Real Estate Tax Services
Our real estate tax services cater to property owners and investors with specialized strategies for maximum tax efficiency.
Expert Real Estate Tax Services in Tulsa
Real estate investments offer unique tax advantages, but navigating the complex rules requires expertise. We specialize in helping real estate investors and property owners maximize their tax benefits through strategies like 1031 exchanges, cost segregation studies, and proper expense categorization. Our multi-state expertise ensures compliance while optimizing your overall tax position across your entire portfolio.
1031 exchange facilitation and planning
Cost segregation studies for accelerated depreciation
Passive activity loss optimization
Multi-state tax compliance
Why Choose Our Real Estate Tax Services?
1031 exchange facilitation and planning
Cost segregation studies for accelerated depreciation
Passive activity loss optimization
Multi-state tax compliance
Opportunity Zone investment guidance
Short-term rental tax strategies
Real estate professional status planning
Property disposition planning
Like-kind exchange strategies
Our Simple Process
Portfolio Review
Analyze your real estate holdings and tax situation
Strategy Development
Create tax optimization plan for your properties
Implementation
Execute tax-saving strategies and structures
Ongoing Management
Monitor and adjust strategies as portfolio grows
Unmatched Expertise in Real Estate Tax Services
With former IRS management experience and over 20 years as a CPA, we provide insights and strategies that others simply can't match.
- Former IRS Manager with insider knowledge
- Master's degree in Business Taxation
- 100% success rate in IRS negotiations
Matt Klingeman
CPA, Former IRS Manager
Frequently Asked Questions
Q:What is a 1031 exchange and how much can it save?
A: A 1031 exchange allows you to defer capital gains taxes when selling investment property by reinvesting in like-kind property. This can defer taxes of 20-37% federal plus state taxes, potentially saving tens or hundreds of thousands of dollars.
Q:How does real estate professional status help with taxes?
A: Real estate professional status allows you to deduct rental losses against other income without passive activity limitations. This requires 750+ hours annually in real estate activities and material participation in your rentals.
Q:Can I deduct my rental property expenses?
A: Yes, rental properties offer numerous deductions including mortgage interest, property taxes, insurance, repairs, management fees, and depreciation. We ensure you capture all allowable expenses while maintaining proper documentation.
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