Real Estate CPA Services.
We Help Real Estate Investors and Developers Save Taxes With Customized Strategies.
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.)
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.
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.
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.
“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.
Save. Grow. Create a legacy.
People like you have people like us.
Meet our team
Stephen Morris, CPA, MBT, CCIM
Diana Tang, CPA, MBT
Karen Park, CPA, MBT
Robert Ames, CPA
Reviews of Advise RE, Real Estate Accountants
“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.”
— Tom 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
Reviews on Yelp and Google
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Tomorrow begins today.
Why Every Property Investor Needs a CPA Specializing in Real Estate
📉 Struggling with real estate tax planning?
💰 Want to maximize deductions & minimize tax liability?
📑 Confused by complex tax laws & compliance requirements?
🏡 Hiring a CPA who specializes in real estate could be the smartest financial move you make.
💡 Why Hire a CPA for Real Estate Tax Planning?
📌 If you own rental properties, flips, or long-term real estate investments, your taxes are more complex than the average taxpayer’s.
📌 A real estate CPA ensures you maximize deductions, stay compliant, and structure your investments to minimize tax liability.
✔ Reduce your tax burden legally
✔ Avoid IRS red flags & audits
✔ Maximize deductions & tax credits
✔ Optimize cash flow & long-term wealth
💡 Pro Tip:
Hiring a CPA is an investment, not an expense—the tax savings often far outweigh the fees.
🔍 What Does The Real Estate CPA Do for Real Investors?
📌 A CPA does more than file your taxes—they create a long-term strategy to minimize your tax bill and increase your ROI.
✅ Tax Optimization & Strategy
✔ Find overlooked deductions (repairs, depreciation, travel expenses)
✔ Advise on the best legal entity (LLC, S-Corp, C-Corp, Sole Proprietor)
✔ Implement 1031 Exchanges to defer capital gains taxes
✔ Plan for estate & inheritance tax efficiency
✅ Compliance & Risk Management
✔ Ensure accurate record-keeping for IRS compliance
✔ Minimize audit risk & handle tax disputes
✔ Stay ahead of changing tax laws affecting real estate investors
✅ Investment Structuring & Planning
✔ Guide rental property owners on mortgage & interest deductions
✔ Help flippers & wholesalers manage short-term capital gains taxes
✔ Advise on depreciation & cost segregation for investment properties
💡 Pro Tip:
A real estate CPA doesn’t just save you money at tax time—they help structure your investments for long-term financial success.
📊 CPA vs. General Accountant: What’s the Difference?
Not all accountants are created equal. Here’s why a real estate CPA is better:
| General Accountant ❌ | Real Estate CPA ✅ |
| Prepares basic tax returns | Builds a strategic tax plan |
| May lack real estate expertise | Specializes in real estate tax law |
| Limited knowledge of tax deductions | Finds all allowable deductions |
| Doesn’t offer investment guidance | Advises on property acquisitions, sales, & depreciation |
| Focuses on compliance only | Helps you optimize profits & minimize taxes |
💡 Pro Tip:
A CPA specializing in real estate is a tax strategist, not just a tax preparer.
🛠️ Key Strategies a CPA Uses to Reduce Your Tax Bill
1️⃣ Maximize Deductions & Credits
✔ Mortgage interest on rental properties
✔ Depreciation (a major tax benefit for landlords)
✔ Repairs & maintenance (know the difference between deductible repairs & capital improvements)
✔ Travel expenses for property management
✔ Home office deduction (for property managers & real estate professionals)
💡 Pro Tip:
Your CPA will ensure every allowable deduction is properly documented to avoid IRS scrutiny.
2️⃣ Use a 1031 Exchange to Defer Capital Gains Taxes
✔ Sell an investment property and reinvest the proceeds into another property
✔ Avoid immediate capital gains taxes
✔ Keep more money working for you in real estate
📌 Example:
➡ Sell a rental in high-tax California and reinvest in tax-friendly Texas without paying capital gains taxes right away.
💡 Pro Tip:
Your CPA will guide you through 1031 Exchange rules to ensure compliance & tax savings.
3️⃣ Optimize Your Business Structure for Tax Savings
📌 Should you hold your properties under an LLC, S-Corp, or C-Corp?
✔ LLC: Best for rental properties & asset protection
✔ S-Corp: Ideal for flippers & wholesalers to reduce self-employment taxes
✔ C-Corp: Works for larger real estate businesses, but beware of double taxation
💡 Pro Tip:
Your CPA will evaluate your income, investment goals, & risk level to structure your business for maximum tax benefits.
4️⃣ Depreciation & Cost Segregation
📌 Depreciation lets you write off a portion of your property’s value every year.
✔ A CPA will ensure you’re claiming the correct depreciation schedule
✔ Cost Segregation Studies can help you accelerate depreciation on certain property components
✔ More depreciation = lower taxable income
📌 Example:
➡ A $500,000 rental property could save you thousands per year in depreciation deductions.
💡 Pro Tip:
Your CPA will analyze whether bonus depreciation or a cost segregation study is worth it for you.
🚀 Ensuring Tax Compliance & Audit Protection
📌 Real estate investors are often targeted for IRS audits. A CPA helps you:
✔ Maintain detailed records & track expenses correctly
✔ Ensure tax returns are error-free & defensible in an audit
✔ Stay compliant with tax laws & regulations
💡 Pro Tip:
A CPA will prepare you for an audit before it happens—saving you money, stress, & legal trouble.
💰 How Much Does a CPA Cost?
📌 CPA Fees Vary Based on Services Needed:
✔ Basic tax prep: $500 – $1,500
✔ Full real estate tax strategy: $1,000 – $5,000 per year
✔ 1031 Exchange assistance: $2,000 – $5,000
✔ Ongoing consulting & business structuring: $3,000 – $10,000
💡 Pro Tip:
The right CPA will save you far more in taxes than they cost in fees.
📈 Real ROI: Why Hiring a CPA Pays Off
📌 What’s the real return on investment of hiring a CPA?
✔ Tax Savings – You’ll keep more of your hard-earned money.
✔ Peace of Mind – No IRS surprises, no compliance headaches.
✔ Investment Optimization – Smart tax strategies = bigger long-term gains.
✔ Better Cash Flow – More deductions = more cash for reinvestment.
💡 Pro Tip:
Most real estate investors SAVE 5-10x what they spend on a CPA.
📣 Final Verdict: Should You Hire a CPA for Real Estate?
📌 If you own rental properties, flips, or investment real estate, a CPA is a must.
✔ Want to pay less in taxes? ✅ Get a CPA.
✔ Want to avoid IRS audits? ✅ Get a CPA.
✔ Want to grow your real estate wealth? ✅ Get a CPA