We handle both. The firm is built to be vertically integrated, meaning your bookkeeping, tax returns, investor K-1s, and advisory work all happen under one roof. You work with one team, and the numbers tie out from your monthly books through your filed return without the back and forth that happens when different firms are involved.

The practical advantage is that the person keeping your books understands what your tax return needs. Depreciation schedules, basis tracking, capital accounts, and cost segregation all get handled correctly during the year instead of scrambled together at tax time. When your return is prepared, the information is already organized and accurate because the same firm built it.

Returns and K-1s are prepared by the firm’s in-house CPA. Matthew Rodrigue, the founder, coordinates the work and serves as your primary point of contact throughout. You get direct access to Matthew on the bookkeeping and advisory side, and the tax work is handled by a CPA who already knows your books because they came from us.

For investors with partners or outside capital, this setup matters even more. Capital account tracking, waterfall calculations, and investor allocations flow directly into the K-1 preparation. There is no translation layer where errors creep in. The investor who contributed $100,000 in March and received distributions in August sees that reflected accurately on their K-1 because the same firm tracked it all year.

Beyond tax compliance, we provide forward-looking tax planning so you can structure acquisitions, sales, and refinances with the tax consequences in mind before you close. This includes cost segregation timing, 1031 exchange coordination, and real estate professional status analysis.

We also offer portfolio and asset management services that track property taxes, insurance, and debt service across your holdings. This planning layer sits on top of your books and helps you stay ahead of the large recurring costs that come with owning real estate.

The result is that you spend minimal time on back office work. One firm, one relationship, and one set of numbers that carry through from your monthly close to your filed return. We work with real estate investors only, and we serve clients virtually across the 48 contiguous states.

If you have been juggling a bookkeeper and a separate CPA and spending time bridging the gap between them, this is what real estate bookkeeping services should look like when done right.