- Stanford University, Bachelors in International Relations
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 tax needs 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.
Tax preparation in the real estate industry is complex, and any small error or missed opportunity can cost investors and agencies thousands in taxes each year. At SD Mayer, we enable you to transfer the responsibility of tax filing from your shoulders to ours so you’ll never make another tax mistake again. Our team of knowledgeable and experienced advisors can help you achieve greater savings and reduce tax liabilities with our property tax accounting services.
Our certified professionals can help you fulfill your tax needs by assisting you in any of the following areas:
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. This 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 real estate CPA firm, we also provide more personalized service and attention to our clients, including outstanding communication.
Individuals in the real estate business have many complex tasks and responsibilities to undertake in their daily work. Among these obligations, handling taxes is a common area in which agents, brokerages and investors often face challenges due to the complicated nature of tax rules and processes. As a result, they may incur additional tax liabilities and miss opportunities to save money.
Many tax breaks are available to real estate agents that often get overlooked, causing businesses to miss out on cost savings.
The main reason real estate professionals forfeit tax deductions is because of poor expense tracking. It’s crucial to keep all receipts, invoices and other proof of expenses over time to support deductions in case of tax audits.
Federal tax codes are constantly changing, making it challenging for agents to keep up. These codes impact your income taxes considerably, affecting how you budget for your business.
Self-employed individuals like real estate agents, investors and brokerages must pay quarterly estimated payments on time or risk being hit with penalties and interest.
Real estate professionals experience significant income fluctuations over time, creating challenges in calculating estimated taxes.
Many agents and investors handle their personal and business expenses through a single account, making tax filing a challenge.
You can overcome your most pressing tax challenges with the help of the certified public accountants (CPAs) at SD Mayer. As your trusted real estate tax consultants, we offer a wide range of tax preparation services to help you achieve financial security.
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:
Calling on SD Mayer & Associates for property tax accounting 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.
If you’re looking to book tax preparation services for your California real estate business, SD Mayer can give you the help you need. We have four business locations positioned across the state, so we’re always close by, whether you live in San Diego, Los Angeles, San Jose or anywhere in between.
You can meet with a team member from our real estate CPA firm in the following office locations:
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.