Real Estate Tax

Offering Advisory Services to Real Estate Investors

Advisory. It’s that buzz word that we all keep hearing. Accounting journals, CPE classes, books, podcasts, etc., all telling us that we need to start making the shift from compliance to advisory if we want our tax and accounting firms to survive in the 21st century. Of course, that advice is quite accurate. As more and more compliance …

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Helping tax clients with real estate deal analysis

In Wednesday’s email, I outlined an example of what the annual service fees from a real estate investor tax client can look like.  In that breakdown, I mentioned helping real estate investors with doing deal analysis. A typical analysis can be done in about half an hour or less, assuming you have all the data sources lined …

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How much is a real estate investor tax client worth?

There are many things to love about dedicating your tax practice to serving a specific, narrow target audience. When you niche, you get: economies of scale greater operational efficiency reduced marketing costs simplification of lead generation efforts higher fees from specialized services This is why I always encourage tax pros to niche, niche, niche. It’s …

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Real estate investors represent a unique opportunity for your tax firm

According to IRS tax return data, over 10 million American individuals (not even counting business entities) own at least one rental property. That’s about 1 in 15 individual income tax returns filing a Schedule E with rental income. As both a tax pro and a real estate investor myself, I find this statistic to be absolutely fascinating, …

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