Real Estate
How are you planning today for success tomorrow?
Whether you’re a large real estate developer or a small real estate investor, our business advisory team can assist you.
What we do
Our team of certified public accountants, business advisors, personal financial planners, and industry specialists can guide you through the complexities of developing and operating real estate. We also provide suggestions to managers and brokers to improve their financial strength and tax outcomes in their businesses.
We work with a range of property types, ranging from hospitality and office to multi-family and industrial real estate.
Our specialists consult on entity structuring to help you optimize tax efficiency and navigate the nuances of investor turnover.
We are compliance specialists for real estate operations, investments and management companies. Our services will evolve with you, including bookkeeping, project analysis, and tax-saving initiatives.
Real Estate Accounting + Financial Services
- Qualified opportunity zones
- Due diligence
- Tax planning + compliance
- Financial statement preparation
- Accounting + bookkeeping services
- CFO/advisory services
- Business formation + transaction support
Who We Serve
Private Equity Investors + Funds
Guidance for moments that mean the most to your business
- Qualified opportunity zones: Establish fund creation and manage ongoing compliance and fund testing as well as constructive consulting to maximize return on investment.
- Project analysis + tax services: Ensure compliance with cost segregation, financial reporting, entity structuring, accounting, and tax reporting standards, and serve as a resource on maximizing cost-saving strategies.
- Advisory services: Implement effective management and operational policies and procedures as well as suggested best business practices and accountability.
Commercial Brokers and Private Equity Fund Managers
Helping you plan for tomorrow’s success
- Financial planning + bookkeeping: Assist with budget evaluation and financial strategies, and provide expertise on relevant fiscal and legislative issues.
- Due diligence + tax services: Ensure compliance with cost segregation, entity structuring, accounting, and tax reporting standards, and serve as a resource on business transactions.
- Advisory Services: Implement effective management and operational policies and procedures as well as suggested best business practices and accountability.
Meet Our Professionals
Partner - Real Estate
Jonathan McGuire, CPA
Aldrich CPAs + Advisors LLP
Jonathan McGuire has over ten years of experience providing strategic tax planning and compliance expertise to private middle-market clients. He has a deep focus as a real estate accountant, working with investors, developers, realtors, property managers, and other professional service providers in real estate. He works with a wide range of property types ranging from… Read more Jonathan McGuire, CPA
Jonathan's Specialization
- Real estate
- Partnership taxation
- Tax planning and compliance
- Certified Public Accountant
- Repair regulations
- Qualified Opportunity Zones
- Qualified Opportunity Funds
Looking for support or have a question?
Contact us to speak with one of our advisors.
"*" indicates required fields
