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Real Estate Tax
Specialized tax solutions for real estate investors and property owners, including 1031 exchanges and cost segregation.
What we'll need
- Rental income and expense records
- Closing statements for any purchases or sales
- Depreciation schedules for existing properties
- 1031 exchange documentation, if applicable
- Cost segregation study (if performed)
Key due dates
45-Day Identification (1031 Exchange)
45 days after sale
180-Day Exchange Completion
180 days after sale
Individual/Business Return
April 15
Dates shown are general guidance and may shift for weekends/holidays or your specific situation.
Related guides
How a 1031 exchange works — and how it can affect your situation →
A 1031 exchange lets you sell investment or business real estate and buy more without paying tax on the gain yet. It defers the tax rather than erasing it, and it only works if the rules are followed exactly.
Capital gains: how timing and character decide the tax →
The same dollar of profit can be taxed at 0%, 15%, 20%, 25%, 28% or your ordinary rate, plus 3.8% on top — depending on what you sold, how long you held it, and what else is on your return that year.
Ready to get started?
Book a free 15-minute intro call and we'll walk you through exactly what's needed.
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