Real Estate Investment
Operating Property Return Preparation
Federal and state income tax returns are prepared for entities holding stabilized rental or income-producing property. Reporting reflects rental income, operating expenses, depreciation, and ongoing asset activity.
Investment Holding Entity Filings
Entity returns are prepared for partnerships, LLCs, and corporations formed solely to hold investment property. Filings emphasize ownership allocations, passive activity reporting, and consistency across reporting periods.
Acquisition and Sale Reporting
Tax returns reflect property acquisitions, refinancings, and dispositions occurring during the tax year. Reporting includes basis calculations, gain or loss recognition, and allocation of transactional costs.
Multi-State Investment Returns
State income tax returns are prepared for investment entities with property or income sourced to multiple states. Filings comply with apportionment and sourcing requirements applicable to passive real estate ownership.