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Tax & Financial Planning for
Tax and Financial Planning from Someone who Understands Your World
Rental real estate is both an investment and an operating business.
Whether you own a few rental properties, are building a larger portfolio, or operate a property-management company, the decisions you make throughout the year can affect your taxes, cash flow, and long-term financial position.
I bring more than tax knowledge to those conversations. In addition to being an Enrolled Agent and Financial Planner, I'm also a licensed real estate broker with more than 15 years of experience investing in and managing rental property, and I own and operate a property-management business myself.
How I Help
For Landlords
Owning Rental Property
Rental-property decisions don't begin and end with a Schedule E.
Acquisitions, financing, improvements, depreciation, entity structure, operating expenses, passive-activity rules, and eventually selling a property can all have tax consequences.
I help landlords understand those consequences and consider them alongside the practical realities of owning and operating rental property.
Tax Decisions Throughout the Life of a Rental Property
Buying
Purchase price allocation, financing considerations, initial basis, closing costs, entity considerations, and understanding what will and won't be depreciated.
Owning & Improving
Rental income and expenses, depreciation, repairs versus improvements, capital expenditures, passive-activity considerations, recordkeeping, refinancing, and decisions involving additional properties.
Selling & Transitioning
Adjusted basis, depreciation recapture, capital gains, suspended passive losses, installment considerations where applicable, 1031 exchanges, and evaluating the tax consequences before the transaction takes place.
In addition to preparing and filing your tax return, I can help you identify planning opportunities and break down financial and tax decisions before they happen to help define your tax strategy.
Let's Talk About Your Real Estate Portfolio
For Property Managers
Running a Property Management Business
Property-management companies have a different set of financial challenges.
Beyond income-tax preparation, owners may need help understanding financial statements, evaluating bookkeeping, separating company activity from property-owner activity, planning for taxes, evaluating entity and compensation decisions, and understanding what the numbers are telling them about the business.
Because I operate a property-management company myself, I understand both the accounting and the operational context behind those numbers.
Running a property-management company creates financial questions that go beyond managing properties for clients.
I can help property-management business owners review the financial side of their operations and better understand the information coming from their accounting systems.
Tax Planning & Preparation
Business and individual tax considerations, estimated taxes, entity questions, owner compensation, and year-end planning.
Controller-Level Financial Support
Working alongside an existing bookkeeper to review financial reporting, reconciliations, accounting issues, and other financial matters requiring higher-level oversight.
Business & Financial Consulting
Helping owners interpret financial information and think through significant financial, tax, or operational decisions.
Owner Compensation and Retirement Planning
Being self-employed means you are responsible for your own compensation and retirement planning decisions. I can help break down your options so you can create a plan for the future while you run your business today.
Let's Talk About Your Property Management Business
Tax Advice and Practical Perspective
My experience with real estate didn't begin with preparing tax returns.
I've spent more than 15 years investing in and managing rental property. I'm a licensed real estate broker and own and operate a property-management company.
That experience affects how I approach real-estate tax questions. I understand that a rental property isn't simply a collection of numbers on a depreciation schedule. There are tenants, repairs, financing decisions, capital improvements, management issues, cash-flow considerations, and eventually decisions about whether to hold, refinance, or sell.
Tax strategy needs to make sense in the context of the actual investment.
My role is to help you understand the tax and financial considerations surrounding your real-estate decisions.
Have a Question?
Tell me what's going on, and I'll help determine whether one of these services is the right fit.
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