BROWARD COUNTY REAL ESTATE INVESTORS • CPA-LED

CPA tax help for Broward County real estate investors

Coordinate rental-property returns, depreciation records, improvements, short-term-rental taxes, estimated payments, and property-sale reporting through one secure, cloud-based process. Each service is scoped and priced separately.

THE SHORT ANSWER

Start with the property, ownership, and tax event

A Broward County real estate investor may need annual return preparation, help reconstructing depreciation, a tax projection before a sale, short-term-rental filings, or several connected services. The first conversation identifies the properties, owners, entities, states, records, transactions, and deadlines.

The written scope then separates the work that is included from bookkeeping, engineering, appraisal, legal, licensing, exchange, and other work that requires a separate engagement or provider.

  • One or more long-term rental properties
  • Short-term or vacation-rental activity
  • Properties owned directly, through an LLC, or through a partnership
  • A purchase, refinancing, renovation, conversion, or sale
  • Missing or incomplete depreciation schedules
  • Rental activity in Florida and other states
  • Estimated-tax questions after income or portfolio changes
  • Books that need to support the tax return

SERVICES

Choose the real-estate tax help that matches the current need

One engagement does not automatically include every property, return, transaction, state, or local filing. Each accepted service identifies the exact work and records in scope.

PROPERTY LIFECYCLE

Keep the tax file connected from purchase through disposition

The return is easier to support when ownership, closing documents, income, expenses, improvements, depreciation, and sale records tell one consistent story across years.

01

Purchase and place in service

Preserve the closing statement, ownership documents, placed-in-service date, initial repairs, improvement invoices, furnishings, and other asset information.

02

Operate and document

Keep property-level income, categorized expenses, personal-use days, platform or manager statements, loan activity, and material-participation records when relevant.

03

Improve or change use

Separate routine repairs from larger projects and document conversions between personal, long-term rental, short-term rental, and other uses.

04

Sell or exchange

Gather the sale closing statement, selling costs, depreciation history, improvement records, suspended-loss information, and any exchange documents before filing.

BROWARD RENTAL TAX CONTEXT

Short-term rentals can create separate federal, state, county, and municipal questions

A short-term rental can involve federal income-tax reporting, Florida sales and use tax, applicable surtax, Broward County Tourist Development Tax, state lodging requirements, and municipal registration or zoning rules. Platform collection does not establish that every required account or filing has been handled.

Tax registration, return preparation, notice response, and audit support can be separately scoped. Licensing, zoning, land use, contract, and other legal requirements should be confirmed with the responsible government office or legal counsel.

Explore sales-tax registration and filing help

RECORDS TO ORGANIZE

Build a property-level record set before the filing deadline

Do not send tax returns, Social Security numbers, bank details, closing statements, or other sensitive records through the public contact form. Accepted clients receive secure upload instructions.

Ownership and acquisition

Entity documents, ownership percentages, purchase closing statements, settlement charges, loan documents, and placed-in-service dates.

Annual operation

Property-level income and expenses, platform or management statements, Forms 1099, occupancy information, personal-use days, and prior returns.

Assets and improvements

Prior depreciation schedules, invoices, project descriptions, dates completed, furnishings, appliances, repairs, and properly supported studies.

Sale or exchange

Sale closing statements, selling costs, improvement history, exchange agreements, qualified-intermediary statements, and replacement-property documents.

Organize a potential rental-property sale

OFFICIAL STARTING POINTS

Federal, Florida, and Broward rules must be checked separately

These government sources explain common baseline rules. The current forms, rates, instructions, property facts, ownership, and filing year control the work for a particular investor.

Residential rental income, expenses, and depreciation

IRS Publication 527 is the federal starting point for residential rental income, expenses, personal use, and depreciation records.

IRS Publication 527

Passive activities and real-estate-professional rules

IRS Publication 925 explains passive-activity, active-participation, material-participation, and real-estate-professional rules. The result depends on the taxpayer's facts and records.

IRS Publication 925

Like-kind exchanges of investment real property

The IRS explains the federal Section 1031 framework and Form 8824 reporting for qualifying exchanges of business or investment real property.

IRS: Like-kind exchanges

Florida tax on transient accommodations

The Florida Department of Revenue explains state sales tax, applicable discretionary surtax, and local-option transient-rental taxes for qualifying short-term accommodations.

Florida DOR: Transient-rental tax guide

Broward County Tourist Development Tax

Broward County's current instructions address taxable rental receipts, supported long-term-rental exemptions, filing periods, payments, and the published county tax rate.

Broward County: TDT instructions

Florida vacation-rental licensing

The Florida Department of Business and Professional Regulation provides the official starting point for vacation-rental licensing. Municipal registration, zoning, and other requirements must be checked separately.

Florida DBPR: Vacation-rental license

HOW IT WORKS

A clear path from first question to accepted work

01

Describe the property and current need

Use the brief contact form to share the number and type of properties, how they are owned, the service needed, and any known deadline. Do not send sensitive records.

02

Confirm the separate scope and fee

The proposed scope identifies the properties, owners, returns, states, tax periods, transactions, local filings, records, timing, and other services included.

03

Complete the accepted work securely

After engagement setup, organizers, document requests, uploads, messages, signatures, invoices, and completed work move through the secure online process.

COMMON QUESTIONS

Broward County real-estate investor CPA questions

Do you work with Broward County real estate investors who own only one rental?

Potentially. The service can be scoped for one property, one return, one transaction, or a larger portfolio. Fit depends on the requested work, ownership, records, states, deadline, and current capacity.

Can you prepare the return if the Broward rental is held in an LLC?

Yes, when the filing is accepted. An LLC does not by itself determine the federal tax return. Ownership and tax classification may place the activity on an individual, partnership, S corporation, C corporation, or other return, so those facts are confirmed first.

Can you help with Florida sales tax and Broward tourist-development tax?

Potentially. Registration, return filing, late or amended filings, notices, and audit support can be separately scoped based on the property, rental periods, platform collection, registrations, filing history, and records. Government agencies or legal counsel should confirm licensing, zoning, and legal compliance.

Do you decide whether a repair can be deducted or must be depreciated?

The tax return can classify supported costs under current federal rules based on the work performed, invoices, dates, property facts, and available elections. Vague bank descriptions or totals without project detail may require additional records before a position can be accepted.

Can you prepare a cost-segregation study?

No. Tavella CPA Group does not prepare engineering-based cost-segregation studies. The firm can review a properly supported study supplied by you or your provider when it is relevant to accepted tax preparation or planning.

Can you help before I sell or start a 1031 exchange?

Tax projections and later return reporting can be separately scoped. Exchange structure, documents, deadlines, title, qualified-intermediary requirements, and legal decisions should be addressed with the appropriate exchange and legal professionals before the transaction is completed.

Do I need to visit an office?

No. Tavella CPA Group is primarily cloud-based. The firm maintains a Pompano Beach mailing address where meetings are available by advance appointment; walk-in service is not available.

How much does real-estate investor CPA work cost?

Fees vary by the return or service, number of properties and entities, states, tax periods, condition of the records, depreciation history, transactions, local filings, deadline, and complexity. The expected scope and fee are confirmed before accepted work begins.

START WITH A FREE CALL

Bring the properties, ownership, service, and deadline into one conversation.

Schedule a Free Call