Tax Strategy built for real estate investors

-CPA who’s also a Licensed agent

  • 1031 like-kind exchange planning

  • capital gains tax minimization

  • depreciation recapture (Section 1250)

  • Cost segregation and bonus depreciation planning

  • Passive activity loss rules

  • Real estate professional status (REPS)

  • Installment sale structuring

  • Opportunity zone investing

  • Entity structure

  • Basis Tracking

  • Rental property bookkeeping

Long term success

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Tailored Expertise

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Transparent Process

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Sustainable Choices

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Commercial Design

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Long term success ✳︎ Tailored Expertise ✳︎ Transparent Process ✳︎ Sustainable Choices ✳︎ Commercial Design ✳︎

When do I benefit from your services?

At Shouse Financial, we are more than welcome to talk and see if you would benefit from our services. There are a few specific instances in which we believe the conversation in using a CPA becomes increasingly valuable

  • A high income year - almost always has a postive ROI

  • Before Selling - Most strategies have a deadline therefore it’s extremely important to plan in advance of a sale, especially those with large gains.

  • Scaling past 2-3 properties - This is when entity structure and bookkeeping begins to matter.

  • Inheritance/Estate planning