• Real Estate CPA

    From brokerage firms to investment portfolios, we help you you maximize profits, minimize taxes, and grow your real estate portfolio with confidence.

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    Real estate brokers operate differently than agents and investors—you’re managing commissions, teams, expenses, and growth all at once. That complexity requires more than basic accounting.

    We specialize in working with real estate brokers, brokerage owners, and high-performing professionals to create tax strategies that improve profitability and support long-term expansion. Whether you’re running a brokerage, scaling a team, or managing multiple income streams, we provide proactive guidance tailored to how your business actually operates.

    Our Real Estate Specialties Include:

    Brokers
    Real Estate Investors
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    Real Estate Agents

    Real Estate CPA Services We Provide:

    Tax Strategy & Filing

    Our tax team will design a strategy to that includes current cash flow, business structure, assets, insurance coverage, & liabilities to minimize risks and meet your short- and long-term financial goals.

    Commission & Income Structuring

    Optimize how income flows through your business to reduce taxes and improve cash flow. This is especially critical for brokers managing teams.

    Entity Structuring for Brokers

    We help you determine the best structure (LLC, S-Corp, partnerships) to protect your brokerage and maximize tax efficiency.

    Budgeting & Forecasting

    We work with you to  develop a long-term plan that helps you and your business maintain strong cash flow, even in challenging market conditions. Given factors like the broader economy, local market trends, and evolving rental regulations, it’s incredibly valuable to have a CPA guiding your budgeting and forecasting so you can make informed, strategic decisions.

    Real Estate and Lease Agreements

    Real estate leases can serve as key strategic assets for companies, presenting opportunities to improve the execution of a business strategy while also creating operational efficiencies. We can help you make a decision that will avoid risk.

    Bookkeeping for Brokers

    Track commissions, splits, expenses, and profitability with clean, organized financials designed specifically for brokerages and real estate teams.

    Real Estate Investor Services

    For brokers who also invest, we provide advanced strategies including cost segregation, depreciation planning, and 1031 exchange guidance.

    Investment Tax Credit (ITC)

    Regarding the construction of energy property, we can help you establish the beginning of construction, continuity requirements, rules for transfer, & apply additional rules for the requirement of §48.

    Testimonials

    As a business owner one of the most important decisions you can make is aligning yourself and your business with experienced accounting, tax and advisory professionals.  For the past 40 plus years, we have had a true partner with the Avizo Group.  Whether it was an accounting or tax issue, evaluating a potential opportunity or just sound accounting advice the Avizo Group has been with us every step of the way.  The partners in the group have done an excellent job of assembling a talented multigenerational team with many layers of experience and broad depth of knowledge.  I personally cannot imagine trying to run our business without the support and services of the Avizo Group.
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    Les WilliamsCEO

    Real Estate Industry Resources

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