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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.

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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