Real Estate

 

Empowering Future Success: Trusted Real Estate Accounting, Tax and Advisory Services

 

Empowering Real Estate Professionals to Achieve Business Growth and Sustainability

We understand the complexities and dynamic challenges of the real estate industry. Whether you are involved in investment, management or owner-occupied real estate, achieving success demands more than just strategic planning; it requires effective, cost-efficient management of everyday operations. Our dedicated Real Estate Practice Team is committed to equipping you with the robust financial strategies and operational insights necessary for long-term profitability.

 

Strategic Advisory Tailored to Real Estate

The real estate market is robust yet fraught with risks that require meticulous strategic planning and agile management. Our experts bring extensive experience in assisting real estate professionals like you to navigate this competitive landscape. We help you focus on crucial aspects such as workforce retention, cash flow management, profit margin optimization, timely material fulfillment and nurturing pivotal lending and bonding relationships.

 

Comprehensive Tax and Financial Planning

Navigating the complex tax laws related to real estate can be daunting. Our team has deep knowledge in essential areas such as pass-through entity taxation, IRC Section 754 elections to increase basis, tax-free exchanges under IRC Section 1031 and strategic planning concerning passive loss rules. Our goal is to ensure that your financial plans are not only compliant but also optimized for tax efficiency and profit maximization.

 

A Partner in Your Real Estate Journey

We go beyond traditional accounting services to become your partner in all financial aspects. From detailed financial analysis and budget planning to strategic tax advice and operational efficiency improvements, we are here to ensure your real estate business thrives in any market condition. Our approach is personalized; we listen to your specific needs and challenges and tailor our services to provide the most effective solutions.

 

Long-Term Success Through Expert Guidance

Our commitment to your success is reflected in our proactive service and ongoing support. We believe in building lasting relationships with our clients, providing them with the guidance needed to navigate both current challenges and future opportunities. With Stefanek Regalbuto, empower your real estate business with the clarity and strategic insight required to excel and grow.

 
We offer a variety of specialized services tailored specifically for our Real Estate clients, such as:
  • Tax Planning and Compliance
  • Cost Segregation
  • Property Management Accounting
  • Financial Reporting, including Audits, Reviews, Compilations and Cash Flow Projections
  • Strategic Planning
  • Acquisition Analysis and Due Diligence
  • IRC Section 1031 Exchanges

     

Let us help you transform these challenges into opportunities for growth and stability. Contact us today to learn how we can help you build a more profitable and sustainable real estate business.

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Lead Contacts

mike-stefanek

Michael J. Stefanek, CPA

Partner

With more than 25 years of experience working at a national and regional accounting firm and building his own practice, Mike has developed a diverse background enabling him to provide his clients and business partners a unique perspective on accounting, tax and business matters.

joseph-regalbutto

Joseph P. Regalbuto, CPA

Partner

Joe has over twenty-five years of diverse experience with public accounting and financial services firms and has worked with companies with revenues ranging from start-up to $200M.