Real Estate Accounting & Tax Specialists

Real Estate Accounting, Tax & Advisory Services

Expert accounting, tax, and advisory services for real estate businesses—developers, property managers, investors, and brokers—designed to enhance profitability, simplify tax complexity, and support strategic growth

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Real Estate Tax & Advisory

Managing real estate is more than transactions—it’s about navigating shifting markets, complex tax regulations, and capital-intensive portfolios. From new acquisitions to ongoing operations, we help you manage risk, improve cash flow visibility, and build a scalable financial foundation.

Whether you're optimizing your rental portfolio, launching a development, or preparing for a 1031 exchange, we guide you through every move.

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Real Estate Accounting, Tax & Advisory Services

Rental Income Management

Many real estate ventures suffer from unpredictable income and high outflows. We build reliable cash flow projections to anticipate shortfalls, managing rental cycles and operational costs effectively.

Accelerated Depreciation via Cost Segregation

Large tax deductions often go unclaimed. Through engineering-backed cost segregation, we reclassify assets—unlocking accelerated depreciation and improving cash flow significantly.

Revenue Recognition & Multi-Entity Structures

Real estate firms typically juggle varied income—leases, sales, development projects—across multiple entities. We handle proper recognition and consolidation, keeping your financials clean and audit-ready.


 

Tax Planning 

Strategic tax moves—1031 exchanges, energy-efficient deductions, low-income housing credits—offer powerful savings. We identify and implement them to reduce liability while staying compliant.

 

Scalable Bookkeeping

Growing portfolios create accounting drag—multiple properties, invoices, leases can overwhelm. Outsourced bookkeeping and AP systems streamline operations and boost accuracy.

Kelly+Partners Financial Progress System™

At Kelly+Partners, our philosophy is simple: expert advice tailored to your personal, business, wealth, and estate needs. With structured systems and year-round contact, we deliver clear, strategic guidance for long-term financial progress.

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1. Place

We start by identifying where you are today—then work with you to define clear goals for the next 5, 10, and 20 years.

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2. Profile

We map your personal and business finances, wealth position, and succession needs to build a complete picture.

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3. Plan

A tailored financial strategy is created to align with your objectives—ensuring structured, consistent progress.

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4. Progress

We track your performance through regular reporting—monthly or quarterly—so you stay on course and in control.

Heart

+77

Net Promoter Score

Our clients rate us a +77 for service satisfaction, compared to the accounting industry average of +41.

Star Filled

400+

5-Star Reviews

400+ Google reviews and client testimonials speak for themselves. Our goal is to make every client a raving fan.

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Global Office Locations

With a growing network of offices across the USA, Australia, Ireland, Hong Kong, and India—you’re covered.

Locations Across the US

Kelly+Partners is fully cloud-based, allowing us to work with you from anywhere. However, if you prefer an in-person visit, we also have offices in California, Florida, North Carolina, and Texas.

 
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Ready to get started?

It starts with a conversation. At Kelly+Partners, we deliver expert advice tailored to your personal, business, wealth, and estate needs—backed by structured systems and year-round support.

Book a discovery meeting
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