REAL ESTATE & PROPERTY MANAGEMENT FINANCIAL SERVICES Building Financial Success In Real Estate

Real estate professionals face unique financial challenges – from tracking rental income to managing contractor payments to optimizing property-related tax deductions. Our real estate tax strategies provide the specialized expertise you need to maximize investment returns while maintaining perfect compliance with complex real estate tax laws.

Financial Services Tailored For Real Estate Professionals

Real Estate Tax Strategies

Your dedicated real estate accounting specialist provides:

  • Property depreciation optimization to maximize tax benefits

  • 1031 exchange planning and execution for tax-deferred growth

  • Cost segregation analysis to accelerate depreciation benefits

  • Passive activity loss management across your portfolio

  • Real estate professional status planning to maximize deductions

  • Short-term vs. long-term rental strategy for tax optimization

  • Entity structuring for liability protection and tax efficiency
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Property Management Accounting

Our specialists understand the unique bookkeeping needs of property managers:

  • Property-by-property financial tracking with detailed P&L reporting

  • Owner draw and distribution management for multi-owner properties

  • Reserve fund accounting and planning for capital improvements

  • Security deposit trust account management in compliance with state laws

  • Rent roll reconciliation with financial statements

  • Vacancy loss tracking and analysis for performance improvement

  • CAM (Common Area Maintenance) reconciliation for commercial properties
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Rental Income Bookkeeping

We help you track and optimize the performance of your rental portfolio:

  • Income and expense allocation across multiple properties

  • Repair vs. improvement classification for proper tax treatment

  • Mortgage interest and property tax tracking for accurate deductions

  • Utilities and shared expense allocation for multi-unit properties

  • Travel expense documentation for property visits and management

  • Home office deduction optimization for real estate professionals

  • Mileage tracking and documentation for property-related travel
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1099 Contractor Reporting

We ensure compliance with contractor payment regulations:

  • Contractor vs. employee determination to avoid misclassification

  • Proper 1099-NEC and 1099-MISC preparation and filing

  • Vendor W-9 management and documentation for audit protection

  • Contractor expense categorization for accurate financial reporting

  • State-specific contractor reporting requirements compliance

  • Payment documentation systems for simplified year-end reporting

  • Contractor insurance verification tracking for liability protection
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Why Real Estate Professionals Choose Zari Financials

Industry-Specific Expertise

Our specialists understand real estate investments and property management

Portfolio-Wide Support

Services that scale from single properties to large portfolios

IRS Audit Protection

Real estate-specific documentation and reporting that stands up to scrutiny

Direct Access to Experts

Work directly with financial professionals who understand real estate

IRS Audit Protection

Real estate-specific documentation and reporting that stands up to scrutiny

Technology Integration

Seamless connection with property management software

Get Real Estate-Specific Financial Expertise

Stop working with general accountants who don't understand property investments. Talk to a real estate financial specialist today.
Schedule Your Free Consultation

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