Business Details
Trusted Real Estate Tax and Accounting Services
The Real Estate CPA is a specialized accounting and tax advisory firm dedicated to serving real estate investors, high-income earners, and small business owners. Our team of expert CPAs and tax professionals provides strategic tax planning, accounting, and tax resolution services tailored to the unique needs of the real estate industry. With a proven track record of reducing tax liabilities through proactive strategies like cost segregation studies and Real Estate Professional Status qualification, we combine deep industry expertise with personalized service. Recognized in the Inc. 5000 and other prestigious industry lists, we prioritize predictable fee structures, world-class support, and operational insights that help clients scale their investments. Our approach emphasizes long-term tax efficiency, audit defense, and financial clarity, ensuring clients maximize savings while maintaining compliance with evolving tax regulations. 
Services
Tax Advisory
Accounting
Tax Preparation
Tax Resolution
Real Estate Tax Planning
Cost Segregation Studies
Audit Defense
Strategic Tax Planning
Real Estate Professional Status
Depreciation Optimization
Highlights and features
- Proven track record in reducing tax liability for real estate investors through strategic planning
- Expertise in real estate-specific tax strategies like cost segregation and REPS qualification
- Predictable fee structure with no hourly billing for transparent pricing
- Award-winning team recognized in Inc. 5000 and CPA Practice Advisor's 40 under 40
- Comprehensive audit defense and tax resolution services tailored to real estate
What people say
Clear and transparent
Great insight
Knowledgeable and patient
Eye-opening experience
World-class support
Services
Tax Advisory
Our tax advisory services provide real estate investors with customized strategies to minimize tax liability. We specialize in identifying opportunities like cost segregation studies, Real Estate Professional Status qualification, and depreciation optimization. By combining industry-specific expertise with proactive planning, we help clients reduce tax burdens while ensuring compliance with complex tax regulations.
Accounting
We offer specialized accounting services tailored to real estate investors' unique needs. Our team provides accurate financial reporting, cash flow management, and property performance analysis. By streamlining accounting processes and implementing scalable solutions, we help investors maintain organized financial records that support strategic decision-making and long-term growth.
Tax Preparation
Our tax preparation services ensure accurate and timely filing of tax returns for real estate investors. We maximize deductions through strategic planning while maintaining compliance with evolving tax laws. Our expertise in real estate-specific tax code helps clients optimize savings and avoid common pitfalls associated with rental property taxation.
Tax Resolution
We provide comprehensive tax resolution services including audit defense and penalty abatement for real estate investors. Our team specializes in defending complex tax positions during IRS audits, resolving back tax liabilities, and implementing compliance strategies that protect clients' financial interests while maintaining proper documentation standards.
Cost Segregation Studies
Our cost segregation services identify accelerated depreciation opportunities for real estate investors. By reclassifying property components to shorten depreciation timelines, we help clients significantly reduce current tax liabilities while preserving future tax benefits through strategic planning and proper documentation.
People
Thomas Castelli
Partner
CPA and CFP professional with expertise in real estate tax strategy and wealth management. Leads The Real Estate CPA's strategic direction while maintaining active real estate investments.
Justin Shore
Tax Advisory Manager
Enrolled Agent specializing in real estate tax advisory. Focuses on developing strategic tax plans that help investors optimize savings and compliance.
Jenn Kintz
Senior Accounting Manager
CPA with master's in accounting. Oversees accounting operations and financial reporting for high-volume real estate portfolios.
Matthew Hamilton
Senior Tax Manager
CPA specializing in complex tax planning for real estate professionals. Expert in navigating multi-state tax regulations and entity structuring.
Stephen Tanquary
Tax Manager
CPA with extensive experience in real estate tax compliance and audit defense. Focuses on protecting client assets through strategic tax positioning.
Questions
What real estate tax strategies do you specialize in?
We specialize in cost segregation studies, Real Estate Professional Status qualification, depreciation optimization, and audit defense strategies tailored to real estate investors.
How do you help clients reduce tax liability?
We identify opportunities like accelerated depreciation, strategic entity structuring, and tax code provisions specific to real estate investments to maximize savings.
What accounting services do you offer for real estate investors?
We provide property-level accounting, cash flow analysis, and financial reporting tailored to real estate portfolios of all sizes.
Can you help with IRS audit defense for real estate taxes?
Yes, we offer comprehensive audit defense services including documentation preparation, IRS communication, and strategic defense of real estate tax positions.
What sets your firm apart from generalist CPAs?
Our team consists of real estate specialists with firsthand investment experience who understand industry-specific tax challenges and opportunities.
How do you handle multi-state real estate tax compliance?
We navigate complex multi-state tax regulations through strategic planning and entity structuring to ensure compliance while minimizing tax exposure.
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