Tax Planning & Strategy for Real Estate & Construction
Planned year-round, not discovered at filing.
- Planned before the year closesStrategy while there is still time to act, not after the return is due.
- Built for real estate and constructionDepreciation, entity strategy and Washington B&O, from a CPA who invests in real estate herself.
- One team for the plan and the returnThe firm that plans your year files it.
Tax Strategy & Preparation
Most of your tax bill is decided before December 31, not in April. We build your plan early, adjust it as your properties, jobs or closings change, and then prepare the return that matches it. We focus on what drives taxes for real estate investors, agents and contractors: depreciation, entity structure, estimated payments, the timing of sales and commissions, and Washington B&O. Vietnamese-language service available.
What's included
Strategy, all year
- Depreciation planning: how much to take, and when, across your properties and equipment
- Cost segregation: when the numbers support it
- Entity review: whether an LLC, an S corporation election, or both make sense for your income
- Sales and 1031 exchanges: timed before you sign, not after
- Estimated payments: set to what you'll actually owe
- Commission and closing timing: for agents with year-end deals
- Year-end moves: made while they still count
Preparation, the return
- Individual and entity returns
- Schedule E and rental reporting
- Washington B&O
- Filed by the CPA team that built your plan
How it works
A free consultation
A call to see where you stand, with no charge.
Your tax strategy
A plan for the year, built around your properties, jobs or commissions. Starts with a paid Strategy Session, credited toward a full plan.
Check-ins through the year
Changes made while there is still time to act, before the year closes.
The return, filed
Prepared by the CPA team that built your plan. Vietnamese-language service available.
Built for your line of work
Contractors
- Year-round tax planning
- Estimated taxes planned
- Equipment and vehicle purchases timed
- Washington B&O filed on time
Investors
- Depreciation handled
- Entity strategy
- Cost segregation, when it pays
- Planning around a sale
Agents
- Year-round tax planning
- Estimated taxes planned
- Entity strategy
- Commission timing
What clients say
“Her approachable style transforms complex tax and financial discussions into efficient, stress-free consultations.”
Not sure where to start?
Book a free consultation and we'll walk through your year together.