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REAL ESTATE ACCOUNTING SERVICES
Partner with CPAs who understand the complexities of real estate investment. From transaction advisory to tax strategy, we provide comprehensive accounting services to help you build and protect your real estate wealth.
REAL ESTATE ACCOUNTING & ADVISORY SOLUTIONS
Our specialized real estate accounting team brings over 40 years of expertise to your investment portfolio. From tax strategy to financial advisory, we help real estate investors and developers optimize returns, ensure compliance, and make data-driven decisions across their entire property portfolio.
- Tax Planning & Returns
- Real estate tax strategy
- Entity and individual returns
- Transaction planning
- Financial Advisory
- Investment analysis
- Cash flow management
- Strategic reporting
STRATEGIC REAL ESTATE ACCOUNTING SOLUTIONS
Real estate investing is complex enough without worrying about tax implications and financial strategies. As your dedicated real estate CPA firm, we focus on maximizing your success through:
- Comprehensive tax strategy and compliance
- Investment structure optimization
- Portfolio performance analysis
Why Dallas investors trust our team:
- Four decades of real estate accounting expertise
- Personalized attention to your investment goals
- Strategic guidance at every portfolio stage
We handle the complex details so you can focus on growing your investments.
Other Industries
Entrepreneurial Businesses
We serve entrepreneurial businesses through Entity structure evaluation, recommendations, and implementation, Federal and state income tax preparation, and more
Oil and Gas
Our energy-focused, highly-tenured CPAs bring “Big Four” expertise in offering tax and assurance services to oil and gas exploration, drilling, production, development, pipeline, and service companies.
Agriculture and Farming
We serve agriculture and farming industries with entity structure evaluation, recommendations, and implementation, federal and state income tax preparation, and more.
THE PATTEN ADVANTAGE
When you choose our real estate accounting services, you’re selecting a partner committed to your investment success. We combine deep industry expertise with personalized attention to deliver results-driven solutions.
You deserve clear, straightforward guidance. We communicate complex tax strategies without the jargon. Every conversation focuses on your investment goals and practical next steps.
Four decades of Dallas real estate experience guides our advice. We understand local market dynamics inside and out. Your portfolio benefits from our deep regional expertise.
Strategic tax planning safeguards your wealth. We stay ahead of tax law changes that affect your properties. Your investment success drives every recommendation we make.
You get direct access to experienced CPAs who know your portfolio. We respond quickly when you need answers. Count on consistent support for your investment decisions.
Request a Consultation
Look for CPAs with specific real estate expertise, local market knowledge, and a track record of serving property investors. Ensure they offer comprehensive tax planning and investment advisory services.
Real estate investors can benefit from depreciation deductions, 1031 exchanges, cost segregation studies, and various expense write-offs. A specialized real estate tax accountant can help maximize these advantages.
Regular quarterly meetings help optimize your tax strategy and investment planning. Additional consultations are recommended before major transactions or during significant market changes.
Real estate accounting requires specialized knowledge of property transactions, cost recovery, passive activity rules, and complex tax regulations specific to real estate investments.
Engage a real estate CPA before making major investment decisions, when expanding your portfolio, or if you’re seeking to optimize tax strategies for existing properties
Through strategic tax planning, entity structuring, timing of transactions, and identifying all available deductions and credits specific to real estate investments.
Seek firms with proven real estate expertise, comprehensive tax planning services, and a proactive approach to portfolio optimization and compliance management.
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