Real Estate CPA Services

Get peace of mind that your financial statements are accurate and provide assurance to your lenders and government regulators. We’ll review your operations and provide guidance on how you can improve your business.

Stay in compliance with all tax laws and reduce your overall tax burden. In addition to traditional tax compliance, we can help you with sophisticated commercial or real estate tax planning and structuring, such as planning like-kind (1031) exchanges.

Save money through your construction costs. Our study carefully breaks down your costs and allocates them to specific categories to maximize accelerated depreciation. In some cases, a cost segregation study can also increase your sales tax exemptions and lower your property taxes.

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Determine your actual costs and maximize your resources in affordable and other government-financed deals. Aprio performs both standard and simplified cost certifications to meet the needs of your lender and the government.

Minimize your tax liabilities through a tax-efficient structure. We will structure your deal and provide advice on ways to manage your capital stack efficiently.

Maximize your after-tax proceeds or defer your gains. We will help you review proposed dispositions to make sure you are minimizing your tax liabilities.

Maximize your after-tax proceeds or defer your gains. We will help you review proposed dispositions to make sure you are minimizing your tax liabilities.

Support the fair values of your assets and liabilities. We will analyze the fair values of your assets and liabilities to ensure that everything is valued appropriately.

Verify that your affordable housing units are rented to qualified tenants. We will help you make sure that your tenants match the government’s regulations.

Save time when you’re ready to exit an affordable housing program. Aprio will perform the necessary calculations on your behalf.

Meet requirements for tax-exempt bond deals. With Aprio’s variety of specialized services, we will help you meet the requirements of your lenders and government regulators through 95/5 tests for good money/bad money, Forms 8038, debt restructuring and the 50 percent test for Low Income Housing Tax Credit (LIHTC) transactions.

Avoid risk of potential fines by making sure your retirement plan is in compliance with regulatory standards. Our approach reduces administrative time and costs, and provides ongoing coverage across three key plan areas: investments, risk and education. From filing your plan’s tax return to benchmarking and participant education, we ensure your plan remains in lock step with best practices as regulations and your company continue to evolve.

Synchronize every aspect of your financial life and gain a big picture view of your complete financial landscape. Your Aprio advisor will coordinate financial, tax, estate and investment planning to reduce unnecessary tax liabilities, mitigate risks and maximize your returns. Get the best possible advice to advance your financial goals and prepare for what’s next.