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CPA Services for Real Estate Investors in Tulsa

Maximize your real estate investment returns with specialized accounting services designed for property investors and managers.

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Industry Specialist

Our team has deep experience in real estate accounting and tax.

(918) 922-1019

Mon-Fri: 8:00 AM - 5:00 PM

Understanding Real Estate

Real estate investors face unique tax opportunities and challenges that require specialized expertise. From 1031 exchanges and cost segregation studies to rental property accounting and multi-state compliance, real estate finances demand a CPA who understands the industry. Our team helps investors maximize returns while minimizing tax liability.

Common Real Estate Pain Points

1
Complex depreciation and cost segregation decisions
2
1031 exchange timing and compliance requirements
3
Passive activity loss limitations and material participation
4
Multi-state tax obligations for out-of-state properties
5
Entity structuring for liability protection and tax efficiency
6
Self-employment tax optimization for real estate professionals
7
Rental property expense tracking and deductions
8
Capital gains planning and installment sales

How We Solve Them

Cost segregation studies to accelerate depreciation
1031 exchange planning and qualified intermediary coordination
Passive activity analysis and real estate professional status
Multi-state tax compliance and optimization
Entity structure consulting (LLC, LP, S-Corp)
Self-employment tax strategies for active investors
Comprehensive rental property accounting systems
Capital gains tax planning and deferral strategies

What You Get

Accelerate depreciation deductions through cost segregation
Defer capital gains taxes with properly executed 1031 exchanges
Maximize passive loss deductions against other income
Reduce self-employment taxes with proper structuring
Track property performance and ROI accurately
Ensure compliance across all investment jurisdictions

Real Estate Questions

What is a 1031 exchange and how does it work?

A 1031 exchange allows you to defer capital gains taxes when selling investment property by reinvesting proceeds into like-kind property. We help you navigate the strict timeline requirements and qualified intermediary process to ensure your exchange is successful.

How can cost segregation benefit my real estate investments?

Cost segregation studies identify components of your property that can be depreciated over 5, 7, or 15 years instead of 27.5 or 39 years. This accelerates deductions and can generate significant tax savings, especially for commercial properties.

What is real estate professional status and why does it matter?

Real estate professional status allows you to use rental losses to offset other income without passive activity limitations. We help you document material participation and meet the 750-hour requirement to qualify for this valuable tax benefit.

How should I structure my real estate investments?

The best structure depends on your goals, number of properties, and involvement level. We analyze your situation and recommend the optimal entity structure—whether LLC, LP, or S-Corp—to maximize tax benefits and liability protection.

Services for Real Estate

Ready to Work with Real Estate Specialists?

Contact us today for a free consultation about your real estate accounting and tax needs.