Real estate
More doors, fewer surprises.
Every property on one plan.
Rental schedules, 1031 exchanges, depreciation and entity planning for owners and investors, with your estimated payments known before you ask.
The questions every property owner asks.
Robert works with owners from a single rental to a portfolio of buildings.
Book a consultation
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Rentals
One schedule per property, kept current all year.
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1031 exchanges
Planned before the sale, with the dates on your calendar.
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Depreciation
Cost segregation and the schedule that goes with it.
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Entities
LLCs that fit how you hold and finance each property.
★★★★★
Six rentals, two LLCs and a 1031 exchange. Robert keeps it all straight and I know my estimated payments before I ask.
Michael Grant
Real-estate investor, Brooklyn
What changes when your accountant knows real estate
A generalist
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Sees the 1031 after the sale closes
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Depreciates every building the same way
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Sets estimates from last year's return
A real-estate specialist
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Plans the exchange before you list
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Builds a depreciation schedule per property
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Sets estimates from this year's rents
What our clients say
Owner-run businesses from Manhattan to Montclair, in their own words.
★★★★★
We used to find out what we owed in April. Now Daniel walks us through it every quarter and the number never surprises us.
Dr. Paul Kessler
Kessler Family Dental, Montclair
★★★★★
Job costing finally matches what happens on site. Our bonding company asked who does our books, which has never happened before.
Marcus Hayes
Hayes Building Co., Queens
★★★★★
Tips, payroll and sales tax used to eat my Sundays. Now the books close by the tenth and I spend Sundays in the kitchen.
Tony Russo
Russo's Trattoria, Hoboken
★★★★★
Denise's team made our first audit calm. Our board got a clean opinion and our grantors got their reports early.
Laura Bennett
Executive director, Riverside Pantry
★★★★★
They set up our inventory accounting before the holidays and caught a sales tax problem that would have cost us thousands.
Jessica Hollis
Owner, Hollis Street Boutique
★★★★★
Six rentals, two LLCs and a 1031 exchange. Robert keeps it all straight and I know my estimated payments before I ask.
Michael Grant
Real-estate investor, Brooklyn
Questions clients ask
Do you work with first-time landlords?
Yes. Many clients start with one rental and add more.
Can you help with a 1031 exchange?
Yes. We plan the timeline with your intermediary before the sale.
Do you prepare the LLC returns too?
Yes, the partnership returns and the K-1s that go with them.
Free consultation
Bring last year’s return. We’ll take it from there.
An hour with a partner, at our office in New York or Montclair or by video. You leave with a written scope and a fixed fee.
What to bring
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Last year’s federal and state returns
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Recent bank and card statements
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Any IRS or state notices you have received
Robert Hale
Advisory partner · replies within one business day
Tell us about your business
A partner replies within one business day.
CPAs for owner-run businesses and the families behind them.
118 West 27th Street, New York
21 Church Street, Montclair