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UAReal Estate
A stronger property strategy starts with a clearer tax plan. Connect rental income, commissions, ownership decisions and major purchases before tax season arrives.
Built around the way you work.
WHO WE HELP
Built around the way
you do business.
Whether you work independently or lead a growing team, we start with your business model, your records and your goals.
COSTS WORTH A CONVERSATION
Your everyday costs. A clearer tax picture.
These are common costs to review with us. We help separate business expenses, inventory and assets so they receive the appropriate treatment.
See what records to keepProperty repairs & maintenance
Management & leasing fees
Insurance & property taxes
Advertising & listing costs
Professional fees & software
Property & equipment purchases
Contract labor & subcontractor services
Examples for discussion. Eligibility, business use, documentation and tax treatment must be reviewed for your situation.
HOW WE HELP
Tax planning first.
Support through the year.
A plan before decisions. The right returns when it is time to file.
Year-round tax planning
Review rental activity, ownership structure and purchase or sale plans before major decisions.
Tax preparation & filing
Prepare applicable business returns and coordinate owner-level tax filings based on your entity, activity and supporting tax documents.
Payroll & contractor tax reporting
Support payroll, payroll tax filings and applicable contractor tax reporting. The right treatment depends on the working relationship and relevant requirements.
Rental & commission tax preparation
Review rental activity, commissions and ownership details for the returns that apply to you.
Repairs & capital improvements
Review invoices and work performed to distinguish expenses from improvements that may require capitalization.
Property & depreciation planning
Review acquisition, improvement and sale documents to support appropriate property tax treatment.
A SIMPLE PLACE TO START
Bring the records.
We’ll bring the questions.
Our intake questionnaire and a few focused follow-up questions help us identify the documents your business needs.
Already a client? Use the secure portal ↗- Closing statements & ownership documents
- Rent rolls & property statements
- Repair and improvement invoices
- Mortgage interest & tax statements
Your situation is one part of the picture.
Your industry shapes your business. Your income, family and plans shape the rest of your tax picture.
MORE INDUSTRY EXPERIENCE
