East Bay and Tri-Valley real estate operators come to us when their CPA is missing cost-seg studies, running 1031s late, or shipping investor packages a month behind. We work the deal flow, not just the return.
The depreciation acceleration was on the table for years. The prior CPA never modeled it, never coordinated the engineer, never moved.
The 45-day window closes and you are scrambling. The proper exchange structure should have been mapped before the listing went up.
Your LPs are asking questions on the quarterly call. Your prior CPA cannot answer because they have not closed the books yet.
Multi-entity bookkeeping that ties out. Tax strategy timed to your deal calendar. Investor reporting your LPs actually read.
A consolidated structure that holds up across LLCs, holding companies, and special purpose entities. Intercompany activity reconciled monthly.
Engineer engagement, study review, and integration into your depreciation schedule. We model the deferral against your projected income before you commit.
Mapped before the listing, not after. We coordinate with your QI, monitor the 45-day identification window, and stress-test your replacement plan.
Real Estate Professional Status is a one-conversation decision for some, a multi-year planning effort for others. We tell you which one you are.
Delivered on time, formatted the way your LPs expect. No more “we are still waiting on the CPA” emails.
Quarterly cash flow review, debt service coverage, and covenant tracking. Refi readiness assessed before you talk to the lender, not after.
One 30-minute call. No deck, no sales pitch. Bring your current structure and your next deal. You will walk away with a clear next step.
