Real Estate Tax Preparation for Investors

We work with real estate investors and small business owners of virtually all types. This includes single-family, multifamily, and commercial investors of all sizes. We’ve worked with clients with just a handful of properties to clients with dozens to hundreds of properties.

We also work with wholesalers, flippers, agents, brokers, syndicates, funds, and other real estate businesses.

Generally no. However, we do believe good tax planning is the foundation to minimizing taxes and have a few different ways we can help you get a tax plan in place. You can learn more about your tax planning options here.

At Hall, we truly believe that every real estate investor should have a Tax Plan in place. It's the actions you take throughout the year, sometimes years in advance, that will impact the results of your tax return.

That is why we strongly encourage real estate investors to go through one of our tax planning services prior to onboarding for tax preparation services.

For clients who have an active advisory engagement or outsourced bookkeeping engagement, our tax preparation minimum is $1,500.

Real estate tax is often more complex than other businesses, and many generalist CPAs will rush through the preparation and filing process which often leads to errors that can cost you money. 

What’s more, most generalist CPAs aren’t even aware of the opportunities available to you and thus miss them, also costing you money. But it gets worse, not only will they miss opportunities, but sometimes they make mistakes that will cost you, even more, to correct down the road. 

At Hall, we pride ourselves on the ability to prepare your return accurately while at the same time ensuring that you're not missing out on opportunities for substantial tax savings.

If you want your return filed for the lowest cost possible and risk missing out on opportunities for tax savings, or worse having to pay more to have it fixed later, you’ll have to go work with the other guys. That’s just not us.

We currently extend all of our first-year clients for quality control purposes to ensure we are preparing your return accurately, and that you're not missing out on major opportunities for tax savings during our first year working together. 

In addition, this prevents you from having to rush to get all the information and documentation to us before the filing deadline.

After working with 800+ clients over the last five years, we found this process leads to a better experience and results for our clients.

Then the following year we can generally file your returns on time assuming we have all the information and documentation to us before the requested deadline.

Yes, with the exception of our administration staff, all members of the firm are required to take at least 40 hours of continuing education (CPE) per year.

In addition to CPE, we have professional research software and subscriptions that provide updates on changes to the tax code.

We understand we may not be the lowest priced option around.

However, unlike most CPAs who simply prepare and file tax returns and never give any advice on how to improve your tax situation, we will be providing you with advice on how you can best take advantage of the tax code to minimize your tax bills and have the peace of mind that you’re not missing out on major tax-saving opportunities.

Additionally, most CPAs are generalists and aren’t even aware of all the opportunities, and in some cases, we’ve found they may actually be costing you money - making them not so cheap after all!

We are a 100% virtual organization with members across the United States.

When transferring data to and from potential clients we use Google Suite, and for clients, we use CCH Axcess. 

Both platforms meet SOC 2 compliance, a framework designed by the AICPA to safeguard the storage and transfer of customer data in the cloud.

SOC 2 reports are issued by independent third-party auditors covering the principles of Security, Availability, Confidentiality, and Privacy.

We generally recommend using one of two methods:

1. The IRS safe harbor method of paying in 110% of last year's tax liability, through W-2 withholding and estimated tax payments. This will not be 100% accurate but will reduce potential exposure to penalties and interest.
2. We can create a tax estimate at an hourly rate.

You can engage our firm at any time, however, we may not be able to file on time depending on when you engage us. 

Yes, all new clients meet with one of our Tax Managers for a Kick-Off Call to discuss the tax preparation process, expectations, and what information and documentation you'll need to prepare your returns.

We are always taking on new clients. Our recruiting efforts allow us to grow our team of expert real estate tax preparers to support our clients with unparalleled tax preparation services.

We will always support our clients through an audit. Our tax strategy plans include audit support as long as the plan is active (including renewals).

Yes, we do. We offer accounting system setup (QBO) and on-going monthly full-cycle accounting for real estate investors and small businesses.

At the moment the service is generally only available to our tax-planning clients, large investment portfolios, syndicates, and funds. Feel free to ask your Advisor about these services.

To get started please visit our Become a Client webpage. If you fit the description of clients we work with, please fill out a webform and provide as many details about your tax and financial situation as possible.