Serving Southeastern Wisconsin Since 1935
Real Estate

Real Estate

Real estate industry professionals turn to us when they need a Wisconsin-based CPA firm that concentrates in the real estate accounting industry. To better meet the tax and accounting needs of the agents, brokers, developers and investors, we have developed individualized services to address your industry specific challenges, compliance needs and industry standard tax practices. Our real estate accounting services are designed to help resolve some of the issues you face during the acquisition, development, holding and selling phases by providing sophisticated income and tax minimization strategies and services.

In working with property owner clients, we seek to maintain maximum tax benefits, protect your assets from creditors, and facilitate family estate planning. Our services include:

  • All tax services — business, individual and multi-state, etc.
  • Accounting and bookkeeping
  • Strategic tax planning
  • 1031 exchanges of "like-kind" investment property
  • Budgeting and cash flow projections
  • Business entity structuring
  • Tax deferral transactions
  • Passive activity deductions
  • Litigation support
  • Accounting software - QuickBooks®
  • Payroll
  • Debt restructuring

We have worked with firms in the following practice areas:

  • Real estate developers, investors and operators
  • Commercial real estate
  • Residential real estate
  • Co-ops and condominium and homeowner associations
  • Construction and home builders
  • Architects, engineering and surveying firms
  • Real estate brokers and agents
  • Real estate lawyers
  • Insurance providers for commercial and residential properties

We offer a free initial consultation for real estate businesses. Call us today at 262.634.7108 and ask for Joe to schedule a mutually convenient time to meet.