Real estate is structured as a tax position, an income stream, and a long-term equity strategy.

If any of these sound familiar, we should talk

·       You own multiple properties, but your financial reporting is fragmented across spreadsheets and informal tracking.

·       You sold a property, and key tax strategies such as 1031 exchange planning were not addressed in advance.

·       You acquired a property with significant improvements, but cost-segregation planning was never implemented.

·       Your properties are held in your personal name, and restructuring has been postponed over time.

·       You may qualify as a real estate professional (REPS), but your current filings do not reflect that position.

What we do for real estate owners

·       Property-Level Bookkeeping: Separate financial reporting for each property, including income, expenses, and cash flow clarity.

·       Cost Segregation Coordination: We coordinate engineering studies and integrate the results into your tax planning and filings to accelerate depreciation where appropriate.

·       1031 Exchange Planning: Structured planning prior to disposition to preserve tax deferral opportunities.

·       Entity Structuring: LLC and holding structures designed for liability protection and tax efficiency across portfolios.

·       Real Estate Professional (REPS) Planning: Support with documentation and structuring to substantiate qualification where applicable.

·       Short-Term Rental Strategy: Analysis of STR treatment, including eligibility for strategies such as the Augusta Rule where applicable.

·       Compliance Regulatory Filings: State filings, annual reports, 1099 reporting, and STR-related compliance requirements.

·       Practice-Linked Real Estate Coordination: For owners who also operate medical, dental, or legal practices, we align property and operating entities to ensure rent, depreciation, and tax treatment are properly structured.

Why real estate owners choose Chamber CPAs

Many CPAs treat rental properties as a side component of a Schedule E. That approach is sufficient for simple holdings but breaks down as portfolios become more active—multiple properties, ongoing improvements, and overlapping high-income W-2 or business activity. At that point, real estate functions as its own operating business with its own reporting, tax planning, and structural considerations. We treat it that way.

What you'll pay

Flat monthly fee, scaled to the number of properties and complexity of the portfolio. Single-property owners typically range from $300–$600 per month when bundled with personal tax work. Small portfolios (approximately 5–15 units) generally range from $800–$2,000 per month depending on structure and activity. No hourly billing for routine communication or ongoing advisory.

Cost-segregation studies are scoped separately based on property type and project complexity.

Process

Free Discovery Call: A high-level discussion to understand your portfolio, income structure, and planning priorities.

Free Diagnostic: We review last two years of your tax returns and current books, then provide a written assessment outlining what may be costing you, planning opportunities, and recommended changes.

Onboarding: If we proceed, we transition your accounting system, organize your books, and bring financial records current by the following month-end. 

FAQs