Prepare the filing
Organize rental activity for the applicable individual or business return, including relevant federal and state reporting within the written scope.
REAL ESTATE INVESTORS
CPA tax help for real estate investors and rental-property owners
Rental-property tax work becomes harder to manage as properties, entities, states, financing, and transactions accumulate. Tavella CPA Group helps owners organize the facts, prepare the appropriate returns, and coordinate separately scoped planning or bookkeeping support through a cloud-based process.
IS THIS THE RIGHT STARTING POINT?
A practical starting point for rental-property tax questions
This page is for owners who want their property records, tax returns, and planning conversations to connect. It does not assume that every investor needs every service: the scope can cover one return, one transaction, or a broader set of recurring needs.
Ask about your situationCOORDINATED, SEPARATELY SCOPED HELP
Keep the property story consistent from records to return
The strongest tax file is one where closing documents, income and expense records, asset details, prior depreciation, and ownership information agree. The work is scoped around the parts of that file you need help with.
Support depreciation records
Carry forward supportable asset information and identify purchases, repairs, and improvements that need further classification or documentation.
Coordinate major changes
Review the tax information connected with a purchase, refinancing, property sale, ownership change, or properly documented cost-segregation study.
Revisit cash-flow planning
Separately scope estimated-tax calculations when rental results, a sale, or other income changes the year-to-date picture.
RELEVANT SERVICES
Choose only the help your situation requires
Preparation, planning, bookkeeping, payroll, sales tax, and notice work are not automatically bundled. Each accepted engagement identifies the returns, periods, states, deliverables, timing, and fee.
Rental Property Taxes
Tax preparation for rental income, expenses, depreciation, repairs, improvements, property sales, Schedule E, and related state filings.
View servicePersonal Tax Returns
Federal and state personal tax return preparation for employees, families, retirees, investors, and people with multi-state filings.
View serviceBusiness Tax Returns
Federal and state business tax return preparation for partnerships, corporations, and owner-operated small businesses.
View serviceBookkeeping Support
Catch up overdue bookkeeping, reconcile accounts, correct recordkeeping issues, and prepare reliable business records for tax filing. Scope and pricing are confirmed first.
View serviceQuarterly Estimated Taxes
Quarterly estimated tax calculations based on current income, withholding, business or rental activity, prior payments, and expected changes.
View servicePREPARE FOR A SECURE REVIEW
Records that help a rental-property review move forward
The exact request depends on the property and service, but these records commonly help establish the income, costs, ownership, and transaction history.
Do not send tax returns, Social Security numbers, bank details, or closing documents through the public contact form. After the scope is accepted, sensitive records are exchanged through the secure client portal.
- Prior-year federal and state returns
- Prior depreciation schedules
- Property closing and settlement statements
- Rental income and categorized expense records
- Repair and improvement invoices
- Mortgage, refinancing, and loan-cost documents
- Property-management and platform statements
- Personal-use and rental-use information, when relevant
- Entity ownership and formation records, when relevant
- Sale closing statements and records of selling costs
HOW TO GET STARTED
A clear path from first call to next step
The free call is used to understand the request and whether a service can be offered. No CPA-client relationship begins until the applicable engagement steps are completed.
Describe the current need
Share a brief, non-sensitive summary of the filing, planning question, records issue, states, and next deadline.
Confirm scope and fee
Tavella CPA Group reviews the request and confirms which returns or services are included before work begins.
Use the secure workflow
After engagement setup, complete the applicable organizer and exchange sensitive records through the client portal.
Review next steps
Receive requests for missing information and clear instructions for review, authorization, payment, filing, or follow-up work.
RELATED TAX RESOURCES
Learn what to gather and what to ask next
These source-backed guides and articles provide general information. They are not a substitute for advice based on your specific facts and current law.
Short-Term Rental Taxes: Schedule C or E, Material Participation, and Self-Employment Tax
Learn how services, average stay, material participation, and personal use affect short-term rental reporting, passive losses, and self-employment tax.
Read guideSelling a Rental Property: Tax Checklist and Reporting Guide
Review adjusted basis, depreciation, selling costs, Form 4797, passive losses, NIIT, state returns, and 1031 timing before selling a rental.
Read guideRental Property Depreciation Recapture: How It Works
Learn how allowed-or-allowable depreciation affects rental-property basis, Section 1245 and 1250 gain, Form 4797, and the 25% maximum-rate rule.
Read guide1031 Exchange Deadlines: The 45-Day and 180-Day Rules
Review the 45-day identification deadline, 180-day receipt rule, tax-return due-date limit, qualified intermediary timing, and Form 8824 records.
Read guideRental-Property Tax Checklist
A practical checklist of rental income, expenses, improvements, depreciation, financing, use, and sale records to gather before tax preparation.
Read guideRental Property Repairs vs. Improvements: IRS Publication 527 Guide
Can you deduct a rental repair or must you capitalize it? Apply IRS Publication 527 to roofs, HVAC, painting, appliances, and other common projects.
Read guideCost Segregation Basics for Rental and Business Property
A cautious overview of what a cost-segregation study does, the records it needs, and why depreciation classification must be supportable.
Read guideMulti-state tax return: when to file and what documents you need
Learn when resident, part-year, or nonresident state returns may be required, which records to gather, and how sourcing and credits affect filing.
Read guideCOMMON QUESTIONS
Questions from real estate investors and rental-property owners
Can you prepare taxes for a rental property held in an LLC?
Yes, when the filing is within the accepted scope. An LLC does not by itself identify the federal tax return that is required. Ownership and tax classification determine whether the activity appears on an individual, partnership, corporation, or other return, so those facts are confirmed first.
Do you work with short-term rental owners?
Yes. Short-term rental reporting can depend on facts such as average rental periods, personal use, services provided, and the owner’s involvement. The relevant facts and records must be reviewed before determining the filing treatment or planning scope.
Can you help with cost-segregation information?
Tavella CPA Group can review how a properly supported study and its asset information fit into tax preparation or planning. The firm does not present a cost-segregation study as automatically appropriate, and study preparation or engineering analysis is not implied unless separately confirmed.
Can you handle rental properties in more than one state?
Potentially. Each federal and state return is identified in the written scope. Property location, owner residency, entity activity, and prior filings may affect which state returns need review.
Is tax planning included with return preparation?
Not automatically. Return preparation, estimated-tax calculations, transaction planning, bookkeeping, and notice assistance are separate services unless the written scope expressly combines them.
START WITH A FREE CALL
Bring the property, entity, and deadline into one conversation
Share the number of properties, how they are owned, the states involved, the service you need, and any approaching filing or transaction date. The public form is for an initial summary only.