Robust services for complex real estate matters
Whether you have large-scale investments, real estate funds or broad commercial/ multi-unit residential projects, you face a myriad of concerns:
- Building and structuring real estate investment funds (and compensating the operator)
- Taking advantage of tax reform benefits like Opportunity Zones
- Complex tax planning strategies and corporate structure
- Transforming real estate to make it as attractive as possible
- Complying with fund accounting, administration, and reporting requirements
- Understanding the current economic forces
- Managing relationships with the professionals who can help your business thrive
- Planning for your exit and retirement
Your real estate needs go beyond the basics — and so do the services we provide.
A Comprehensive Guide to Accounting for Real Estate Funds
Check out our comprehensive resource covering the key aspects of real estate accounting, from financial reporting to tax strategies and overall compliance. Whether you manage a fund or plan to invest yourself, get the knowledge you need to make informed decisions.
Why hire our real estate CPAs?
Our goal is to continually improve the profitability of your real estate activities and ensure smooth transactions. That means we’re constantly working to increase our knowledge and the level of service you receive. It’s a commitment to always be bettering ourselves. To go above and beyond every day. Just like you.
When you partner with us, you’ll work with a team focused on understanding your real estate goals and finding effective strategies to help you achieve them. Count on us for everything from transactional support to timely K1s that keep your investors satisfied (we have a long history of completing tax returns by March 15th—no matter what).
Audit, Consulting & Tax Services
Whether you're navigating complex real estate transactions or seeking to optimize your investment strategies, our team offers comprehensive accounting and advisory services tailored to the real estate industry.
Real Estate Developers
Managing commercial properties or developing multi-unit residential projects presents unique challenges—our team provides specialized accounting and advisory services tailored to real estate developers' needs.
Real Estate Investors
Navigating the intricacies of real estate transactions or optimizing investment strategies requires expertise. Our team delivers comprehensive accounting and advisory services specifically crafted for the real estate industry.
Real Estate Funds
Whether you're launching a new real estate fund or refining the performance of your current investments, our experts are ready to support you with tailored accounting and advisory services to meet your goals.
Measurably Better
We help you build success in real estate one property at a time.
$1 Billion
Providing accounting services for $1 billion in real estate properties
$600 Million
Providing CFO services for $600M in commercial developments
$200 Million
Consulted on the structure of over $200M in real estate sales
$20 Million - $200 Million
We provide tax and financial advisory services for family offices with net worth of $20M - $200M
$20+ Million
Increased cash flow for commercial real estate businesses by $20M+
"What really sets James Moore apart is their genuine care and dedication to our success. They are more than just a service provider – they are a true partner and integral part of our team. We know we can rely on them for honest, proactive advice and unwavering support."
Orianna Snook, Chief Executive Officer
Emmer Development Corp.
"One of the things I appreciate most about working with them is their responsiveness and attentiveness. They're always available when I need them, whether it's a quick phone call or a more in-depth discussion about tax strategy. They go above and beyond to ensure our needs are met and deadlines are achieved. In fact, thanks to their diligence and proactivity, we have consistently filed our tax returns and provided K-1s to our shareholders by March 15th each year, giving them ample time to complete their own filings."
Billy Gilchrist, Chief Financial & Investment Officer
ARK Holdings Group
“Their expertise in real estate and construction is unmatched, and we have complete confidence in their ability to keep us compliant and strategically positioned for success. Their responsiveness and accessibility, even outside of traditional business hours, gives us peace of mind knowing we have a trusted advisor in our corner.”
Dhvanit Patel, President/CEO
Onicx Group
"The James Moore team has been exceptional partners. Their real estate industry knowledge and sharp insights have been invaluable in helping us make informed decisions, especially when it comes to capital gains treatment and structuring deals. Their responsiveness and willingness to dive into the details give us confidence that we are always in capable hands."
Paul Holub, President
Holub Development Co.
"What we found on James Moore was more than an accountant, we found a business partner...CWH is better because of our relationship with James Moore and its people."
Rory Causseaux, PE, Chief Executive Officer
CHW, Inc.
Real Estate Industry Update
The Real Estate Industry Update is our video series that brings our top real estate CPAs along with some of Florida’s top commercial and residential real estate brokers, agents, bankers, and other experts to discuss what’s happening in the industry. Our videos are released periodically and contain information on real estate hot topics such as tax planning, cost segregation, 1031 exchanges, industry updates and more.
Subscribe to our video series to receive updates when new videos are released.
Cost Segregation Infographic
Increase Cash Flow and Reduce Taxes with a Cost Segregation Study
Cost segregation studies separate real property into depreciable categories, allowing taxpayers to depreciate property over much shorter periods of time. By taking deductions sooner, owners lower their current-year tax liability and free up more capital.
Case Study: Project Accounting for Large-Scale Real Estate Developments
A commercial real estate development company was planning a $300 million mixed-use development to include office, residential, retail, entertainment and hotel space. With such a large and multi-faceted undertaking involving dozens of subcontractors, it’s important to monitor contracts and expenditures closely in order to stick with the budget and make the best use of project funds. The developer needed outsourced accounting and controllership services from a company that could handle the size and complexity of this project, and James Moore was hired for the job.
Among other services, James Moore’s real estate CPAs provided a real-time dashboard from which the developer could see all transactions, expenditures, financial reports, budgets and cash on hand for every aspect of the project. This made the data available as these transactions happened instead of having to wait 60-90 days for the information to come through the usual channels. With the ability to view accurate financial reports and manage contracts in real time, the company was better able to properly manage the financial aspects of what became a very successful project.
Featured Articles on Real Estate Accounting
Section 179D: A Guide for Real Estate Developers
Real estate developers with a working knowledge of the tax code have a significant advantage….
Recourse vs. Non-Recourse Debt: Which is Best for Your Real Estate Investments?
As a real estate investor, you’re likely well aware that debt offers a powerful form…
Special Allocations and Basis Limitations: A Guide for Real Estate Funds
Taxation is a complex subject in real estate funds. The flexibility of the partnership model…
An Overview of Passive Activity Rules: What Real Estate Investors Need to Know
There’s no question that real estate investing — and the tax implications that go along…
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Daniel Roccanti, CPA
Director
Daniel has ten years of experience in tax accounting and consulting. As a director, he leads and supervises a team that provides tax planning, tax preparation, compliance and accounting services to the firm’s clients. Daniel’s focus is on modern innovative solutions to help each client grow and reach their aspirations.
While Daniel works with a wide range of individual and business clients, his expertise is in real estate. In addition to leading the firm’s Real Estate Services team, he is also a real estate investor himself — allowing him to bring his personal experience to the table. Daniel also has a background as an IT analyst, and he uses this knowledge to combine technology and accounting to better help his clients.
Daniel also has expertise in nonprofit tax compliance. He provides tax reporting and consulting for the firm’s nonprofit clients allowing these organizations to help better their communities. He also leads the Tallahassee office’s tax compliance and Form 990 preparation services for nonprofits.
Jay Hutto, CPA/ABV/CFF, CVA
Partner
John VanDuzer, CPA
Partner
Justyna Mueller, CPA
Partner
Kim Hardy, CPA/ABV/CFF, CVA
Director
Kyle Paxton, CPA
Director
Matt Thompson
Senior Manager
Melissa Feasel Duncan
Director
Nadia Batey, CPA
Partner
Savana Strickland, CPA
Senior Manager
Suzanne Forbes, CPA
Chief Executive Officer
Vittoria “Torri” Heggie, CPA
Tax Manager