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Real Estate

Leading the charge in advisory servicesforward-looking planning for your personal and business needs

Who we serve

Real Estate

Accounting for property, from the first rental to a portfolio

Property is taxed on its own terms. Depreciation schedules, passive loss limits, basis tracking across improvements, and the question of what a sale actually costs you after recapture — none of it shows up properly on a return prepared by someone who only sees the property once a year.

We work with landlords, agents and investors across Lafayette and Central Indiana, on the operating side as well as the tax side.

What we handle

Real estate investingStructuring a purchase, and what the numbers have to do before you buy. Rental property operationsRunning the property: records, deductions, and the year-to-year decisions. Cost segregationSplitting a building into its components so depreciation lands sooner. Buy, build or leaseWorking the three options through to an after-tax number before you commit. BookkeepingThe month-to-month record keeping a property portfolio needs. Entity and business structureHow to hold the property, and what that choice costs or saves.
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