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What Real Estate Investors
Need to Know About Taxes

Real estate can enhance the risk-and-return profile of an investor's portfolio, offering competitive risk-adjusted returns. But without proper guidance, you could be going down a rabbit hole.

Unique Opportunities

Many of our clients have rental properties, either as a primary business or as part of an entrepreneurial business portfolio.

Our deep knowledge and personal experience with real estate rental properties (our founder and CEO, Chase Insogna, personally owns several rental properties) is an assurance that our team is up-to-date on every tax-advantaged strategy available to owners.

Complex and often problematic, real estate tax laws have some unique opportunities for investors.

Rental property can provide more tax benefits than almost any other investment. Making sure you maximize your tax deductions can help offset your income, so let our professionals help you capture everything owning a rental property allows you to take.

Whether you’re an individual rental real estate investor filing a Schedule E for one or more properties, or using a corporation or partnership to protect your assets and file income taxes, we’re here to help maximize your tax deductions and grow your investments.

 


"Ami helped me prepare my taxes for the past few years (including a real estate investment property and capital gains) and I've appreciated her patience explaining things to me... taxes are over my head! Their online Q&A platform for gathering the information to do taxes is super easy as well. Highly recommend!" - M. Matthews