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Real Estate Tax & Accounting  

At Holmes & Associates, we specialize in providing comprehensive tax and accounting services tailored to real estate professionals, investors, and property management companies. Whether you own rental properties, manage a real estate portfolio, or operate a real estate business, our expertise helps you navigate the complex financial landscape of the industry. 

Our Real Estate Tax & Accounting Services  

Tax Planning & Compliance 

  • Strategic tax planning to maximize deductions and minimize liabilities 

  • Preparation and filing of federal and state tax returns 

  • 1031 exchange planning and compliance 

  • Passive activity loss rules and real estate professional tax strategies 

  • Cost segregation studies to accelerate depreciation benefits 

Accounting & Bookkeeping 

  • Monthly, quarterly, and annual financial reporting 

  • Rental property income and expense tracking 

  • Cash flow analysis and forecasting 

  • QuickBooks setup and management for real estate businesses 

  • Budgeting and financial planning 

Entity Structuring & Advisory 

  • Selection of the optimal business structure (LLC, S-Corp, Partnership, etc.) 

  • Tax implications of different entity structures 

  • Real estate partnership tax considerations 

  • Compliance with state and federal regulations 

Real Estate Investment Consulting 

  • ROI analysis and profitability assessments 

  • Evaluating tax advantages of real estate investments 

  • Guidance on real estate syndications and joint ventures 

  • Financial due diligence for property acquisitions 

Who We Serve 

  • Real estate investors 

  • Property management companies 

  • Real estate agents and brokers 

  • Developers and builders 

  • REITs and real estate syndications 

 
 

Why Choose Holmes & Associates?   

At Holmes & Associates, we combine industry knowledge with tax and accounting expertise to help real estate professionals and investors optimize their financial strategy. Let us assist you in making informed financial decisions that enhance profitability and long-term success

Free Tax Analysis and Consultation

Holmes & Associates, CPAs offers a Free Tax Return Analysis. This is a fast, but thorough process where we go through the financial health of your small business and financials. Our CPAs look at your books, tax write offs, tax deductions, financial statements and in less than hour we will have a full report on how you can increase your bottom line and save money.

This is a totally FREE service. You have nothing to lose and everything to gain by letting our CPA firm analyze your small business.

Call us today at 562.495.3331 to optimize your real estate investments. *NOTE - We will NEVER give your contact information out for any reason.