commercial real estate accounting services for investors
Working with a commercial real estate CPA can help Daly City real estate investors mitigate their risk associated with inadequate accounting and undue tax exposure. Established in 1944, Shea Labagh Dobberstein provides expert advisory, tax, audit, and outsourced accounting services to both institutional and individual owners of commercial real estate, including multi-family, office, retail, industrial, and land. Currently, we provide daily commercial real estate accounting services for investors in more than 75,000 apartments, 200 commercial and industrial buildings, and 600 real estate partnerships and LLCs in the greater Bay Area.
SLD real estate specialists are experts in tax minimization strategies, efficient audits, and saving you time on day-to-day accounting tasks. As a local firm, we provide personalized, responsive service year-round. However, as members of DFK International, , a global network of independent CPAs and advisory firms, we also provide the broader resources of a larger firm, enabling us to scale your services as your needs change.
We have been working with SLD for the past 15+ years. They have consistently been able to provide exceptional tax advice and offer guidance in setting up new companies for us. In addition, SLD has offered solid financial reviews and been able to be there whenever we need.
– Eugene Lupario, President, SVS Group
real estate accounting services
Our commercial real estate CPAs have diverse expertise that will enable you to make more informed decisions, understand financial implications, and determine areas of risk and opportunity. Our commercial real estate accounting expertise includes:
- ■ 1031 exchanges
- ■ Audits
- ■ Reconciling bank accounts
- ■ Internal controls
- ■ Depreciation
- ■ Cost segregation
- ■ Recording rental streams
- ■ Basis
- ■ Intergenerational wealth transfer
- ■ Converting ordinary income into capital gains
America’s Top Recommended Tax & Accounting Firms
SLD has been consistently recognized for our exceptional service, earning a ranking on Forbes magazine’s 2020 and 2021 list of “America’s Top Recommended Tax & Accounting Firms.” Additionally, we’ve been named a “Top 200 Firm” and 2020 “Best of Best Firm” by INSIDE Public Accounting and have received seven consecutive “unmodified” peer reviews without comments from the American Institute of Certified Public Accountants (AICPA). This distinction puts us among the top 10% of accounting firms in the nation.
Our continued success is due to the expertise of our team members, like Principal Edward “Ed” Hanley. Ed has more than 30 years of experience providing business advice, tax services, and strategic consulting to private businesses. He specializes in high net worth individuals, personal financial planning, tax strategies, pass-through entities, and distributive trades.