Business Details
11 Years
experience
Real Estate Tax Services for Realtors Investors Property Managers
At Patricia Lancaster, CPA, we specialize in real estate tax services tailored to Realtors, investors, and property managers. With over 30 years of combined experience, our team holds certifications including Certified Public Accountant (CPA), Certified Financial Planner (CFP), and Certified Fraud Examiner (CFE). We offer expert tax preparation, personalized financial strategies, and educational seminars designed to maximize deductions and minimize liabilities.Our commitment to integrity, competency, and client service ensures tailored solutions that empower clients to optimize their financial futures. Backed by a proven track record of preparing over 2,000 tax returns and conducting audits, we prioritize transparency, confidentiality, and actionable guidance to help clients navigate complex tax landscapes with confidence.
Services
Tax Preparation
Seminars
Accounting & Bookkeeping
IRS Audit Preparation
Retirement Planning
Details
- Year established: 2015
Highlights and features
- We offer 30+ years of specialized real estate tax expertise.
- Our team holds CPA, CFP, and CFE certifications for comprehensive financial guidance.
- We provide tailored tax strategies to maximize deductions and minimize liabilities.
- We teach engaging, practical real estate tax seminars annually.
- We prioritize client confidentiality, transparency, and personalized service.
Associations and certifications
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
- Certified Fraud Examiner (CFE)
- IRS Enrolled Agent
What people say
Phenomenal expense tracker
Competent and energetic
Audit-proof business strategies
Personalized financial tips
Expertise in real estate tax
Services
Tax Preparation
We specialize in individual and small business tax preparation for real estate professionals. Our services include maximizing deductions, QBI credits, and Schedule C/E reporting. Clients benefit from tailored strategies to reduce liabilities while ensuring compliance with evolving tax laws.
Seminars
Our seminars deliver actionable real estate tax strategies through engaging, practical instruction. Topics include audit-proofing businesses, like-kind exchanges, and retirement planning. Participants gain confidence in navigating complex tax scenarios specific to their industry.
IRS Audit Preparation
We prepare clients for IRS audits with guidance on documentation, communication strategies, and compliance. Our former tax auditor expertise ensures clients understand their rights and how to minimize stress during audit processes.
Retirement Planning
We offer retirement strategies tailored to real estate professionals, addressing tax-efficient savings, Social Security optimization, and healthcare planning. Our CFP-certified team ensures clients achieve long-term financial stability aligned with their business goals.
Accounting & Bookkeeping
Our bookkeeping and payroll services allow real estate professionals to focus on growth while we handle financial records, tax compliance, and software management. This ensures accurate reporting and streamlined operations for busy clients.
People
Patricia Lancaster
Owner, CPA, CFP
With 30+ years of experience, Patricia specializes in real estate tax and financial planning. Formerly with the Alabama Department of Revenue, she empowers clients through seminars and personalized strategies to optimize tax outcomes.
Tiffany Medellin
CFE
Tiffany develops tools like the Realtor Expense Tracker to help clients maximize deductions. Her forensic accounting expertise ensures compliance and identifies financial efficiencies for real estate professionals.
Barbara McClendon
Office Manager
Barbara coordinates client appointments and communications, ensuring seamless service delivery. Her organizational skills support the team in maintaining efficient operations for tax preparation and consultations.
Questions
What services do you offer for real estate investors?
We provide tax preparation, QBI deductions, rental property reporting, depreciation schedules, and retirement planning tailored to real estate investors.
Do you offer tax seminars for Realtors?
Yes, we host seminars covering real estate tax strategies, deductions, and compliance, designed specifically for Realtors and property managers.
How are your tax preparation fees structured?
Fees start at $230 for federal returns, $250 for Schedule C, and $150 per property for Schedule E, with corporate returns at $1,500 minimum.
Can non-clients schedule consultations?
Yes, we offer consultation services to non-clients outside of tax season at $150-200 per hour.
What certifications do your team members hold?
Our team includes a CPA, CFP, CFE, and IRS Enrolled Agent, ensuring expertise in tax, fraud examination, and financial planning.
