The IRS wrote a specific set of rules for real estate — passive activity rules, real estate professional exceptions, like-kind exchange provisions, depreciation recapture treatment, cost segregation, and qualified business income limitations for rentals. A general-practice CPA touches these maybe once a year. We work in them constantly.
Beyond pure investing, the real estate ecosystem includes construction firms with job-cost accounting needs, property managers with trust accounting compliance, hospitality operators with cost-seg opportunities, and appraisers with project-based income. We serve the full chain.
Five specialty areas across the real estate ecosystem.
Property investors with growing portfolios — REPS qualification, cost segregation, 1031 exchanges, DSTs.
View Practice →Contractors and engineering firms — POC accounting, bonding support, equipment depreciation strategy.
View Practice →Residential and commercial property managers — trust accounting, owner reporting, contractor compliance.
View Practice →Hospitality property operators — cost segregation, occupancy tax compliance, owner-operator compensation.
View Practice →Independent appraisers and inspection firms — project income, vehicle deductions, multi-state work.
View Practice →Real estate brokerages and agents — commission income management, S-corp timing, deduction structuring.
View Practice →All four Milestone practice areas fold into real estate engagements — tax planning specialized for property income, accounting built around portfolios, advisory for transactions, and private client work for the owners themselves.
A complimentary 30-minute consultation. We review your situation and tell you honestly whether Milestone is the right firm.
