Your Real Estate Accountant
It’s crucial to choose a real estate accountant who can proactively minimize your tax burden by up to $1M/year, while helping you to grow your profits.
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Increase profitability | |
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Upfront fixed fee | |
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Proactive and innovative |
Top Real Estate Accountant Platforms
Wise Agent
Follow Up Boss
Realvolve
LionDesk
Salesforce
Propertybase GmbH
Reale360
The Importance of a Specialized Real Estate Accountant
60%
of small business owners have limited financial
knowledge
knowledge
According to Accountancy Age, the biggest fear for small business owners handling their own accounting is making a mistake. This is probably because 60% of small business owners have limited knowledge when it comes to the financial and accounting aspects of their business.
98%
of small business owners who have an accountant feel more confident about their business
Nine out of ten small business owners believe that their accountant plays a key role in the success of their business. In fact 10 out of 10 of the small businesses who have a CPA say other businesses should get one too and 98% said their accountant gives them more confidence in their small business.
44%
of business owners believe their accountants are more reactive than proactive
A large portion of small business owners don’t feel their accountants are coming through for them. For example, 44% claim their accountants are more reactive than proactive, with 36% experiencing timeline issues, 32% lacking sufficient guidance, 29% feeling their accountants don’t offer advice, and 23.6% not being adequately educated by their accountants.
We’ll Integrate with Your Cloud Accounting Software
Real Estate Data Management Regulations You Need to Know
Data management regulations are vital in real estate to protect sensitive client information, ensure transparency, and prevent fraud in transactions. They also help firms comply with legal standards, avoiding penalties and safeguarding both client trust and business integrity.
Fair Housing Act
In 1968, the federal government passed the Fair Housing Act to safeguard individuals from discrimination in housing transactions, including buying, renting, and financing. The law prohibits agents from discriminating against clients based on race, color, national origin, religion, sex (including gender identity and sexual orientation), familial status, or disability.
Contractual Obligations
In real estate, contractual obligations refer to the legally binding duties agreed upon by the parties involved in a real estate transaction, such as buyers, sellers, and agents. These obligations typically include terms like property delivery, payment schedules, disclosure of property conditions, and adherence to agreed timelines, ensuring all parties fulfill their responsibilities as outlined in the contract. Failure to meet these obligations can result in legal consequences, such as breach of contract claims or financial penalties.
Environmental Laws
Real estate agents must also be mindful of environmental laws, which address issues like lead paint, unsafe drinking water, asbestos, and other hazards that could harm homeowners. To protect clients and the local environment, agents should stay updated on relevant federal and state regulations and ensure each sale includes a thorough home inspection.
How Do We Save You $10K+ to $1M+ in Taxes?
Using Our “Tax Planning” Strategies
Using Our “Tax Planning” Strategies
| The Tax Plan For Current Year & Beyond | ✓ |
| Deduction Review & Strategy Planning | ✓ |
| Legal Entity Optimization Across LLC, S Corp, Partnership | ✓ |
| Retirement Options To Save While Minimizing Taxes | ✓ |
| Insurance Review To Protect Assets & Reduce Taxes | ✓ |
| TCJA, FFCRA, CARES Review For Liability Minimization | ✓ |
| IRS & Court Case References Support Positions | ✓ |
| Core Strategy Implementation | ✓ |
| Business Tax Preparation | ✓ |
| Quarterly Estimated Payments | ✓ |
| Quarterly Core Tax Planning & Implementation | ✓ |
| Quarterly 1-On-1 Review Tax Position | ✓ |
Looking for More Advanced Strategies?
Asset Protection
Tax-Advantaged Wealth
Exit & Capital Gains
Niches Specific
International
Your Financial Partners
With 27 years of experience, we specialize in best-in-class tax minimization strategies, personalized advisory, and technology-driven efficiency.
We formed Accountant Partners so business owners like yourself would receive partner-level value in accounting, reporting, and strategic advisory, providing real-time insights that help minimize your tax burden and maximize profitability.
Our holistic approach ensures quality-consistency, efficiency, and peace of mind communication, allowing you to focus on what you do best.
As your trusted partner, we aim to build a strong, long-lasting relationship to grow your business profitably and create a long lasting advantage towards continuous success.
Allan Bayer | Accountant Partners
Partner
Trusted by Business Owners
We Strive for World Class Service
Call/Email Response Within 24 Hrs
Schedule of Service Delivery
Upfront Fixed Fee
Real Estate Accounting Experts
Multiple Points of Firm Contact
Proactive CPAs
Constantly Innovating!
Switching Accountants Is Easier Than You Think
Switching accountants only seems like a major pain in the butt…
But in reality, it’s a brief communication with your current accountant:
Your accountant is professionally mandated to provide your books to whomever you request they go to. It’s really that easy.
The Only CPA Firm with a Pricing Guarantee
Our pricing guarantee is simple: If we don’t quote you upfront for the work, we don’t expect you to pay. Whether that’s in our first engagement with you, or it’s in 20 years from now.
You’ll never receive an unpleasant surprise in our invoicing.
Our guarantee makes it a no-brainer to work with Small Business Accountant.
Book Your Free Consultation
If you’re looking to grow your business and willing to listen to new and better ideas, then we’re the trusted Small Business Accountant for you.
During our initial consultation, we’ll review your immediate needs and provide a course of action with a fixed-fee quote (no surprise bills here).
FAQs
What is real estate in accounting?
Real estate accounting involves organizing and managing a company’s financial activities, including recording all transactions. Real estate accounting departments handle the financial aspects of buying, selling, and renting properties, ensuring accurate records and proper financial reporting for compliance and decision-making.
Why Accounting For Real Estate Agents is So Important?
Specialized accounting for real estate agents is essential because it helps track commissions, expenses, and taxes, ensuring accurate financial management and compliance with tax laws. Proper accounting also provides insights into profitability, cash flow, and business performance, allowing agents to make informed financial decisions and plan for future growth.
What are the skills needed for real estate accounting?
Real estate accounting requires strong knowledge of financial reporting, property management accounting, and tax regulations specific to real estate. It also demands proficiency in bookkeeping, financial analysis, and the use of accounting software
What are the principles of the real estate accounting system?
The principles of real estate accounting include accrual accounting, which recognizes revenues and expenses when they are earned or incurred rather than when cash is exchanged, and cost basis accounting, where property is recorded at its historical cost. Additionally, real estate accounting follows depreciation rules for fixed assets, tracks capital improvements separately from repairs, and adheres to revenue recognition standards for rental income, sales, and commissions.
What are some common mistakes to avoid in the real estate accounting system?
Common mistakes in real estate accounting include failing to properly separate personal and business expenses, which can complicate financial reporting and tax compliance. Other frequent errors include misclassifying capital improvements as repairs, neglecting to track depreciation, and not keeping up with changes in real estate tax laws or revenue recognition standards.
Your Next Steps
Request a Consultation |  |
We’ll review your immediate needs and provide a course of action to help you save money on taxes and grow your business.
How We Helped a Business Grow & Exit for $1.7M |  |
See how one business owner unlocked $1M in capital.
Real Estate Accountant Locations Near You
Small Business Accountant Huntington Beach
7259 Seaworthy Dr
Huntington Beach, CA
92648
(657) 300-6966
Small Business Accountant Pembroke Pines
2010 NW 150th Ave ste 202
Pembroke Pines, FL
33028
(754) 238-0525
Serving All Industries
Consult with a Small Business Accountant Today.
