At AccountFin, we deliver tailored tax strategies for Real Estate Professionals, Real Estate Investors, and Small Business Owners who want more than just filing support. Our approach focuses on long-term, proactive tax planning — helping clients build sustainable financial structures that support both business growth and personal wealth.”
Strategic Guidance. Real Results
Tax decisions shouldn’t be made once a year — they should evolve with your business and portfolio. Through our Tax Advisory services, we partner with clients throughout the year to:
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Plan acquisitions and dispositions with capital gains and 1031 exchange strategies
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Use cost segregation and depreciation effectively to accelerate deductions
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Manage passive vs. active income reporting and material participation rules
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Navigate partnership and multi-state filing
Key Industries Served:
Real Estate Professionals • Real Estate Investors • Small Business Owners.
Plan Ahead. Save More
Proactive tax planning is the foundation of every strong financial strategy. We identify opportunities before year-end, giving you time to act — not react. Our planning process includes:
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Income and expense forecasting for optimized annual estimates
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Depreciation and cost segregation analysis for investment properties
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Tax-loss harvesting and capital gains planning
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Leveraging available credits and deductions to reduce tax exposure
Outcome:
Confidence in every financial decision, backed by data and strategy.
Accurate. Compliant. Built for Complexity
Your tax return is the outcome of thoughtful planning — not just paperwork. We handle federal and state filings for individuals and entities with complex real estate holdings, multi-state income, and pass-through K-1s. Our preparation process ensures accuracy, transparency, and maximized deductions across:
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S-Corporations
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Partnerships and LLCs
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Individuals with rental or investment income”
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Feel Free to Reach Out!
Let’s Get Started
We’ll review your business and investments to identify actionable ways to reduce your tax burden and improve profitability.
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