ACCOUNTING SERVICES FOR THE REAL ESTATE INDUSTRY

Accounting in the real estate industry is not a one-size-fits-all approach. Making the most of deductions and credits can provide many unique tax benefits to real estate companies. Every company faces a distinct set of market forces and individual factors that can influence or interrupt financial performance.

At Marshall Jones, our certified public accountants (CPAs) and advisors understand that real estate professionals need specialized accounting expertise to manage complex transactions, maximize tax advantages and maintain compliance with ever-changing regulations. We have years of experience working alongside real estate developers, owners, property managers, partnerships and investors through a wide variety of transaction types.

Real Estate Accounting

Real Estate Tax Consultants and Accountants in Atlanta

Real estate accounting requires specialized expertise across multiple financial disciplines. We offer a complete lineup of services to support every aspect of your real estate business, including:

  • Audit and assurance: Do you need to present financial statements to lenders, stakeholders or investors? Marshall Jones offers audit and assurance services that help provide a detailed analysis of your company’s financial standing. Our thorough audit processes help satisfy lender requirements while providing valuable insights into property performance and portfolio optimization.
  • Bookkeeping: Real estate specialists must make critical financial decisions, and they can only do this with the correct information. Our real estate bookkeepers will create detailed financial reports to streamline your decision-making processes. We offer services beyond basic transaction tracking, including property-specific performance metrics, common area maintenance (CAM) reconciliations and project-based accounting that gives you clear visibility into your investments.
  • Tax preparation: Regardless of your industry, tax season is stressful. However, it becomes more complex in the real estate sector due to all the specific tax benefits. Our real estate tax specialists can help you navigate everything from cost segregation studies to 1031 exchanges, ensuring you maximize the available deductions while maintaining full compliance.

Why You Need a Real Estate Tax Advisor for Your Business

Successful real estate companies require precise financial management strategies and calculated planning. Our specialized services offer various benefits that can help you grow and protect your investments.

We provide actionable insights that support informed decision-making and long-term wealth-building. Our detailed financial reporting and analysis help you evaluate property performance, identify opportunities for cost savings and make data-driven investment decisions.

Additional benefits of partnering with us include:

It saves you time: Taking care of bookkeeping, cash flow forecasting, and other needs frees you up to meet with potential buyers. It lets you run your business and take care of the work that matters. Our advisors and CPAs for real estate agents handle the complex financial details while you focus on identifying opportunities and growing your portfolio.

It keeps you compliant: Are you ready when the IRS shows up? If someone wants to see your books to ensure you are complying with state or local laws, are you prepared? Our professional-grade services ensure your bookkeeping and accounting are handled by professionals and are checked by a certified public accountant so you enjoy peace of mind. Our certified professionals take part in ongoing training and have decades of combined experience, ensuring you can feel comfortable your finances are in good hands.

It minimizes staff requirements: Hiring a full-time professional can be costly. You need to find the right accountant, provide a workspace and pay benefits, insurance and a salary. Our scalable services adapt to your needs as your portfolio grows, providing expert-level support without the operating overhead of a full-time staff.

It maximizes profitability: Beyond basic accounting, we serve as your strategic financial partner. Our team helps identify tax savings opportunities, optimize property performance metrics and structure deals to enhance profitability. By combining industry benchmarking with our local market knowledge, we provide insights that drive profitable growth.

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Why Choose Marshall Jones?

Why Choose Marshall Jones?

Since 1984, our advisors and accountants for property management have provided unmatched financial expertise to clients in Atlanta, Alpharetta and the surrounding Georgia communities. We combine personalized service with a deep understanding of real estate to deliver:

  • Specialized knowledge of real estate taxation and accounting.
  • Proactive communication and responsive support.
  • Decades of experience in Atlanta’s real estate market.
  • Comprehensive financial solutions from a single trusted partner.
  • Advanced solutions that provide real-time visibility into your finances.
  • Indiustry-specific audit and compliance expertise.
  • Strategic guidance for property acquisitions and dispositions.

Contact Us Today for Real Estate Accounting Services

If you’re searching for an expert real estate CPA in Atlanta or Alpharetta, look no further. Whether you manage a single property or a diverse portfolio, we can help you achieve your real estate investment goals. Call 404-224-9379 or contact us online today to schedule an appointment with one of our CPAs or advisors.