Real Estate Tax

Real Estate Investor Tax Services

As a real estate investor, the process of correctly filing your taxes can feel like navigating a mine field. The slightest misstep could set off an explosion of audits or income loss. That’s where our real estate tax services come in. Our advisors specialize in real estate tax planning and can make sure you’re operating within the parameters of the most up-to-date compliance laws. With our extensive knowledge of the forms and deductions within the real estate tax world, our experts can identify the best planning opportunities to save you time and money!

real estate tax

Real Estate Tax Services – Who We Help

Real Estate Professionals

There are many tax benefits to qualifying as a real estate professional – there are also plenty of pitfalls if you don’t know what you are doing! Our advisors bring a combined 99 years of experience to the table, to help you save time and money on taxes.  

Real Estate Syndicates

As a part of a real estate syndicate, you already know how many moving parts there are to manage. When it comes to tax planning, there are many complexities that can be daunting to even the most experienced CPA. Luckily, we have advisors who specialize in the more complex real estate tax sphere, and we excel at helping investor groups with year-round tax planning!


Whether you are a passive or active investor, our advisors can help you build the best tax planning strategy to reach your financial goals. Our knowledge of real estate tax codes will become your peace of mind.

Real Estate Tax Services – How We Help

Depending on your type of involvement in real estate, the tax codes and planning opportunities will vary. Our advisors are well-versed in these differing factors, and we build a strategy that will serve your goals within these codes. Whether you’re a real estate professional, active investor, or passive investor, our tax advisors can navigate the mine field of filing season with you, and help you save more with the blessing of the IRS!


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More Services

Business Consulting

Business Tax Preparation


Individual Tax Preparation

Estate and Trust Planning

Succession & Generational Wealth Planning

Asset Protection Strategies


560 E. I-30 Suite 110, Rockwall, TX 75087


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