Real estate tax CPA
Tax planning for rentals, K-1s, and real estate investors.
Coordinate depreciation, basis, passive activity rules, multi-state filings, and investor tax planning with a licensed Texas CPA.
Choose a time for a free 30 minute call. Prefer to write? Send a message.
BEST FIT
Built for the work you actually need done.
- Rental property owners with multiple properties or states
- Real estate investors receiving K-1s or managing partnerships
- Owners planning a sale, refinance, cost segregation study, or entity change
- Households coordinating real estate with W-2, business, or equity income
WHAT'S INCLUDED
Rental tax prep
Schedule E, depreciation, basis, repairs, improvements, and property-level tracking.
K-1 and partnership review
Investor reporting, passive activity treatment, and state filing exposure.
Planning support
Estimated payments, entity questions, sale timing, and year-end planning.
Multi-state review
Filing requirements and withholding questions for property or investor activity across states.
01
Free consult
A direct 30-minute call to understand your facts, timeline, and scope.
02
Written scope
You get a clear fixed-fee proposal before work begins.
03
Secure handoff
Documents move through secure online workflows, with in-person options for Houston-area clients.
04
CPA review
The work is reviewed with the tax and business context in view.
Can you help with depreciation schedules?
Yes. Depreciation, basis, improvements, and prior-year records are reviewed as part of the tax engagement.
Do you handle K-1s from syndications?
Yes. K-1s, passive losses, state information, and investor-level reporting are common real estate tax issues.
Can you advise before I buy or sell?
Yes. Planning before a transaction is usually more useful than fixing the result after year-end.
START HERE
Talk through your situation with a licensed Texas CPA.
No obligation. We will confirm fit, timing, and the likely scope before asking for documents.
Prefer to write? Send a message.