Real Estate Investor Tax Services
Tax Support for Rental Property and Real Estate Activity
Rental income, expenses, depreciation, property sales, business entities, and multi-state ownership can make real estate tax reporting more complex.
Global Bash provides personalized remote tax preparation informed by Milana’s experience in both tax and real estate.
Who This Service Is For
Tax Support for Property Owners and Investors
- Residential rental-property owners
- Multi-property investors
- Short-term rental owners
- Real estate professionals
- Property owners with multi-state activity
- People holding property through a business entity
- Clients who purchased or sold investment property
- Investors with depreciation questions
Common Tax Areas
What Real Estate Tax Preparation May Involve
- Rental income
- Property operating expenses
- Repairs and maintenance
- Property-management fees
- Mortgage interest
- Insurance
- Property taxes
- Depreciation
- Capital improvements
- Asset reporting
- Property sales
- Passive-activity considerations
- Multi-state filing
- Entity-related reporting
Depreciation
Property and Asset Records Matter
Depreciation can affect rental-property reporting over several years and may influence tax treatment when property is sold.
Clients should maintain purchase documents, closing statements, improvement records, prior depreciation schedules, and information about when the property was placed in service.
Property Sales
A Sale May Require Additional Review
The sale of rental or investment property may involve basis, improvements, depreciation, selling expenses, prior use, and state filing considerations.
Clients should discuss a planned sale before year-end when possible.
Global Bash does not provide legal or investment advice.
Real Estate Background
Tax Support Informed by Real Estate Experience
Milana’s background as both a tax professional and licensed real estate professional provides practical context when discussing rental activity, property records, transactions, and investor concerns.
Her real estate license is associated with Global Bash under license number 471019781.
Remote Process
A Remote Process for Real Estate Tax Preparation
- 01
Describe the Property Activity
Identify property type, ownership, location, tax year, and whether it was purchased, rented, improved, or sold.
- 02
Review Property Records
Milana identifies the income, expense, closing, asset, and depreciation records needed.
- 03
Confirm Scope and Pricing
Fees are based on the number of properties, entities, states, transactions, and record complexity.
- 04
Provide Records Securely
Property documents are submitted through the approved secure process.
- 05
Prepare Applicable Returns
Federal, state, and entity-related filings are prepared as applicable.
Frequently Asked Questions
Common Questions
What records should I keep for a rental property?
Common records include closing statements, rental income records, invoices, receipts, mortgage statements, insurance, property taxes, improvement records, mileage logs, and prior depreciation schedules.
Are repairs and improvements treated the same?
Not always. The tax treatment depends on the nature of the work and applicable capitalization rules.
Can you prepare returns for property in another state?
Multi-state property filings may be accepted depending on the states and overall complexity.
Do you provide real estate investment advice?
No. Tax services do not include legal, investment, appraisal, brokerage, or financial-planning advice.
Get Started
Discuss Your Real Estate Tax Needs
Provide a general description of the property, state, ownership, tax year, and activity involved.