Real Estate

To better meet the needs of the Utah real estate industry, we've 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 work to deliver maximum tax benefits, protect your assets from creditors, and facilitate family estate planning. Our services include:

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

We've worked throughout the Utah area with firms in the following practice areas:

• Real estate developers, investors and operators
• Commercial real estate
• Residential real estate
• Co-ops, condominium and home-owner 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 give you the plan you need to minimize your tax. Without "red flags," "grey areas" or "aggressive" strategies. We partner with real estate professionals throughout Utah and surrounding areas. We have the experience -- and more important, the proactive attitude -- to give you more than just a history lesson.

Call me at 801-260-1004 to schedule your free Tax Analysis. I'll find the mistakes and missed opportunities that can cost you thousands, then show you how proactive planning can rescue those wasted dollars.

I guarantee you'll leave with new information, or I'll give $50 to your favorite charity. So call today!