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Real Estate Accounting
Accounting, Tax & Advisory for Real Estate Investors
As your real estate portfolio grows, so does the complexity of managing it. Without clear property-level reporting, it’s easy to miss opportunities, overpay tax, and lose sight of which properties are actually performing. We help you build the financial infrastructure your portfolio needs to grow with confidence.
AICPA Member
UHNW Institute
QuickBooks Pro Advisor
Ramp Partner
NetSuite Certified
EOS® / Traction™
GA Society of CPAs
PR Society of CPAs;
Entrepreneurs’ Organization
Common Challenges
Real Estate Tax Is Not General Business Tax. Small Mistakes Can Become Expensive Ones.
Missing tax strategies that could improve your cash flow
Cost segregation, depreciation planning, and entity structure all affect your after-tax returns, but only when you plan ahead of time. If your CPA isn't raising these strategies, you may be paying more than necessary.
1031 exchange deadlines that leave no room for error
You have 45 days to identify replacement properties and 180 days to close, so there's little room for delay. Because of that, missing a deadline or a documentation requirement can trigger a tax bill you didn't plan for.
No visibility into which properties are actually performing
Without property-level reporting, it's hard to see where your cash flow is really coming from. As a result, you can't easily tell which properties need attention or where your next investment should go.
A portfolio that's grown beyond your current accounting
A growing portfolio means juggling multiple entities, lenders, investors, and properties, which quickly becomes more complex than standard bookkeeping. Multiple entities, lenders, and investors quickly outgrow standard bookkeeping. The right systems keep the picture clear enough to act on.
How We Help Real Estate Investors
Support for Real Estate Investors
We Offer the Financial Function Your Portfolio Needs
1031 Exchange Coordination
A 1031 exchange lets you defer the tax on a sale by reinvesting in another property. We coordinate the exchange with trusted intermediary and legal partners and manage the tax side from start to finish. The costliest mistake we see is investors waiting until after they sign the purchase agreement to call their CPA. Because early planning protects more of the deferral, bringing us in sooner means more opportunities.
Tax Planning, Preparation & Filing
Tax planning should happen all year, not only when it's time to file. That's why we prepare your federal and state returns while planning ahead for depreciation, capital gains, and passive activity rules. Because decisions made early carry more weight, our goal is simple: help you decide before they affect your bill, not after.
Cost Segregation & Depreciation
Cost segregation is a study that speeds up how quickly you can deduct a property's value, freeing up cash sooner instead of spreading it over decades. We coordinate the study with trusted engineering partners and fold the results into your return. Because it isn't right for every property, we weigh your holding period and taxable income first.
Entity Structuring & Multi-State Tax
A good entity structure protects your growing portfolio while managing risk across every property you hold. We advise on entity selection, holding company structures, and multi-state tax compliance as you expand. Many investors keep buying inside one LLC because it's simple, but reviewing your structure before the next purchase can help you avoid unnecessary complexity.
Outsourced CFO & Controller
As your portfolio grows, so does the number of decisions riding on good financial information. That's why we provide forecasting, acquisition modeling, refinance analysis, and investor reporting, so you always have oversight that supports long-term growth. Good numbers, on time, are usually what turn a reactive month into a planned one.
Property-Level Accounting
Knowing which properties are actually driving your portfolio's performance starts with property-level reporting. That's why we track income, expenses, mortgage interest, maintenance, vacancies, and cash flow for every property you own. Instead of relying on a single bank balance, you'll have the financial visibility to make better investment decisions.
Platforms & Integrations
Markets We Serve
Markets We Serve
Specialist Experience Across Real Estate Sub-Markets
Property-level P&Ls, depreciation strategy, entity protection
Cost segregation, NNN lease accounting, tenant improvement tracking
Capital gains planning, project cost tracking, inventory vs. investment
Development budget accounting, construction draw tracking, pro forma modeling
Investor capital accounts, waterfall distributions, K-1 preparation
Multi-property accounting, owner disbursements, trust accounting
Trevor McCandless, CPA, MTax
CEO | Real Estate Practice Lead
Trevor leads Fusion CPA’s real estate practice, working directly with investors and developers on 1031 exchange coordination, cost segregation, and entity structuring for portfolio protection. Because portfolios don’t stay the same size for long, he also focuses on the financial infrastructure behind that growth. That means building what real estate professionals need as they scale from a few doors to institutional-grade operations.
How It Works
Stabilize, Strategize, Scale
01
Discovery Call
We review your portfolio, entity structure, current setup, and tax pain points. During the call, we'll show you exactly where the gaps are and what deductions you're likely missing. Thirty minutes. Free. No pressure.
02
Stabilize
First, we clean up your property-level books, match up tenant receivables, and organize entity records. Then we review prior returns for missed depreciation and build the accounting infrastructure your portfolio actually needs.
03
Strategize
With clean data in place, we build your tax strategy for the year ahead. That includes cost segregation coordination with our engineering partners and 1031 exchange planning through our QI network. This also means entity restructuring and a forward-looking plan for every property you own.
04
Scale
As you scale, we bring acquisition pro forma modeling, portfolio-level CFO reporting, and refinance analysis to the table. Because a bigger portfolio brings bigger decisions, we also handle investor reporting and development budget oversight. That gives you the financial leadership needed to grow from a few properties into a full portfolio operation.
Client Results
Trusted by Real Estate Professionals Nationwide
The level of service was outstanding. The team handled my tax preparation with great care, answered all my questions, and made sure I understood every part of the process. I feel confident my taxes were done right.
Silas Radcliffe
I’ve dealt with other accountants before, but this service truly stands out. They are responsive, honest, and extremely competent. Every interaction felt professional and personalized
Ryder Holloway
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Frequently Asked Questions
Common Questions
Real estate investors and operators of every size, from a single rental to a multi-state portfolio of 100+ units, including syndications and funds. Real estate is our core focus, not a sideline, because the rules here differ enough from general business tax that a generalist approach often leaves value on the table.
We coordinate your 1031 exchange with trusted qualified intermediary and legal partners while managing the tax side, so your return reports it correctly. The costliest mistake we see is calling your CPA only after signing the purchase agreement, when some of the planning that protects the deferral may already be gone.
It identifies parts of a property, like flooring or site work, that you can depreciate faster than the building itself, so you claim more of the deduction sooner instead of over decades. It isn’t automatically right for every property since your holding period and tax situation affect whether it’s worth it.
Yes. We build a profit and loss statement for every property in your portfolio, so you can see which ones are carrying the portfolio and which are quietly dragging on it. We’ve worked with investors who owned a dozen properties but were still deciding off a single bank balance.
Schedule a Discovery Call With Our Team
Discuss your setup, challenges, and opportunities, then pick a time that works.
Schedule a free 30-minute discovery call with our team
Serving clients nationwide: Atlanta, Utah, Puerto Rico, and beyond.
No long-term contracts · No pressure · Free consultation
AICPA Member
UHNW Institute
QuickBooks Pro Advisor
Ramp Partner
NetSuite Certified
EOS® / Traction™
GA Society of CPAs
PR Society of CPAs;
Entrepreneurs’ Organization
This page is for real estate investors, developers, property managers, syndicators, and fund sponsors. They all need accounting and tax planning built specifically for real estate. A generalist approach to a real estate business tends to miss the details that matter most. That’s why Fusion CPA centers on 1031 exchanges to defer gains and cost segregation to accelerate depreciation. It’s also why we build property-level reporting, so you can see which properties perform. And it’s why the right entity structure protects a growing portfolio. Most clients start with a Discovery Call. From there, we move through a Stabilize phase to clean up books and entity records. Then we Strategize and Scale as the portfolio grows. To get started, email discovery@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338.
Fusion CPA is a tax, outsourced accounting, and advisory firm headquartered in San Juan, Puerto Rico. We also have offices in Atlanta, GA and Park City, Utah, and we serve clients across 40+ states. The firm is an AICPA member, QuickBooks ProAdvisor, NetSuite Certified Partner, and EOS/Traction practitioner, and has supported over 2,000 businesses to date. To schedule a Discovery Call, visit fusiontaxes.com or email info@fusiontaxes.com.