Professional Tax Review for Real Estate Investors
The "Big Beautiful Bill" - Maximize Your Deductions Before It's Too Late
Get a comprehensive review of your tax situation from a CPA who specializes in real estate investing strategies.
Get Your Free Tax Analysis →No obligation • No credit card required
Analysis of all your properties and current tax strategies
Identify missed deductions you're eligible for
Step-by-step strategy tailored to your situation
Every recommendation backed by actual tax code
"Brian helped me identify deductions I was missing every year. The cost segregation study he recommended delivered significant value in the first year alone. Finally found a CPA who actually understands real estate investing."
"What sets Brian apart is his ability to explain complex tax strategies in plain English—and back everything up with actual code citations. My previous CPA never even mentioned the real estate professional status. Now I'm maximizing my deductions."
Simple process, no obligation
Share basic information about your portfolio (5 minutes)
I analyze your specific tax situation and opportunities
Get a detailed breakdown of findings (1-2 business days)
Review findings with no obligation to move forward
I provide complimentary analyses to demonstrate my expertise and help investors understand their tax situation better.
Basic portfolio details and tax filing information - nothing sensitive required initially.
None. The analysis is yours to keep, whether you work with me or not.
Absolutely. Your information stays private and secure under CPA confidentiality standards.
Common issues I hear from real estate investors:
Your accountant does basic tax prep but doesn't understand depreciation strategies, cost segregation, or how to structure your entities to minimize taxes. You're paying thousands more than you should.
You've heard about cost segregation studies and bonus depreciation from other investors, but your CPA never brings them up. You're not sure if you're missing major deductions.
You're not sure if you qualify as a real estate professional. You don't understand passive vs active income. Your losses aren't offsetting your W-2 income like you thought they would.
Recent tax legislation has created massive opportunities for real estate investors - but these benefits won't last forever. Here's what you need to know:
The "Big Beautiful Bill" made 100% bonus depreciation permanent for properties acquired after January 19, 2025. To maximize this benefit at filing time, you must act within the tax year.
Act now: With just a couple months left in 2025, action needs to be taken now to capitalize on this opportunity
Turn 27.5-39 year depreciation into 5-15 year accelerated deductions. Combined with bonus depreciation, this is how investors significantly reduce their tax burden in year one.
Most profitable on properties acquired in the last 3 years
The best tax strategies need to be implemented throughout the year. If you wait until April to start planning, you've already missed most of the opportunities. Let's get ahead of it together.
Schedule Your 2025 Tax Strategy CallComprehensive analysis of your entire tax situation
Expert analysis meets real estate tax expertise
We thoroughly analyze your entire real estate portfolio, identifying every possible deduction and tax-saving opportunity specific to your situation.
I personally review everything and design a custom tax strategy based on your goals - whether that's minimizing taxes, qualifying as a REP, or preparing for an exit.
We execute the strategy throughout the year, handle all filings, and provide documentation backed by actual tax code citations - not guesswork.
Quick estimate based on your portfolio
Estimated First-Year Tax Savings:
This is a conservative estimate. Actual savings may be higher.
Let's Make This Real - Schedule CallI'm Brian Haimes, CPA - and I understand your world because I've been there myself. I know what keeps real estate investors up at night: depreciation strategies, passive activity rules, entity structuring, and maximizing every deduction.
With an MBA from UNC Greensboro, a Master of Accounting from UNC Chapel Hill, and 10 years of professional experience in public accounting and financial planning, I combine deep technical expertise with real-world understanding of how REI actually works.
NC License #45730 - Full audit authority and tax expertise. Continuing education maintained annually.
MBA from UNC Greensboro + Master of Accounting with Audit Concentration from UNC Chapel Hill Kenan-Flagler
Current real estate investor - run Haimes Land and Property Development LLC with firsthand experience in cost segregation, big beautiful bill applications, and all aspects of landlord challenges.
Former Director of Financial Planning & Analysis - implemented OLAP systems, reduced reporting time 55%
Trained at Langdon & Company LLP and Petway, Mills and Pearson - know what triggers IRS scrutiny
Every strategy cited with actual IRC sections - not guesswork. Audit-ready documentation included.
"Most CPAs treat real estate like any other investment. But depreciation recapture, passive activity rules, cost segregation - this stuff requires specialized knowledge. That's where I come in."
Generally yes, if your properties are worth $200K+. Cost segregation accelerates depreciation by reclassifying components of your building into shorter depreciation schedules. Combined with bonus depreciation, you can often deduct 20-40% of the building's value in year one, delivering substantial immediate tax benefits.
To qualify under IRC §469(c)(7), you need to spend more than 750 hours per year in real estate activities AND more than 50% of your working time in real property trades or businesses. This lets you deduct rental losses against W-2 income. I help clients document their hours properly and structure activities to qualify.
Properties rented for an average stay of 7 days or less (or 30 days or less with substantial services) aren't subject to passive activity limitations - even if you're not a real estate professional. This means your losses can offset W-2 income. Think Airbnb, VRBO, etc. It's powerful but requires proper documentation and strategy.
It depends on your situation. LLCs offer liability protection and simplicity. S-Corps can save on self-employment tax but add complexity. For most rental investors, an LLC taxed as a partnership or disregarded entity works best. For active real estate businesses (flipping, wholesaling), an S-Corp might make sense. We analyze your specific situation.
Pricing depends on portfolio complexity. For 1-3 properties, expect $1,500-$3,000/year for full service (planning + prep + filing). For larger portfolios (4-10+ properties), $3,000-$6,000/year. Cost segregation studies are additional but often ROI 10-20x in year one. We'll discuss exact pricing on our discovery call - no surprises.
No problem. Many clients keep their existing CPA for basic business taxes and use me specifically for real estate tax strategy and optimization. I can work alongside your current team or fully take over - whatever makes sense for your situation. The important thing is making sure you're getting specialized REI tax expertise.
Let's review your portfolio and find the tax savings you're missing
Free 30-minute strategy session - no obligation, just actionable insights
Takes 30 seconds • No credit card required
On the call, we'll cover:
Portfolio review & quick wins
Tax strategies you're missing
Custom savings estimate