Who We Serve
What We Do
Our team of certified public accountants, business advisors, personal financial planners, and industry experts 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 experts consult on entity structuring to help you optimize tax efficiency and navigate the nuances of investor turnover.
We are compliance experts 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
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
- 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