Your Strategic
Accounting Partner in Real Estate
Comprehensive tax, accounting, and advisory services for real estate investors, developers, syndicators, and property managers.
Why Real Estate Professionals Choose Compass CPA
We understand the unique challenges and opportunities in real estate investing. Our specialized expertise delivers measurable results.
Deep expertise across residential, commercial, and mixed-use properties
Proven tax-saving strategies like cost segregation and REPS
Specialized support for short-term rentals, developers, and syndicators
CPA-led advisory with a focus on scalability, compliance, and investor returns
Who We Serve
Tailored accounting and tax solutions for every type of real estate professional
Individual Investors
Developers & Builders
Property Management Companies
Syndicators & Fund Managers
Short-Term Rental (STR) Owners
Commercial Real Estate Operators
Real Estate Agents & Brokerages
Fix-and-Flip / Wholesales
PropTech & Real-Estate SaaS
Our Full-Service Capabilities
Comprehensive solutions covering every aspect of real estate accounting and tax strategy
Core Accounting & Compliance
Core Accounting & Compliance - Property- and portfolio-level bookkeeping
- Multi-entity financial reporting
- Sales tax compliance for STRs and developers
- Payroll services & 1099 filing for contractors
Cost Segregation & Depreciation Planning
Cost Segregation & Depreciation Planning - Engineered cost segregation studies
- Property acquisition, renovation, and new construction depreciation
- Tax savings analysis and projection modeling
Virtual CFO & Advisory Services
Virtual CFO & Advisory Services - Monthly cash flow forecasting
- Capex planning and budget-to-actuals
- DSCR analysis and lender-ready financials
- KPI dashboards and investor-level reporting
Fund & Syndication Support
Fund & Syndication Support - Capital account tracking & investor K-1 prep
- Distribution waterfalls and IRR modeling
- PPM advisory and fund structuring
- Investor communication packages and FAQs
IRS Representation & Risk Mitigation
IRS Representation & Risk Mitigation - Audit defense and substantiation
- Passive loss recapture support
- Grouping election defense strategy
Tax Strategy & Planning
Tax Strategy & Planning - Real Estate Professional Status (REPS) optimization
- Short-Term Rental Loophole qualification
- Passive vs. non-passive grouping elections
- Strategic use of bonus depreciation and Section 179
- Capital gains planning with Installment Sales and 453 structures
1031 Exchange & Exit Planning
1031 Exchange & Exit Planning - Forward, reverse, and construction 1031 exchange advisory
- Like-kind exchange timing & basis tracking
- Exit strategies with monetized installment sales
Construction & Developer Accounting
Construction & Developer Accounting - WIP schedule maintenance
- Percentage-of-completion revenue recognition
- Compliance with bonding and contractor licensing
Green Building Tax Credits
Green Building Tax Credits - 45L and 179D energy efficiency credits
- Multi-family, hotel, and commercial eligibility consulting
Technology & Tools We Support
We work with modern tools like:
Property Management
Our Process
A proven methodology that delivers results for real estate professionals
1
Discovery
Call
We learn your business and goals
2
Deep-Dive
Assessment
Review entity structure, returns, and opportunities
3
Customized
Plan
Deliver tailored tax and financial roadmap
4
Implementation & Compliance
We take care of the back-end
5
Ongoing
Support
Monthly advisory and quarterly strategy reviews
READY TO SEE HOW OUR PROCESS CAN TRANSFORM YOUR REAL ESTATE BUSINESS?
Case Studies & Client Wins
Real results for real estate professionals
Frequently Asked Questions
Get answers to the most common real estate tax questions
How do I know if I qualify for REPS?
Real Estate Professional Status requires you to spend more than 750 hours per year and 50% of your time in real estate activities. We help assess your eligibility and optimize your activities to qualify.
What's the difference between cost seg and bonus depreciation?
Cost segregation identifies property components that can be depreciated faster, while bonus depreciation allows you to deduct the full cost of qualifying assets in the first year. We combine both strategies for maximum benefit.
How can I legally avoid capital gains on my next sale?
Options include 1031 exchanges, installment sales, opportunity zones, and strategic timing. We analyze your situation to recommend the best approach for your specific circumstances.
What tax strategies apply to Airbnbs and VRBOs?
Short-term rentals can qualify for the STR loophole, allowing you to deduct losses against ordinary income. This includes cost segregation, professional management, and meeting the 7-day average stay requirement.
Don’t see your question? We’re here to help.
Let’s Build a Tax-Smart Real Estate Strategy Together
Whether you’re managing a single rental or scaling a real estate empire, Compass CPA is your trusted partner in growth and compliance.
Compass CPA’s free guide reveals 10 tax strategies to help you keep more of what you earn.
Unlock proven strategies that could save you thousands on your next tax return.
Cost segregation
REPS checklist
Short-term rental tax breaks
1031 exchange timing
Capital gains tactics
Plus, get monthly tax tips from Compass CPA—built for real estate investors like you.
Free Guide: 10 Tax Strategies Every Real Estate Investor Should Know
Instant access to the guide—plus monthly strategies to grow and protect your income.
Compass CPA’s free guide reveals 10 tax strategies to help you keep more of what you earn.
Unlock proven strategies that could save you thousands on your next tax return.
Cost segregation
REPS checklist
Short-term rental tax breaks
1031 exchange timing
Capital gains tactics
Plus, get monthly tax tips from Compass CPA—built for real estate investors like you.
Free Guide: 10 Tax Strategies Every Real Estate Investor Should Know
Instant access to the guide—plus monthly strategies to grow and protect your income.