Yes. If you have a CPA you trust and want to keep working with, we coordinate with them.

Our job in that arrangement is to hand off clean, organized books and the supporting schedules your CPA needs. That includes monthly reconciled financials, depreciation and amortization schedules, loan and debt schedules, and property-level profit and loss statements. For partnerships and syndications, we provide capital account detail and allocation support that flows directly into the K-1s. Working with a real estate accounting firm means your CPA receives documentation built for real estate, which makes their job easier.

Matthew Rodrigue, the founder, coordinates the handoff and is available to answer any questions your CPA has about the books or schedules. Some CPAs want a quick call at year-end to walk through the numbers. Others prefer a document package they can work from independently. We handle it either way.

If you would rather have everything under one roof, the firm has an in-house CPA who prepares federal and state tax returns along with partnership K-1s. Matthew coordinates all the tax work, so you have a single point of contact whether we are collaborating with your existing CPA or preparing the returns ourselves.

Many clients come to us already working with a generalist CPA who handles their personal taxes and maybe some small business returns. That relationship can continue. What changes is that the bookkeeping, depreciation tracking, and real estate specific schedules come from us, and your CPA gets a cleaner, more complete package than they were working from before.

Some clients eventually move their returns to our in-house CPA after a year or two, once they see how the pieces connect. Others keep their existing CPA for the long term. Both paths work, and Matthew can help you think through which makes sense for your situation.