Real Estate CPAs

As your real estate portfolio expands, managing your accounting can quickly become complex, especially with multiple entities, property types and investment structures. From cash flow management to project-level reporting, accurate and timely financials are essential for strategic decision-making. 

At James Moore, our real estate outsourced accounting team delivers scalable, technology-driven solutions that keep your books clean, compliant and insightful. We handle everything from daily transactions to advanced financial analysis to allow you to focus on growing your investments.  

• General ledger and month-end close management 
• Accounts payable and receivable processing 
• Bank and credit card reconciliations 
• Financial statement preparation and analysis 
• Job costing and inventory accounting 
• Budgeting and cash flow forecasting 

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Managing substantial real estate wealth often means balancing multiple entities, assets and generations—all with their own financial goals and tax implications. Our outsourced family office management services provide high-net-worth individuals and families with a cohesive, strategic framework for overseeing all aspects of their wealth.

At James Moore, we unify your real estate holdings, investments and financial operations under one coordinated system. From day-to-day accounting to long-term estate and tax planning, our team helps protect your assets, streamline management and preserve your family’s legacy. 

Key Services: 

• Centralized financial and investment oversight
• Tax compliance, planning and advisory 
• Estate and multi-generational wealth strategy 
• Bookkeeping support 
• KPI dashboards and financial performance analytics 

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Real estate tax planning involves more than just meeting filing deadlines. It’s also about uncovering opportunities hidden within complex tax codes and ever-changing regulations. The right strategy can enhance cash flow, minimize liabilities and maximize the long-term value of your investments.

At James Moore, our real estate tax specialists combine deep industry expertise with proactive planning to help you take full advantage of available deductions, credits and incentives. From entity structuring and depreciation strategies to 1031 exchanges and cost segregation studies, we develop tailored solutions designed to strengthen your financial position. We also provide ongoing compliance support to keep your business aligned with federal, state and local tax requirements. 

Our services include: 

• Strategic tax planning and multi-entity structuring 
• Federal, state and local tax compliance 
• Cost segregation and depreciation optimization 
• 1031 exchange guidance and capital gains planning 
• Credits and incentives for energy efficiency and development

Business Tax
Individual Tax
State and Local Tax

In the real estate industry, success is often built over decades by families, partners and close associates working toward a shared vision. But even the most stable businesses face transitions. Whether it’s retirement, a sale or an unexpected change in leadership, having a well-defined plan ensures continuity and preserves the value you’ve worked hard to build. 

At James Moore, our real estate CPAs help owners develop comprehensive transition plans that align with both business and personal goals. We consider everything from succession timing and ownership structure to tax implications and family dynamics, ensuring a smooth transfer of leadership and assets. 

A written, proactive plan protects your legacy, employees and investors — so your company continues to thrive long after you step away. 

Our transition planning services include: 

• Succession and ownership transfer planning
• Business valuation and equity analysis 
• Buy-sell agreements and exit strategies 
• Tax-efficient transition structures 
• Family governance and next-generation planning 

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Building and preserving wealth in real estate requires a thoughtful strategy that balances opportunity with risk. From investment planning to retirement and tax strategies, every decision you make today shapes your financial future. 

At James Moore, our real estate-focused CPAs and financial advisors provide comprehensive wealth management solutions designed to grow and protect your assets. We understand the unique financial goals of property owners, investors and developers, and we help you align those goals with long-term, tax-efficient strategies. 

Through our partnership with Avantax Financial Services, a trusted national wealth management firm, we deliver integrated guidance that connects your accounting, tax and investment needs under one cohesive plan. Together, we help you make informed decisions with confidence and clarity. 

Our services include: 

• Retirement planning and income strategies
• Investment and asset management 
• Risk management and insurance solutions 
• Comprehensive financial planning (Financial GPS)