Rental Investor Tax Filing

Whether you’re a real estate titan or an occasional Airbnb host, rental properties provide a huge tax opportunity.

We work with our clients to make sure they’re taking advantage of all available tax deductions, understand how their rentals are performing, and keeping up with quarterly tax estimates.

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RENTAL INVESTOR TAXES

$799+

ANNUAL TAX FILING

Personal Tax Preparation (Federal + State)

Profit & Loss from Rental

Qualified Business Income Deduction

Quarterly Estimated Taxes

Audit Defense & Identity Theft Protection

TAX PLANNING & ACCOUNTING

ADDITIONAL SERVICES

Proactive Advisory $1400

Additional State/Local $150

Equity Compensation $100

Partner / Shareholder K-1 Income $50

Foreign Bank Account Reporting $150

Rental Investor Accounting $400+/mo

  • To make the most of your rental it's worth investing the time to understand eligible deductions. The IRS guidance is that business expenses are ordinary and generally accepted in the rental business.

    There are a variety of factors that affect the tax benefits you receive as a rental property owner, and we can provide guidance on what would meet IRS criteria. Some of the common deductions we help clients navigate are:

    Depreciation

    Loan Interest

    Property Tax

    Insurance Premiums

    Management Fees

    Maintenance & Repairs

    Utilities

    Legal Fees

    Auto

    Travel

    To ensure you are getting the most tax benefits from your rental properties, reach out so you can work with a tax professional.

  • As a rental property owner you're responsible for a few key things:

    1. Accurately tracking rental income & expenses

    2. Allocating and tracking depreciation of assets

    3. Filing quarterly estimated taxes

    4. Filing annual profit & loss statements

    Poor planning can get you in trouble with the IRS and cost you money (penalties for underpayment of taxes, missed deductions, etc.) so it's critical to get this part right when figuring out taxes on rental properties!

  • Tracking your rental income & expenses each year is no easy task. Missing key real estate deductions means you're over paying the IRS.

    We can help you navigate this effectively, managing your financials so you let passive income remain.. passive!

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