Straightforward guidance. Reliable results.
Real estate can build long-term income, but the tax rules behind it are detailed. Depreciation, passive activity limits, basis tracking, capital gains, and rental income all require accurate records.
Positive Rate Tax helps you keep everything organized, so your return reflects each property correctly.
Real estate activity differs widely from one investor to the next. We help clients with:
If your records aren’t fully organized yet, send what you have. We will help identify anything still needed.
Our firm specializes in real estate investment accounting, offering customers meticulously organized records of rental income, expenses, and loan data to ensure clear books and prevent filing issues. We go beyond simple entry, providing expert-level review of property basis, improvements versus repairs, and passive losses to ensure all reporting meets complex IRS requirements. Our process guarantees your returns are complete, compliant, and optimized for you the real estate investor.
Integrity, discipline, and service-firWe organize rental income, expenses, improvements, loan statements, and depreciation history. Clear books make filing easier and prevent issues that often arise when property activity is scattered across multiple documents.st values guide everything we do.
Real estate reporting involves more than entering totals. We review the basis, verify improvements versus repairs, track passive losses, and prepare the property-level information the IRS expects on your return.
Your return is prepared with a steady process designed for real estate investors. Each property is reviewed individually, so your reporting is complete and aligned with IRS requirements.
We help investors with single properties, multi-state portfolios, short-term rentals, long-term rentals, and properties held in trusts and partnerships. Records are reviewed carefully so your return reflects accurate figures for each property.
Connect with a certified real estate tax professional today for accurate filing and strategy.
Testimonials from a few of our valued clients
Ramzi D.
“Eric and team go beyond the call of duty when it comes to serving customers. I have sent Eric many customers and he has handled them with white gloves. Even when at times it seems to be mission impossible, he tends to be relentless. Thank you Eric for amazing service. Highly recommended!!”
Laura Doyle
“I cannot recommend this company enough. So helpful, great contact, efficient and helped us navigate through all the different tax deductions. Save yourself time and money!”
Julian O.
“Positive Rate Tax Advisors- is one of a kind service provider that shares a wealth of knowledgable advisors to provide the best tax experience in the local area that I have used for the past 2 years. The entire team is there to help answer any questions or concerns throughout the entire tax process not just during tax season but also throughout the year. Highly recommend!
Here are some commonly asked questions from our clients who invest in real estate. Feel free to schedule a consultation today.
Yes. Even short-term or partial-year rental income must be reported, and expenses must be matched to the correct period.
Keep invoices for anything that adds value or extends the life of the property. These are added to the basis and depreciated, which affects future gains or losses.
We need your basis, depreciation history, capital improvements, selling costs, and the closing statement. These items determine the gain or loss that must be reported.
Yes. The IRS expects separate reporting for each property. Clear records make reporting more accurate and prevent delays.
It depends on your filing status, income level, and activity participation. We review your situation and apply the rules that fit your circumstances.
If you want your real estate investment reporting handled clearly and correctly, we’re ready to help.