Get the Most Out of Your Real Estate Business

CPA Firm Serving the Tri-State Area Since 1983

Real Estate Accountant in Montgomery County

SD Associates, P.C. is a full-service accounting firm that has been providing accounting services to real estate developers and owners since 1983. We specialize in a wide range of real estate accounting services for all types of real estate entities, such as LLCs, partnerships, corporations, and trusts. Our Montgomery County real estate accountants offer services that include financial reporting, transaction structuring and analysis, tax planning, cash flow management, financial modeling, budgeting & forecasting, audit representation services, and more.

We are committed to helping clients make informed decisions regarding their real estate investments. With our extensive knowledge in the real estate industry and extensive accounting experience, we are able to provide personalized solutions.

Real Solutions For Real Estate Accounting

At SD Associates, P.C., we are dedicated to providing real estate accounting solutions for businesses in Montgomery County and beyond. Our team of experienced professionals provides tailored services for clients ranging from small investors to large developers. We understand the complexities of the real estate industry and provide timely and accurate financial advice to help you make sound decisions for your business.

Our highly qualified accounting professionals specialize in managing real estate transactions, preparing financial statements and reports, conducting cost segregation studies and analyzing investment opportunities. We strive to create customized solutions that best meet the needs of our clients. Our team works hard to ensure accuracy and timely turnaround for every project.

Asset Management

Real estate is a large, often lucrative investment that needs to be managed carefully. The experienced professionals at SD Associates, P.C., provide comprehensive asset management services to our clients. Our team of experienced accountants will review your existing investments, create an asset management plan tailored to meet your needs, and work with you on implementation and monitoring.

We can help you with portfolio diversification, market analysis, tax planning, estate planning and more. Our real estate asset management services are designed to maximize the potential of your investment while minimizing your risk. Let us help you maximize the value of your investment while reducing the stress and hassle of managing it yourself.

1031 Exchanges

A 1031 exchange is a powerful real estate investing strategy that allows investors to defer capital gains taxes when selling an investment property. SD Associates, P.C., a real estate accountant in Montgomery County, offers professional guidance and expertise on 1031 exchanges, helping investors maximize their returns while minimizing the amount of taxes they owe.

We understand the complexities involved with this type of transaction, and can provide advice on timing, identifying replacement properties, and more. Our team is committed to providing the highest quality accounting services so that you can make informed decisions about your real estate investments.

Real Estate Tax Planning and Preparation

When it comes to real estate tax planning and preparation, SD Associates, P.C. has you covered. We understand the ins and outs of real estate taxation and can help you craft a plan that works best for your needs.

Our experienced CPAs and accountants are well-versed in all federal, state and local regulations related to real estate taxes, and can help you maximize deductions, implement tax-saving strategies, and develop long-term plans to ensure the most efficient use of your taxes. We’ll work with you to understand your financial situation and goals in order to craft a solution that meets your needs now and into the future. Whether you need assistance with filing your annual taxes or would like to develop a comprehensive tax strategy, we can help.

Real Estate Accounting FAQs

What does a real estate accountant do?

A real estate accountant provides a range of accounting services related to real estate transactions. These services include tracking income and expenses for rental properties, helping clients with their tax returns, providing advice on the sale or purchase of property investments, and assisting with loan applications or refinancing. We can also provide services like 1031 exchange management, asset management, cost segregation studies, and more.

 

Who needs a real estate accountant?

There are many types of businesses that should enlist the help of a real estate accountant in Montgomery County. You may require our services if you:

• Manage or own real estate properties
• Manage an investment trust
• Manage clients’ properties
• Offer other real estate services
• Own a real estate agency

If you are wondering if your business may benefit from real estate accounting services, please contact us at (215) 517-5600 to discuss your unique needs.

 

How does a 1031 exchange work?

A 1031 exchange is a type of real estate transaction in which you can defer paying capital gains tax on the sale of an investment property by reinvesting the proceeds from the sale into another like-kind property. When working with SD Associates, P.C., we will be there every step of the way to help ensure that your 1031 exchange meets the requirements and is completed successfully.

 

What are the benefits of working with a professional real estate accountant?

When you work with a professional real estate accountant, you can be sure that your taxes are completed accurately and on time. Additionally, our experienced team of accountants will provide expert advice throughout the entire process to help make sure that you get the best possible results from any transaction or investment. We will also ensure that all paperwork is properly filled out and submitted in a timely manner.

 

What other services do you offer?

In addition to providing professional real estate accounting services, SD Associates, P.C. also offers a range of related financial and consulting services. We can provide assistance with budgeting and cash flow management, loan applications or refinancing, asset management, cost segregation studies, and more. We also offer consulting services for clients who are interested in buying or selling real estate investments. Please contact us to discuss your specific needs further.

Contact Our Real Estate Accountant in Montgomery County Today

If you are looking for a reliable and experienced real estate accountant in Montgomery County, SD Associates, P.C., is here to help. We understand the complexities of the real estate industry and can provide sound advice to ensure your transactions are managed with ease. If you are still looking for the right accounting firm for your business, please check out our Google reviews and contact us today at (215) 517-5600 for more information about our services.