Tax & Financial Services Designed for Real Estate

At Foundation Financial & Tax, we provide expert tax, accounting, and advisory services tailored to the real estate industry. Whether you’re managing one property or many, working full-time in real estate or investing on the side, our services are built to meet you where you are and support your long-term goals.

Tax Preparation

Comprehensive, accurate tax filings that take full advantage of real estate-specific deductions and reporting requirements.

Services include:

  • Federal and state tax returns (1040 with Schedules E, C, K-1s)
  • Entity returns (Partnerships, S Corporations, C Corporations)
  • Multi-state filings
  • Evaluation of passive activity rules and material participation

Focus: Deliver compliant, strategic filings that reflect the complexities of real estate ownership and operations.

Tax Planning & Advisory

Ongoing, proactive tax strategy to help reduce liability and plan for the future.

Services include:

  • Year-round planning sessions
  • Depreciation and QBI deduction optimization
  • 1031 exchange and Delaware Statutory Trust (DST) guidance
  • Cost segregation timing and analysis
  • Rental property classification (short-term vs. long-term)
  • Real estate professional status evaluation (Section 469)
  • Capital gains and exit planning

Focus: Minimize taxes, maximize benefits, and plan ahead with clarity and confidence.

Cost Segregation & Depreciation Analysis

Accelerate deductions and increase cash flow with detailed depreciation strategies.

Services include:

  • Coordination of cost segregation studies
  • Depreciation schedules and forecasts
  • Fixed asset tracking
  • Assistance with partial asset dispositions

Focus: Leverage real estate tax tools to enhance immediate and long-term cash flow.

Entity Structuring & Selection

Set up and maintain the right business structure to protect assets and support growth.

Services include:

  • Comparison of LLCs, S Corps, and Partnerships
  • Entity recommendations based on tax, liability, and operational needs
  • Holding company and multi-entity structure guidance
  • Structuring for joint ownership or investment partnerships

Focus: Align your structure with your goals to improve tax outcomes and reduce risk.

Bookkeeping & Financial Reporting

Accurate, real estate-specific bookkeeping and financial reporting that makes tax time easier and business decisions smarter.

Services include:

  • Monthly or quarterly bookkeeping
  • Profit & loss statements, balance sheets, and cash flow reporting
  • QuickBooks Online setup, training, and cleanup
  • Tracking of rental income and property-related expenses
  • Property-level financial visibility

Focus: Maintain clean, accurate books to support compliance, planning, and growth.

Payroll & Contractor Payment Support

Support for paying team members and vendors, while staying compliant and efficient.

Services include:

  • Payroll processing
  • 1099 preparation for contractors, agents, and vendors
  • Analysis of owner draws vs. payroll for active real estate businesses

Focus: Streamline payments and stay compliant with IRS and state requirements.

Financials for Investors & Lenders

Professional, lender-ready reports that support financing, partnerships, and growth.

Services include:

  • Personal financial statements
  • Net worth and DSCR (debt service coverage ratio) calculations

  • Pro forma projections for real estate projects

Focus: Provide the clarity and credibility needed to access capital and build relationships with lenders or partners.

Real Estate is What We Do

Our entire practice is built around the real estate industry. From rentals and developments to professional services and everything in between, we understand the unique challenges and opportunities that come with managing real estate from a tax, accounting, and advisory perspective.

Let’s build your foundation.