Your Real Estate CPA Team in Los Angeles, CA
Expert Tax & Accounting Services for Real Estate Professionals
Managing real estate finances can be tough with constantly changing tax laws and financial challenges. At Nexus Square, we’re a real estate CPA firm in Los Angeles that specializes in helping real estate investors, developers, and property owners manage their taxes and finances. Whether you’re looking for a CPA for real estate investors or someone who understands the ins and outs of real estate investment, our team is here to provide custom solutions that help you save on taxes, improve cash flow, and stay on track with compliance. Let us handle the numbers so you can focus on growing your investments.
Professional Awards & Affiliations
Who We Are
Your Trusted Partner in Real Estate
We’re a CPA firm that specializes in real estate in Los Angeles, offering tailored services for investors, developers, and rental property owners. At Nexus Square, we provide tax planning and accounting services exclusively for the real estate industry and are proud to be one of California’s fastest-growing real estate CPA teams. With extensive experience, we understand the complexities of managing multiple properties, navigating unpredictable cash flow, meeting investor and partner reporting requirements, and ensuring tax efficiency and compliance. By leveraging real-time insights and strategic tax solutions, we empower you to build a more profitable and sustainable real estate portfolio.
What We Do
Real Estate Tax Strategy
Our approach to real estate tax strategy is focused on leveraging tax laws to your advantage. We develop proactive, customized strategies to help you optimize your tax position, ensuring you retain as much capital as possible to reinvest in your growing portfolio. By integrating advanced real estate tax planning into your investment process, we help you reduce costs and increase the profitability of your investments. Real estate tax planning isn’t just what we do—it’s what we live and breathe. We're dedicated to understanding every detail of the ever-changing tax laws, market trends, and economic factors that affect your investments. By working closely with you year-round, we provide proactive insights that align with your goals and help you grow your portfolio confidently.
Some of the real estate tax strategies we help implement for our clients include:
- Short-Term Rental (STR) Loophole
- Accelerated and Bonus Depreciation
- Cost Segregation Studies
- Real Estate Professional Status (REPS)
- Material Participation Rules
- Passive vs. Non-Passive Income Optimization
- 1031 Exchange Strategies
- Business Entity Selection and Fund Structuring
- Rental Holding Company Strategies
- Estate Planning for Real Estate Assets
- Identifying Missed Deductions
- Capital Gain/Loss Timing
Our strategies are designed to optimize your tax efficiency, reduce liabilities, and enhance the financial outcomes of your real estate investments.
Real Estate Accounting
Accurate, efficient accounting is essential for managing the complexities of real estate investments. At Nexus Square, we offer accounting services that not only ensure accurate financial reporting but also provide you with insights to make informed decisions. We focus on streamlining your accounting processes, allowing you to focus on your investments while we handle the numbers.
Our real-time financial dashboards provide a clear picture of how each property is performing, helping you identify opportunities and challenges across your portfolio. Need a consolidated view of your entire portfolio? We’ve got you covered with monthly consolidation reports, enabling strategic decision-making for long-term success.
Our real estate accounting services include:
- Monthly Bank Reconciliation
- Bill Payments and Treasury Services
- Payroll Services
- Tenant Deposit Tracking
- Repairs and Maintenance Accounts
- Management Reports
- Real-Time Financial Dashboards
- Consolidation Reports
- Investor Capital Accounts, IRR, and Waterfall Calculations
- Budgeting and Forecasting
By providing actionable financial data, we empower you to make strategic decisions and enhance the performance of your real estate portfolio.
Real Estate Tax Preparation
Tax compliance is a crucial aspect of managing a real estate business. Nexus Square simplifies the tax preparation process, ensuring timely and accurate filings while maximizing available deductions. We ensure that your tax returns are prepared with a keen eye for detail and the latest regulatory updates, helping you minimize your tax obligations and stay compliant.
When it comes to real estate tax preparation, accuracy is everything. At Nexus Square, we deliver the peace of mind you need to focus on growing your portfolio while we handle the complexities of your tax filings.
Our tax preparation services include:
- Rental Property Tax Returns (Forms 1065, 1120, 1120-S, Schedule C, Schedule E)
- Individual Tax Returns (Form 1040)
- IRS and State Audit Support
- Preparation of All Required K-1 Forms
- State Filings Across All 50 States
- Cost Segregation and Bonus Depreciation Reporting
Ready to Optimize Your Real Estate Investments?
Connect with our experts to learn how we can help optimize your financial strategies and drive long-term success for your real estate business.
Our Process
1. Initial Discovery Consultation
We start with a 30-45 minute discovery call to understand your goals and current situation. We’ll review any necessary documents, such as prior-year tax returns or financial statements, and outline the next steps. After the call, we’ll send you a detailed proposal with the scope of work and fees.
2. Onboarding and Setup
Once we agree to move forward, you’ll be introduced to your account manager. Together, we’ll review information transfer, and communication preferences, and set expectations for timelines and deliverables. This step ensures a smooth start to our collaboration.
3. Strategy Development
Next, we create a custom tax and accounting plan to meet your needs. Using advanced software and insights, we’ll design a strategy that aligns with your goals and maximizes tax savings. Depending on your investment structure, this might include strategies like cost segregation or 1031 exchanges.
4. Implementation
Once the strategy is in place, we begin implementing it. Our team will guide you through applying tax strategies, setting up your accounting system, and ensuring all documentation is correctly prepared. We’ll make sure everything is compliant and audit-ready.
5. Ongoing Support
We continue to work with you as your portfolio evolves. We offer regular financial reviews, provide access to real-time dashboards, and keep you updated on new tax-saving opportunities. As your needs change, we adjust your strategy to keep you on track.
6. Tax Return Preparation and Filing
Finally, we handle all aspects of your tax return preparation and filing. We ensure full compliance with federal and state requirements, taking advantage of all available tax deductions. Once completed, we’ll review your tax return with you and file it on your behalf.
Who we work with
Real Estate Private Equity and Syndication
Family Offices
Multi-Family Residential Investors
Commercial Real Estate
What Our Clients Are Saying
Contact Us Today
Ready to scale your real estate portfolio with the expertise of our dedicated team? Our real estate CPAs are here to provide the insights and strategies that will help you achieve long-term success.