From cost segregation to capital gains timing, we help developers lower tax burdens and keep more capital in play.
Tax Solutions for Real Estate Developers
Strategic guidance for complex development projects.
Tax Planning for Large Income Events
Big paydays from property sales or project completions often come with equally big tax bills. We help developers plan for these income spikes by identifying ways to spread, defer, or offset taxable income using methods like installment sales, cost segregation, and timing strategies, so you keep more of what you earn.
Accurate Cost Tracking and Project Accounting
Allocating land, construction, soft costs, and financing across multiple phases or entities can get messy. We implement clear, developer-specific accounting systems that properly track and allocate costs, ensuring you stay compliant, maximize deductions, and maintain clean records for tax reporting, financing, and investor reporting.
Multi-Year Tax Strategy
Specialized Guidance for Developer Entities and Partnerships
Who We Help
Ground-up builders, land developers, urban infill specialists
Services We Provide
- Cost segregation
- Development-stage expense planning
- Exit & capital gains strategy
Client Success
Jordan, a real estate developer, had a strong portfolio of five self-storage facilities and seven single-family rentals, but year after year, paper losses did not translate into real tax savings. With approximately $500,000 in annual net income and a goal of hitting $1 million in monthly gross revenue, Jordan was generating real momentum. Still, bookkeeping was messy, and everything ran through a single S Corp with a handful of side partnerships. Depreciation was not tracked correctly, and millions of dollars in potential deductions sat untouched without cost segregation studies. We stepped in with a tailored strategy built around structure, timing, and clarity. We started by creating a holding company framework to centralize ownership while keeping each asset liability remote. Then we pinpointed which properties would deliver the biggest depreciation benefits in 2024 and launched engineering-based cost segregation studies. On the accounting side, we rebuilt the chart of accounts, cleaned up the way income flowed between entities, and put consistent month-end processes in place. The outcome speaks for itself. Jordan now saves over $30,000 annually in recurring taxes. Month-end close went from 20 days to just 7. These tax savings are now being used to pay off high-interest debt and fund larger development opportunities. With clean books and strong compliance documentation, lenders see the portfolio as less risky. That means smoother approvals and better terms. Most importantly, Jordan has regained peace of mind and a clear roadmap for how each investment supports long-term goals.
