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Book a consultation
Tell us whether you invest, sell, develop, or some mix, and how the properties or projects are held today.
Industries We Serve
Tax, bookkeeping & advisory for real estate.
Property income, depreciation, and deal structure all affect the return. We work with real estate investors, agents and brokers, and developers to keep the books clean and the tax plan intentional.
Book a consultationInvestors, agents, brokers, and developers
How this work usually looks
Real estate work rarely lives in one place. Investors and developers may be managing rentals, refinances, and even new construction. Agents and brokers often mix W-2 or 1099 commission income with their own investments. Developers have project costs that need to stay organized long before a sale.
Depreciation, deal structure, and entity choice affect what you keep. The books have to support that plan, property by property or project by project.
When activity spans more than one property, entity, or state, a single year-end pile of statements is rarely enough. The useful work is a set of books and a tax plan that stay current as deals close.
Tax, bookkeeping & advisory challenges
These are the issues we see most often in real estate.
- Rental income, expenses, and depreciation that need to be tracked by property
- Deal structure, entity choice, and how income flows to the owners
- Commission and business income for agents and brokers alongside personal investments
- Development and project costs that have to stay organized before a sale
- Estimated taxes, sales, refinances, and questions about like-kind exchanges
- Books across more than one property, entity, or state
How Cornerstone helps
We tailor tax planning, bookkeeping, entity setup, and compliance to this work.
- Tax planning around depreciation, deal structure, and property or project income
- Bookkeeping organized by property, entity, or project so the numbers stay usable
- Entity setup and maintenance for holdings, partnerships, and operating companies
- Advisory on cash flow, estimated taxes, and the timing of a purchase or sale
How we help across tax, bookkeeping & advisory
The work is tailored to this industry, with a consistent point of contact and a plan that runs through the year — not only at filing time.
Tax
Planning that treats depreciation, structure, and the eventual sale as part of one picture.
- Depreciation and cost segregation questions as they apply to your properties
- Entity and partnership structure for holdings, deals, and development
- Tax planning around a purchase, refinance, sale, or like-kind exchange
- Estimated taxes as rental, commission, or project income arrives unevenly
Bookkeeping
Books you can read by property, entity, or project— not one mixed pile.
- Monthly bookkeeping for rentals, commissions, or development activity
- Income and expenses tracked by property or project
- Records that support depreciation, loans, and capital improvements
- A consistent close so you can see how each piece is performing
Advisory
Help with the decisions that sit around the return.
- Cash-flow planning across properties, projects, or a commission year
- Timing and structure questions when you buy, sell, or refinance
- A point of contact for investors, agents and brokers, and developers
- Coordination when more than one entity or state is in the picture
What working with us looks like
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Get a clear plan
We’ll outline how tax, bookkeeping, and advisory should work across the properties, entities, or deals you have.
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Stay current through the year
From there we keep the books and the plan current as rent is collected, deals close, or projects move forward.
Ready to talk through your situation?
Book a consultation and we’ll look at how tax, bookkeeping, and advisory should work for you.
Book a consultation