Real Estate

Nobody wants to pay more taxes than they have to. For real estate professionals, however, lowering your tax payments makes an even bigger difference.

With much of your money tied up in non-liquid assets, you don’t always have the cash to offset your tax burden. This hampers your ability to put more money into your current properties or invest in new projects.

Thankfully, there are helpful tax strategies at your disposal. You just need to know how to use them. That’s where James Moore comes in.

As real estate CPAs for commercial properties, we have extensive experience with the tax challenges you face. Through our real estate tax preparation services, we can help you with tax-saving tools such as cost segregation studies, 1031 like-kind exchanges, capital gains income classification, entity structuring, estate planning and more.

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• Business Tax
• Individual Tax
• State and Local Tax

You reinvest your money into your property to help ensure its longevity. It’s also a great tax break… or is it? Subtle differences can determine how you classify these expenses and, as a result, whether you can use them as immediate tax deductions or have to capitalize them over several years.

If your efforts result in making your property “like new” or significantly increase its lifetime, it’s likely that the expenditures are not tax-deductible. But while that sounds simple, it’s not always so cut and dry.

Our real estate accounting firm can help you comprehend these differences and use them to your advantage. So you can get some cash back on your tax return—or avoid misunderstandings and costly penalties.

Your financial workload can change with the start or completion of any project. So the staffing you’ll need as a new venture ramps up might not be necessary as the months go by.

By outsourcing some or all of your accounting work, you can be sure you’ll have the staff you need at every stage of a project.

Our CPA commercial property advisors can pitch in wherever you want help: extra staff accountants to handle the busy season, CFO consulting services to help make high-level decisions, or even a completely outsourced solution to take it all off your plate.

Whatever your needs, we’re ready to roll up our sleeves and get to work.

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Managing investments, retirement and taxes can be so confusing and overwhelming that some people choose not to think about it. That might be easier in the short term, but it won’t get you any closer to meeting your financial goals.

The best way to build your financial future is to work with an advisor who understands the blueprints. Our CPAs for corporate properties understand your industry and how it creates unique issues in reaching your goals, including how to manage your real estate assets and what (and when) to liquidate.

We also partner with Avantax Financial Services, a national wealth management company that specializes in helping accounting firm clients. Together, we provide the experience, knowledge and connections you need to make sense of the details and achieve your dreams.

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• Retirement Planning
• Asset Management
• Risk Management & Insurance
• Financial Planning (Financial GPS)

Keeping up with numerous properties is a challenge unto itself. But when you couple that with redundant processes, wasted efforts and lack of quality control, it can cost you tremendous amounts of time and money.

Maintenance requests, lease renewals, vendor invoicing and payments—these and other operations can be fraught with hidden inefficiencies. They might seem like minor glitches, but they can have a big effect on your bottom line.

Finding and eliminating these wrenches in your system allows you to better utilize your resources and successfully manage multiple ventures. Our Operational Excellence team applies Lean Six Sigma principles to analyze your processes and develop more streamlined, sustainable solutions that work for you.

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• Operational Excellence Services
• Lean Six Sigma Employee Training

Your IT network is the backbone of your operations. It provides you with quick access to information, allows for timely communication and keeps your data secure.

A sound and reliable network needs a technology provider who can keep it running and safeguard it from hackers, ransomware and other threats.

Our Technology Solutions Consulting department helps real estate companies with everything from routine troubleshooting and maintenance to long-term technology planning. As a Microsoft Gold Certified Partner, we keep up with the latest knowledge and techniques to make sure your network is operating optimally and protected from the latest threats.

Whatever your needs, our team is ready to keep you connected.

• Managed IT Solutions
• Break-Fix Support
• Security and Data Protection
• Backup & Disaster Recovery
• Email, Messaging & Collaboration
• Network Planning & Design

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Human resources laws and trends are constantly changing, making it a challenge to keep a compliant and productive workplace. And with the fluctuating nature of the real estate industry, you face an ever-changing need for qualified employees.

Many companies are turning to outsourced human resources service providers to address these issues. From recruiting and retention to long-term personnel planning, external HR consulting can help you keep up with regulations and fill vacancies quickly.

Our HR Solutions team brings decades of combined human resources experience to the table. And our partnerships with other national workforce management companies puts even more knowledge to work for you.

We’ll show you how to stay in compliance with employment regulations and protect your organization from costly penalties. We can also help you find and retain qualified personnel so you can serve your community. From a one-time consult to a consistent HR presence, we have a solution for every business.

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