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Accounting and Tax Advisor Services for Real Estate Pros

Take control of your real estate accounting and tax planning
Real Estate Brokers | Investors | Property Managers
Tax Planning and Tax Preparation

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Real Estate Brokers | Investors | Property Managers
Real Estate Outsourced CFO Services
  • Optimize your accounting and finance functions with the best technology.

  • A team of CPAs and bookkeepers keeping you on track.

  • On-time and accurate reporting.

  • Transparent reporting adds clarity to your decision making.

  • Seasoned experts help you scale your real estate holdings.

We offer a broad range of finance, accounting, and tax services that can be tailored exclusively to you.

How it works
Learn more about our thorough approach

We help our clients realize their most important goals. With years of experience and unmatched credentials, Beyond Accounting & Tax is uniquely equipped to make a significant and lasting impact on clients’ lives.

We know our clients’ needs are always changing, so we continually seek new and improved ways to serve them.

  • Step 1. Meet and Strategize

    You will hop on a 30 - 45-minute strategy session with one of our team members to assess your situation and needs. You will work one-on-one with a single point of contact to determine which one of our services are right or you.

  • Step 2. Kick off and share your information

    We kick off every engagement with a brief meeting to review what you can expect over the next few weeks and months to come. You will receive a welcome email, onboarding checklist and invitation to set up a profile in our secure client portal. Your account manager will help guide you through this process to keep you on the right track.

  • Step 3. Check in and Update

    Once we have collected all the information we need and are moving in the right direction, we get together to perform a comprehensive review of the status of our engagement. We make sure progress is being made and expectations are being met. And if changes need to be made, we can do that too.  

  • Step 4. Rinse and Repeat

    We will meet on a regular basis to review the status of your engagement and all things relevent to ensure you are acheiving the goals we help you put in place.

Schedule a free consultation

Let us discuss your needs and if we would be a good fit to help.