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Certified Public Accountants (CPA)
All 50 United States
International Clients Welcome
Crypto & 1099-DA Specialists
English · Polish · Ukrainian
24-Hour Response Commitment
✓
Business Returns (1120, 1065, 1120-S)
Corporate, partnership, and S-corporation returns for all entity types, filed accurately and on time.
✓
Multi-State Filing
Returns spanning multiple states with proper nexus analysis, apportionment, and state-specific compliance.
✓
Amended Returns (Form 1040-X)
Corrections to prior-year returns — recovering missed deductions, correcting errors, and filing amended state returns.
✓
IRS Correspondence & Notices
We handle all IRS letters, notices, and inquiries on your behalf — professionally and promptly.
✓
Prior Year & Late Returns
Unfiled returns for any prior year, including penalty abatement strategy and installment agreement guidance.
Why CPA Legacy Group
CPA-Led Professionals — licensed, credentialed, and fully accountable
24-Hour Response Guarantee — a real professional responds within one business day
Year-Round Availability — not just during tax season; we are here whenever you need us
All 50 United States — multi-state and federal compliance expertise
International Clients — foreign companies and individuals served with full expertise
Trilingual — English, Polish & Ukrainian — serving diverse clients and businesses
Ready to get started?
Request a Consultation
Home›Industries›Real Estate Investors
Certified Public Accountants · Industry Expertise

🏠 Real Estate Investors

Tax-efficient strategies for residential and commercial real estate — delivered by Certified Public Accountants who understand your industry's specific challenges.

Schedule a Consultation ← All Industries
Overview

Understanding Your
Industry's Tax Landscape

Real estate is one of the most tax-advantaged asset classes in the US tax code — but only if you structure your holdings correctly. Depreciation, cost segregation, 1031 exchanges, the real estate professional status, and qualified opportunity zone investments can dramatically reduce or defer your tax burden. But the rules are complex, the elections are time-sensitive, and mistakes are expensive.

Talk to Our Team
27.5 yrs
Residential depreciation life
180 days
1031 exchange window
5,000+
Returns filed
24h
Response guarantee
Related Services
Common Challenges

Tax & Financial Challenges
Real Estate Investors Businesses Face

These are the issues we see most often — and the ones that cost the most when handled incorrectly. Click any item to read more.

Depreciation — Missing the Full Benefit+
Residential rental property depreciates over 27.5 years and commercial over 39 years under standard depreciation. But personal property components and land improvements embedded in those buildings can be depreciated over 5, 7, or 15 years — significantly accelerating deductions. Most investors leave years of accelerated depreciation on the table.
Cost Segregation — Accelerating Deductions+
A cost segregation study identifies components of a building qualifying for shorter depreciable lives. On a $1M commercial property, a study can move $150,000–$300,000 of depreciable basis into 5 and 7-year property — creating large first-year deductions through bonus depreciation.
1031 Exchange Timing & Identification Rules+
A Section 1031 like-kind exchange defers capital gains indefinitely by rolling proceeds into a replacement property. The rules are strict — 45 days to identify, 180 days to close, no touching the proceeds. Missing any deadline triggers immediate capital gains tax on the entire transaction.
Passive Activity Loss Rules & Real Estate Professional Status+
Rental losses are passive and can generally only offset passive income. But if you or your spouse qualifies as a real estate professional (750+ hours per year), losses become active and can offset all income. This election can create $20,000–$50,000+ in annual tax savings for qualifying investors.
Short-Term Rental Tax Treatment+
Airbnb and VRBO properties have different tax treatment depending on average rental period. Properties with average stays of 7 days or fewer may qualify for non-passive treatment — but only with proper documentation and material participation tracking.
Entity Structure for Multi-Property Portfolios+
As your portfolio grows, holding all properties in a single LLC creates concentration risk. A series LLC, holding company structure, or property-specific entities can provide liability protection and tax optimization depending on your situation.
How We Help

Our Services for
Real Estate Investors

Every engagement is tailored to your specific situation. We build strategies that fit your industry, your numbers, and your goals — not generic advice applied to everyone.

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Depreciation Scheduling & Cost Segregation
We prepare detailed depreciation schedules and coordinate cost segregation studies to maximize your annual deductions.
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1031 Exchange Planning & Compliance
Pre-sale planning, qualified intermediary coordination, identification period tracking, and complete exchange documentation.
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Real Estate Professional Status Analysis
We analyze your hours and activities to determine qualification and document the election to withstand IRS scrutiny.
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Passive Activity Loss Planning
Annual analysis of passive income and loss positions to maximize deductible losses and plan for future utilization.
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Real Estate Entity Structuring
LLC formation, series LLC analysis, and holding company structures tailored to your portfolio.
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Real Estate Tax Return Preparation
Schedule E, Form 8825, and all real estate-specific forms — accurate and optimized.
Why CPA Legacy Group
Industry-specific expertise — not generic advice applied to your situation
CPA-Led professionals — licensed, credentialed, accountable to every client
24-hour response guarantee — every inquiry, every time, no exceptions
All 50 states — multi-state and federal compliance expertise
Year-round availability — not just during tax season
English, Polish & Ukrainian — trilingual professional service
Ready to get started?
Schedule a Free Consultation
01
Consultation

We discuss your specific situation, industry challenges, and goals — honestly, without pressure. No obligation.

02
Engagement

A clear written engagement letter with transparent pricing. A dedicated CPA assigned to your account.

03
Execution

We prepare your deliverables with open communication throughout. You review and approve before anything is filed.

04
Year-Round Support

We remain your trusted advisors after filing — for planning, IRS matters, and every financial decision in between.

Ready to Work with a CPA Who
Knows Real Estate Investors?

Schedule a free consultation. We'll listen to your situation and tell you exactly how we can help. English, Polish, and Ukrainian available.

Schedule a Consultation ✉ Email Our Team

✓ 24-HOUR RESPONSE GUARANTEE

Ready to Build a Stronger
Financial Future?

Reach out by phone, form, or email — a real professional responds within 24 hours. No automated replies. No runarounds. Your success is our commitment.

Schedule a Consultation✉ Email Our Team Directly✓ 24-Hour Response Guarantee
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