Real Estate CPA Services.

We Help Real Estate Investors and Developers Save Taxes With Customized Strategies.

Ready for a change?

You’ve reached the point where your money should work for you.

Get year-round real estate and tax advisory services (including international), consulting, tax preparation, wealth-building coaching, and real estate deal flow to build your future from our team of real estate CPAs in Los Angeles.

(Plus, real estate brokerage services to guide you through investments.)

START WITH US

Coaching, Knowledge Transfer and Support

Leverage our experience to get custom-tailored strategies, personal advice, ongoing education, information, support and on-demand problem-solving for your company and lines of businesses.

From hands-off to “I want to learn everything there is”, we’re here for you.

When you’re ready to delegate your accounting work, our team will also support you in handling bookkeeping (never fear an audit), so you can focus on important tasks, such as growing your real estate business.

From our offices in Los Angeles, California, we work with clients throughout the United States and internationally, ensuring regulatory compliance whatever your jurisdiction.

Real Estate Advisory

“They aren’t making any more land.”

Real estate is a core investment vehicle for people who have time and finance. But knowing where and what to invest in, and the complexity of doing it right, keeps most people out of the market.

Empower yourself by leveraging our team. Increase your abilities and grow as a real estate professional with guidance around real estate investing, managing risk and cash flow, acquiring rental properties, real estate accounting, taking advantage of depreciation strategies, as well as management of your overall real estate business.

Grow your portfolio of properties, build revenue and equity, and protect your assets with our up-to-the-minute analysis and guidance.

Tax Planning

You need to put your tax strategy in place before the year or transaction is closed, or you’ll have too high a liability and pay too much in taxes to the IRS. Our team of real estate focused certified public accountants (‘CPAs’) will advise you with consultations year-round to help you plan your tax strategy and solve the tax issues, such as the character of your capital gains, before the end of the tax year.

During tax return preparation season, the hard work is already done, no matter your filing status— individuals, S-Corps, LLCs, & Trusts.

International Tax Accounting

Whether you are inbound to the US and need tax planning on establishing a presence, or outbound and seeking to take advantage of opportunities abroad, our expert consultants will walk you through the regulations to ensure your objectives are met, and you are in the most tax efficient structure.

Save. Grow. Create a legacy.

People like you have people like us.

LET'S TALK

Frequently Asked Questions

Do I need to own a business to take advantage of tax deductions?

Not necessarily, but it definitely helps. However, you can start planning for the future, and seeing other types of tax savings, right now. As a leading tax accounting firm, we’ve helped many clients throughout the US re-characterize their taxable income from employment to self-employment, to unlock that part of the tax code for planning purposes.
How long will it take before I see the results?

We’re often able to find value for you, immediately. It’s how we pay our own way, starting as soon as you sign with us. In other cases, it can take longer, as we develop a long-term plan for you to realize your financial goals.
Can you help me save money on my last year’s tax return?

Sometimes. It happens when we find inefficiencies in prior returns (such as the omission of exemptions or tax credits) and flag them for amendments to get you a refund. But tax planning is more than just filling it tax forms, it is mainly a forward-thinking concept — planning for the past isn’t possible. So we will work with you throughout the year, in an iterative process, taking advantage of tax laws to reduce your tax liabilities.
Taxes seem overly complicated, and I don't have the patience to understand them. As accountants, can't you just handle everything and I check in with you once a year?

If only it was so simple! However, tax planning requires an open year and an open transaction to optimize the best tax outcome for you. We know the tax code is complex, but all successful property investors learn how to think in terms of pre-tax and post-tax benefits. They learn how to do that by having a firm like AdviseRE continually researching tax code changes, and applying the lessons and knowledge — all according to a sound financial plan we help you create. Together, we’ll build your long-term success.
Does it make sense to plan for future taxes and real estate investment if I don't have cash right now?

Yes! Real estate investment is a long-term strategy, not a get-rich-quick strategy. It takes years of careful planning, savings, and clean financials and tax returns to get your foot in the door. Once you do, you’ll never look back. The real estate industry offers unique opportunities to build, manage and safeguard wealth. As one of the US’s leading firms of real estate accountants, we’ll help you get there.
I would love to take advantage of leveraging international tax strategies, but I have no idea where to begin. How do I get started?

One of the best ways to realize amazing tax strategies is to leverage the use of international tax strategies. This typically involves relocation outside the US to take advantage of these benefits. We can help you understand these strategies and even connect you with professionals who can assist you in relocating to another country. When you’re ready to move, you will have a tax plan that will save you tons of tax dollars and a process to handle all the compliance that comes with it.

Meet our team

Stephen Morris, CPA, MBT, CCIM
Diana Tang, CPA, MBT
Karen Park, CPA, MBT
Robert Ames, CPA

Learn more

“We frequently work with Advise RE to help us understand tax issues with our borrowers. They have been fantastic at helping us understand their tax situation and explaining it clearly to us so that we can make better informed decisions throughout the loan process.”

— Tony Chan, Head of Lending at First General Bank

“Advise RE has helped me and my family out as well as my clients save on taxes. I also find their knowledge on the real estate market incredibly valuable, especially around real estate development.”

— Tony M

“Advise RE has been helping me plan out my taxes for years. They’ve also helped me buy and sell my homes over the year and are incredibly knowledgeable in real estate. I got a great deal on both properties and the entire process was stress free and easy.”

— Min-jae L