At Milestone Certified Public Accountants in Pleasanton, CA, we provide specialized tax, accounting, and advisory services tailored to the specific needs of the Pleasanton and Tri-Valley real estate market. Our experienced team understands the complexities of property management, investment accounting, development finances, and the ever-evolving tax laws impacting the real estate sector.

For property management companies in Pleasanton, efficient tenant management and lease accounting are essential for smooth operations. We provide comprehensive services for tracking tenant payments, managing security deposits, and ensuring accurate lease revenue recognition. Our expertise extends to maintenance and repair expense tracking, as well as preparing insightful budgeting and financial reporting for properties, allowing you to make informed decisions about your portfolio.

Real estate investors in Pleasanton require a different set of accounting skills. We offer specialized services for rental property income and expense tracking, helping you understand the profitability of your investments. We also provide guidance on depreciation and capitalization of real estate assets, as well as navigating the complexities of 1031 exchange accounting to defer capital gains taxes. Our goal is to help you optimize your real estate investments for long-term growth.