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Industries We Serve

Real Estate CPA Services for Rentals, 1031 & Cost Segregation

Tax, audit, and accounting services for common interest realty associations, homeowners associations, condo associations, co-ops, real estate investors, developers, and operators, including 1120-H, 1031 exchanges, cost segregation, CIRA accounting, HOA accounting, and board reporting.

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Real Estate and Association Tax Accounting Expertise

Real estate transactions and operations create unique tax planning opportunities and accounting challenges. We help investors, developers, and operators navigate the complexities of real estate taxation while maximizing the available benefits.

Who We Serve

  • Individual real estate investors
  • Real estate developers and builders
  • Property management companies
  • Real estate funds and syndications
  • Common interest realty associations, HOAs, condo associations and co-ops
  • 1031 exchange participants
  • REITs and real estate operating companies

Tax Planning Services

  • 1031 like-kind exchange planning and compliance
  • Cost segregation study coordination
  • Opportunity Zone investment structuring
  • Real estate professional status qualification
  • Passive activity and material participation analysis
  • Entity structuring for asset protection and tax efficiency

Accounting and Reporting

  • Partnership and LLC accounting for real estate ventures
  • Investor reporting (K-1s, capital accounts, waterfalls)
  • Development project accounting
  • Property-level financial reporting
  • Audit and review engagements for real estate entities

Common Interest Realty Association Accountant Services

Common interest realty associations have a different financial reporting profile than real estate investors. HOA boards, condo associations and co-ops often need a common interest realty association accountant for audit, review, compilation, Form 1120-H tax, reserve-reporting, and property-manager coordination that can stand up to owner scrutiny and governing-document requirements.

  • HOA and condominium association audits, reviews and compilations
  • Form 1120-H versus Form 1120 tax analysis and filings
  • Operating fund, reserve fund, assessment and special assessment reporting support
  • Developer turnover, property-manager transition and board-ready financial statement support

Explore CIRA CPA Services

Source-Backed Notes

Real estate and CIRA tax planning is records-specific

Real estate and association tax outcomes depend on the asset type, ownership structure, placed-in-service dates, exchange timing, association rules, exempt-function income, reserve activity and the taxpayer's ability to use losses or deductions.

IRS Cost Segregation Audit Technique Guide Cost segregation should be grounded in property classification, source records and a defensible study file. IRS Like-Kind Exchange Real Estate Tips Real estate exchanges require careful timing, replacement property identification and reporting. IRS Form 1120-H Instructions Homeowners associations can elect Section 528 treatment by filing Form 1120-H when requirements are met. AICPA Engagement Levels Audit, review, compilation, and agreed-upon procedures differ by objective, assurance level, and report use.
Related pages Cost segregation studies Real estate professional status Does my HOA need an audit or tax return?
Bottom Line

How does Kurt Simmons CPA help common interest realty association and real estate clients?

Short answer: Kurt Simmons CPA provides real estate CPA support for tax planning, rental loss issues, cost segregation, 1031 exchange coordination, entity structuring, financial reporting, operators, investors, and CIRA/HOA accounting where needed.

  • Tax planning for investors, developers, property owners, and operators.
  • Cost segregation, depreciation, 1031, and real estate professional issues.
  • Accounting and reporting support for portfolios, projects, and associations.
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Get Real Estate and Association CPA Help

Bring the property, association, tax, and reporting facts, and we will scope the right CPA support.

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Need help applying this to your business or tax situation?

Bring us the facts, goals, and pressure points. We will review the situation, identify the right CPA support, and recommend a practical next step.

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CPA-led advisory
01Technical tax and assurance depth across business, investor, and capital markets issues. 02Nationwide service model for clients who need responsive, technology-enabled CPA support. 03Clear next steps before you commit to a larger engagement.
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