Real Estate
Tax, Accounting, and Advisory Services
In today’s dynamic real estate market, staying ahead of the curve financially is critical. We understand the unique challenges real estate companies face, from complex tax regulations to managing diverse investments. Our dedicated team of business advisors brings extensive experience and specialized knowledge to help real estate businesses like yours achieve their financial goals.
We help real estate sales & development firms and rental & property management firms across numerous market segments:
Commercial
Residential
Land Development
Property Operations
Investment Funds
The State of the Real Estate Industry
As we move through 2026, the real estate landscape has entered a period of “stabilized complexity.” While the extreme inventory shortages of previous years have begun to ease, both sales and rental firms are navigating a high-cost environment defined by elevated insurance premiums, rising labor costs, and a “higher-for-longer” interest rate reality. Real estate firms are facing a “bid-ask” gap that requires creative deal structuring and rigorous due diligence to close transactions, while rental firms are focused on protecting Net Operating Income (NOI) amidst softening rent growth in specific oversupplied markets. Regulatory scrutiny regarding transparency and ESG reporting is also at an all-time high, making proactive financial oversight a necessity rather than a luxury.
Solutions for Real Estate Sales & Development Firms
Real estate sales and development firms require sophisticated oversight to navigate the transition from initial feasibility to the final closing. We provide specialized accounting for real estate developers designed to manage complex project costs and optimize capital structures. Whether you are breaking ground on a master-planned community or navigating a high-stakes commercial disposition, our team offers tax-efficient real estate deal structuring to ensure every transaction aligns with your long-term growth objectives. We help you mitigate risk and maintain liquidity, turning market volatility into a calculated advantage for your development pipeline.
For firms focused on the acquisition, development, and sale of property, we provide the technical expertise needed to navigate high-stakes transactions and complex tax structures.
Specialized Tax Services
- Tax Credits & Incentives
- Tax Structuring
- Cost Segregation Studies
- 1031 Exchange Consulting
- M&A Due Diligence and Transaction Support
Compliance & Consulting
Solutions for Rental & Property Management Firms
In an era of shifting tenant demands and complex regulatory updates, maintaining a high-performing portfolio requires more than just collecting rent; it requires a sophisticated approach to maximizing net operating income for multifamily properties. We understand that rental firms and property managers face unique pressures, from fluctuating occupancy rates to rising maintenance and insurance costs.
Our team provides the precision needed for tax planning for residential and commercial landlords, ensuring you leverage every available deduction while staying compliant across multiple jurisdictions. We act as your strategic financial backbone, providing the clarity and data-driven insights necessary to scale your holdings and protect your long-term equity.
Rental firms—ranging from multifamily portfolios to industrial operators—require a focus on cash flow optimization and long-term wealth preservation.
Tax Optimization for Rental Portfolios
Operational Compliance
- Outsourced Accounting & Finance
- Succession Planning
- M&A Due Diligence and Transaction Support
- Escrow & Operating Account Audits
Ready to solidify your financial foundation?
Contact Us!
Key Contacts
Samuel J. Agresti, CPA
Shareholder
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Eric A. Carter, CPA
Shareholder
[email protected]
Matthew T. Dickert, CPA
Shareholder
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Todd R. Roberts, CPA
Shareholder
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Brian C. Denlinger, CPA
Shareholder
[email protected]