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Real Estate Investment Tax
Rental income and depreciation, passive loss rules, 1031 exchanges, cost segregation, short-term rentals and selling a rental — for landlords and investors.
What is included
- Schedule E with depreciation schedules for each property
- Passive activity loss rules and the real estate professional test
- 1031 exchange planning and reporting
- Cost segregation and bonus depreciation review
- Gain and depreciation recapture when you sell
Depreciation works both ways
Depreciation lowers tax every year you own a rental, and part of it is taxed again when you sell. Planning the holding period, exchanges and records keeps more of the gain.
Common questions
Are Airbnb rentals treated differently?
Often yes: short average stays can change whether the activity is passive, and the local occupancy taxes apply too.
Tell us your situation. We will tell you the fee.
A few short questions, a written quote within one business day, and a free 15-minute consultation if you would rather talk it through first.