Whether you invest in real estate or you sell properties to buyers, you find yourself busy with the day-to-day operations of running your business. You likely have so much on your plate, between upkeep at your properties and showing potential tenants new spaces, that you may lack time to devote to financial matters.
Outsourcing those services to a real estate tax accountant can save you time and money. SD Mayer & Associates is one of the premier CPA firms specializing in real estate in the Silicon Valley area. We take care of your taxes and other financial concerns, freeing you to concentrate on your business. We partner with many real estate agents and investors around the Bay Area, across the country and throughout the world
We act as a financial advisor for property investment and property sales. Our services are focused on companies with 1,000 employees or fewer. They include:
We can guide those investing in properties toward optimal results through real estate investment advisory services, including insights into how to:
We also do our best to limit your active losses.
Agents spend most of their time looking out for their clients. They often lack the space in their schedule to learn ways to save money on taxes and in other areas. Here are some ways we can help:
Calling on SD Mayer & Associates saves you the hassle of having to learn new skills. We bring experience and expertise to the table and can hit the ground running as soon as we begin working for you. We understand the tax issues and other concerns you face because we have worked with other real estate investors and agents before, and we apply that knowledge to everything we do for you.
When you enlist our services, it can free you up to concentrate on the things that grow your business. Investors can enjoy more time to scout for new properties. Agents can gain time with their potential clients to research and find them the perfect property.
Your energy should go into growing your business, not performing payroll-related tasks that will take you much longer than it will take our experts. We provide the ability to get things done quickly and accurately, so you don’t have to worry anymore.
We take an inclusive, holistic approach to finances. That means we believe each part of your business is connected, and we understand that making a change in one area can impact many others. We believe nothing is achieved in isolation. We consider your entire financial situation, including investments, taxes, insurance and accounts payable and receivable.
We can identify the areas where you need to take action to achieve your financial goals through holistic financial planning. We can also help you determine what those financial aims should be. We’ll help you with one area of your finances by understanding them all.
The holistic approach gives us a great overview of your situation and allows us to aid you in other areas as well, including:
As a small firm, we also provide more personalized service and attention to our clients, including outstanding communication.
In-depth advice on wealth management, outsourced accounting, tax, and audit services.
No matter which side of the real estate industry you’re on, you’ll almost certainly benefit from gaining more time to devote to your primary focus. We take care of the things you don’t have the time or expertise to handle, so you can work more closely with clients or engineer your next deal.
We can help with a range of needs, from taxes to accounting and bookkeeping. We can also aid you with wealth management and investment property financial advisor services. If you need a real estate CPA in the Bay Area and beyond, get in touch with us today to discuss how we can help you.
