Navigating real estate taxes in 2025 can be complex. Here are 9 expert strategies to help investors optimize deductions and defer gains—best implemented with the guidance of a Real Estate-savvy Enrolled Agent or CPA:
1. Understand the Role of a Real Estate EA
Focused on tax, EAs identify deductions and credits missed by others. Pair this with white-labeled support from our Business Consulting for full guidance.
2. Choose the Right CPA Specializing in Real Estate
Not all CPAs have real estate experience. Our Business Tax Services are tailored to investment-grade clients.
3. Maximize Depreciation Deductions
EAs and CPAs can calculate accurate depreciation schedules. Combine this with streamlined documentation via our Bookkeeping Services.
4. Navigate Capital Gains Strategically
Plan sale timing and income phases to minimize gains. We coordinate with Personal Taxes strategies for optimal results.
5. Use 1031 Exchanges to Defer Tax
EAs/CPAs help execute tax-deferred exchanges efficiently. We also provide financial insight through Outsourced CFO Services.
6. Reduce Property Tax Burdens
Review assessments and file appeals with localized knowledge. Ask about exemptions via our Consulting.
7. Capture Real Estate-Specific Tax Credits
From energy incentives to rehab credits, our professionals won’t let opportunities slip by. Ask about our Business Tax expertise.
8. Organize Deductible Expenses Accurately
Correct expense classification can improve cash flow. We help you track and bill professional expenses appropriately using our Bookkeeping.
9. Stay Informed on Real Estate Tax Changes
Tax laws evolve fast. We monitor updates so your strategy remains compliant and optimized in 2025—learn more about our ongoing support via Tax Prep Services.
Frequently Asked Questions
What makes a Real Estate Enrolled Agent different?
EAs are certified by the IRS and specialize in real estate deductions, whether residential or commercial.
Do I need both an EA and a CPA?
EAs focus on taxes, while CPAs provide broader financial planning. Many clients benefit from both.
How early should I engage an EA before selling?
Engage early to run depreciation audits, planning models, and ensure full tax strategies are in place.
Ready to Maximize Your Real Estate Tax Strategy?
Henriquez Accounting & Tax Services combines Real Estate EA and CPA expertise to help you save, defer, and plan—clearly and effectively. Schedule Consultation
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