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Real Estate & Property Management


You can rely on our expert assistance in:

  • Residential & Commercial Construction 
  • Purchase and sale assistance
  • Entity ownership and tax structuring
  • Tax and strategic management strategies
  • Management and ownership reorganizations
  • Budgeting and Forecasting
  • Financial statement preparation for internal purposes or financial institutions
  • Project financing and debt refinancing
  • Buy/lease analysis



Beyond our broad-based real estate experience, we specialize in these complex tax areas;  

  • Federal & State Rehabilitation/Historic Tax Credits
  • Section 1031 Like-kind Exchanges 
  • Cost Segregation 
  • Multi-jurisdictional income tax reporting for realtors and brokers



We provide the back-office support for a variety of property types.  Our property management clients are concentrated in Florida and Ohio.  They include;

  • Home Owners Associations
  • Condominium Associations
  • Commercial Property Owners
  • Student Housing; including fraternity and sorority Housing Corporations


The services we provide these clients include;

  • Invoicing and Collection of Dues and CAM expenses
  • Tracking Accounts Receivable
  • Creation of Operating Budgets
  • Monthly Financial Statements
  • Accounts Payable
  • Cash Management
  • Mobile/on-line account access and payment for tenants and owners