Real Estate CPA

Our real estate CPA team serves a variety of clients in both the property management and real estate development industries. We have developed specialized knowledge that allows us to handle compliance needs and assist with the planning, design, and decision-making process of real estate transactions. We also have the resources to meet the reporting and filing deadlines that are often important to investors in real estate companies.

We are heavily involved with real estate industry trade groups so that we can stay up-to-date on current issues affecting the real estate industry and offer a high level of knowledge across all stages of a real estate client’s business.

How We Can Help You

Our real estate CPA North Carolina team provides a wide range of specialized services to real estate companies and their owners. These services include:

Tax Services

• Acquisition planning, including choice of entity related to real estate holdings
• Planning strategies to defer income taxes through like-kind exchanges and involuntary conversions
• Cost segregation studies
• Assistance with structuring property dispositions to defer income taxes
• Tax incentives related to sustainable buildings or investments

Assurance and Accounting Services

• Assistance with the design of cost and revenue allocation worksheets for multi-unit development projects
• Compliance testing of third-party construction costs and tenant lease provisions
• Audits, reviews, and compilations