Tax Services for Real Estate Investors

Maximize Your Rental Property Tax Benefits

Turn Your Rental Properties Into Tax Advantages

Real estate investing is one of the most tax-beneficial businesses in America. Let me help you maximize every deduction.

I started my real estate investing journey in 2017 with our first VA Home Loan rental property. Since then, I've navigated the complexities of Schedule E, depreciation strategies, and the ever-changing tax code. I bring both personal experience and professional expertise to help DIY landlords optimize their tax situation.

Starting at $235

Schedule E tax preparation (pricing increases with complexity)

What's Included

  • Schedule E Filing - Properly report rental income and expenses for each property
  • Depreciation Calculations - Accurate depreciation schedules for each property
  • Repairs vs. Improvements - Correctly categorize expenses per IRS guidelines
  • Passive Loss Rules - Properly apply the $25,000 passive loss exception

Tax Planning (Additional Fee)

  • Cost Segregation Analysis - Accelerate depreciation deductions when beneficial
  • 1031 Exchange Planning - Navigate like-kind exchanges to defer capital gains taxes
  • Short-Term Rental Strategy - Airbnb/VRBO tax treatment and potential reclassification benefits
  • Real Estate Professional Status - Qualify to deduct unlimited rental losses against other income

Common Landlord Tax Issues I Handle

Depreciation Strategy

Most landlords don't realize they can accelerate depreciation deductions. I'll help you decide between straight-line and bonus depreciation strategies.

Repairs vs Improvements

The IRS has strict rules about what can be deducted immediately vs depreciated. I'll help you navigate the safe harbor elections and tangible property regulations.

Home Office Deduction

If you manage your rentals from home, you may qualify for a home office deduction. I'll calculate this correctly to avoid IRS scrutiny.

Passive Activity Losses

Understanding when you can deduct rental losses against W-2 income requires navigating complex passive activity rules. I'll optimize your situation.

Tax Strategies for Real Estate Investors

Beyond basic tax preparation, I help you implement tax-saving strategies:

  • Cost Segregation Studies - Identify components that can be depreciated faster than 27.5 years
  • Real Estate Professional Status - Qualify to deduct all rental losses without passive activity limitations
  • Short-Term Rental Loophole - Use the 7-day average stay rule to convert passive income to active income
  • 1031 Exchange Planning - Defer capital gains indefinitely by exchanging properties
  • Opportunity Zone Investing - Take advantage of this powerful tax deferral and reduction strategy

My Real Estate Experience

Personal Investor Since 2017 - I own and manage rental properties myself

VA Loan Expert - Understand the unique aspects of military rental property investing

ChFC® Credential - Advanced tax and financial planning training

What You'll Need

For Each Rental Property:

  • Annual rental income statement (total rents collected)
  • Property management fees and expenses
  • Mortgage interest statement (1098)
  • Property tax statements
  • Insurance premiums
  • Repair and maintenance receipts
  • Utility bills (if you pay them)
  • HOA fees
  • Any capital improvements made during the year

Ready to Optimize Your Rental Property Taxes?

Let's maximize your deductions and minimize your tax liability.

Contact Me