Real Estate


We understand the complexity and challenges of Real Estate companies and professionals, in present day economic situation. Many Real estate industry professionals trust us to navigate them through the real estate accounting and Tax. To better meet the tax and accounting needs of the agents, brokers, developers and investors, we offer individualized services to address their needs and industry specific challenges, compliance needs and industry standard tax practices. Accounting Tree real estate accounting services are designed to help assist in areas such as – acquisition, development, holding and selling phases by providing sophisticated income and tax minimization strategies and services.

In working with property owner clients, we seek to maintain maximum tax benefits, protect your assets from creditors, and facilitate family estate planning. Our services include:

  • All tax services — business, individual and multi-state, etc.
  • Strategic tax planning
  • 1031 exchanges of “like-kind” investment property
  • Budgeting and cash flow projections
  • Business entity structuring
  • Tax deferral transactions
  • Passive activity deductions
  • Accounting software – Quickbooks

We offer services to firms and individuals in the following practice areas:

  • Real estate developers, investors and operators
  • Commercial real estate
  • Residential real estate
  • Condominium and homeowner associations
  • Construction and home builders
  • Architects, engineering and surveying firms
  • Real estate brokers and agents
  • Real estate lawyers
  • Insurance providers for commercial and residential properties

We offer a free initial consultation for real estate businesses. Call us today at (408) 879-9990 and ask for Steve to schedule a mutually convenient time to meet.