to connect them.
Real estate investors often default to standard depreciation and generic bookkeeping because evaluating the alternatives, a cost segregation study, an entity restructure, a 1031 exchange, takes real analysis. But those defaults have a real cost: accelerated depreciation, correct entity structure, and clean property-level books can materially change after-tax cash flow, especially across a growing portfolio.
Why a connected approach matters
Every acquisition, refinance, and disposition is a timing decision with tax consequences attached, and the investors who plan around that timing consistently keep more of what the portfolio produces than the ones who treat tax as a once-a-year filing exercise.
This might be your starting point.
A new acquisition or major capital project is on the table
A sale or refinance is being considered
Rental losses are piling up with no clear read on whether they're usable
Practical support.
Built around your priorities.
Depreciation strategy, entity structure, and property-level books, coordinated across acquisition, hold, and exit.
Cost segregation feasibility
Knowing whether a study is actually worth the cost for a specific property before committing to one.
1031 exchange timing
The 45-day and 180-day clocks managed correctly, with recapture and boot modeled before you're under contract.
Passive activity loss analysis
Understanding whether rental losses are usable now or suspended, and what real estate professional status would change.
Property-level accounting
Books organized by property and entity so you can actually see which assets are performing.
Here’s how we
move forward together.
A typical engagement path, tailored to your records, scope, and priorities. Timing is agreed together.
Week 1
Facts and documents
Property list, entity structure, and current depreciation schedules reviewed property by property.
Days 15-30
Diagnostic model
Cost segregation feasibility, passive-loss position, and entity structure screened against your actual portfolio and tax rate.
Days 30-60
Planning actions
A study, entity adjustment, or exchange timeline put into motion ahead of your next transaction.
Quarterly
Recurring cadence
Portfolio-level reviews keep depreciation, entity, and exit timing decisions aligned as the portfolio grows.
Start with a depreciation and exit-timing review
A feasibility screen on cost segregation, entity structure, and the tax consequences of a sale or refinance you're considering.
Explore your service options.
Real Estate Tax Planning
Plan and file taxes for rental property income, improvements, purchases, and sales.
Cost Segregation Coordination
Assess whether a cost segregation study fits your property and work with a qualified study provider.
Property-Level Accounting
Track rent, expenses, loans, and improvements separately for each property and ownership entity.
Real Estate Management
Keep property accounting and owner reports organized across your real estate portfolio.
Your questions,
answered.
Other Clients We Support
Discuss Your Tax & Accounting Needs
Tell us what you’re building, planning, or trying to resolve.
Talk to a CPA