Tax & Accounting Services for Real Estate Investors
📍 Serving Clients in New York, Michigan, and Nationwide
Whether you're renting out one property on the side or building a growing portfolio, Revonary helps you keep more of what your properties earn.
Specialized Accounting & Tax Services for Real Estate Investors
We build our services around the real financial mechanics of owning rental property: depreciation, passive activity rules, and entity structure. And as your portfolio grows, from a handful of doors to a larger, professionally managed portfolio, we grow with you.
Tax Preparation & Planning
Bookkeeping & Property Accounting
Entity & Portfolio Structuring
Tax Strategy & Advisory Services
Additional Services
Tax Preparation & Planning for Real Estate Investors
Depreciation & Cost Segregation. We make sure every property is depreciated correctly from day one, and we evaluate cost segregation studies on larger acquisitions so you can accelerate deductions instead of spreading them evenly over 27.5 years.
Passive Activity Loss Rules & Real Estate Professional Status. Rental losses aren't always deductible against your other income. We walk through the passive activity rules with you and determine whether qualifying as a real estate professional makes sense for your situation.
1031 Exchange Planning. Selling a property doesn't have to mean a tax bill. We coordinate the timeline, basis calculations, and qualified intermediary work behind a 1031 exchange so you can roll gains into your next property.
Multi-Property & Multi-State Compliance. Own rentals in more than one state? We handle the filing requirements and apportionment that come with owning property outside your home state, so nothing falls through the cracks.
Quarterly & Year-End Tax Planning. We estimate quarterly payments and forecast your year-end liability, factoring in acquisitions, sales, and refinances as they happen rather than waiting until tax season to react.
Accounting & Bookkeeping for Real Estate Investors
Property-Level Accounting. We track income and expenses by property, not just in one combined bucket, so you know exactly which units are performing and which ones are dragging on your returns.
Monthly Close & Financial Reporting. You get accurate financial statements every month, built around how landlords actually track performance: rent roll, occupancy, and net operating income by property.
Accounts Payable & Expense Management. Mortgage payments, insurance, repairs, property management fees — we handle the recurring expense tracking and reconciliation so your books stay current between filings.
Chart of Accounts Built for Real Estate. We structure your chart of accounts around rental income and property expenses, not a generic retail or service business template, so your financials actually reflect how you make money.
Entity Structuring & Portfolio Growth Support
LLC & Holding Company Structuring. Single LLC, one entity per property, or a holding company structure — we walk through the liability protection and tax tradeoffs of each and help you land on a structure that fits your portfolio today, not just your first property.
Financing & Refinance-Ready Financials. Lenders and mortgage brokers want clean, defensible numbers. We prepare financial statements that hold up in underwriting so financing your next property doesn't stall on paperwork.
Acquisition & Disposition Support. Before you sign on a new property or sell an existing one, we model the tax and cash flow impact so you're making the decision with real numbers instead of a gut estimate.
.jpg?width=2000&height=1333&name=two-people-in-booth%20(1).jpg)
Tax Strategy & Advisory for Real Estate Investors
Multi-Year Tax Strategy. We build a tax plan across your full portfolio, not just this year's return, so you know how an acquisition, refinance, or sale will affect your tax position before it happens.
Cost Segregation & Bonus Depreciation Strategy. We help you decide when a cost segregation study is worth it and how to sequence bonus depreciation across multiple properties for the biggest benefit.
Cash Flow & Profitability Analysis by Property. We show you which properties are actually generating returns after debt service, taxes, and reserves, so your next purchase decision is based on data, not just cap rate.
Exit & 1031 Exchange Strategy. Whether you're selling one property or repositioning a whole portfolio, we build the tax strategy around the exit before it happens, not after.
Who We Work With
At Revonary, we work with real estate investors at every stage, from someone renting out their first property to established portfolio owners and development groups.
Side Investors With One or Two Properties
Growing Landlords & Small Portfolios
Short-Term Rental (Airbnb & VRBO) Hosts
Multi-Family Owners
Real Estate Professionals
Funds & Developers
Insights for Real Estate Investors
Our blog covers the tax strategy, depreciation rules, and portfolio decisions that matter most to real estate investors: cost segregation, 1031 exchanges, entity structure, and the tax planning that comes with scaling a portfolio.
Depreciation Recapture: What It Is and How to Plan Around It
Rental Property Tax Deductions Most Landlords Miss
Real Estate Professional Status: What Actually Qualifies
Get Started Today
Reach out to our team today to take the first step on your journey toward financial clarity.
Frequently Asked Questions About Our Accounting & Tax Services for Real Estate Investors
Every portfolio comes with its own mix of properties, entities, and strategy. Here are some of the most common questions real estate investors ask before working with us.
Yes: many of our real estate clients started with one or two properties and added more over time. We're set up to work with investors at every stage of their real estate journey, whether you want to start out strong or protect the legacy you've already built.
We do. We coordinate the timeline and tax mechanics of a 1031 exchange alongside your qualified intermediary so gains from a sale roll into your next property correctly.
We evaluate whether a cost segregation study is worth it for your specific property and portfolio size, coordinate with a specialist to complete the study, and handle the tax treatment once it's done.
Our offices are in New York and Michigan, but we work with real estate investors across the country. Most of our work is handled remotely and fits around how you already manage your properties.
That's common, and we work with it regularly. We coordinate the bookkeeping and tax filings across multiple entities so your overall picture stays clear even when your properties are legally separated.
It starts with a call. We'll learn about your properties, walk through your current setup, and outline how we can help. No pressure, just a clear picture of what's possible.
Sign Up for the Revonary Review
Once a quarter, we send a newsletter packed with high-value insights from our team. Sign up today to stay up-to-date with all the latest news from the Revonary team.