comprehensive real estate accounting
Working with a commercial real estate CPA can help real estate investors in Oakland and the surrounding Bay Area minimize the risks associated with inadequate reporting. Established in 1944, Shea Labagh Dobberstein provides comprehensive real estate accounting, tax, audit, and advisory services to owners of commercial real estate.
Our commercial real estate CPAs provide assistance in the following areas:
- ■ Audits
- ■ Cost segregation
- ■ Depreciation
- ■ Recording rental streams
- ■ Basis
- ■ Intergenerational wealth transfer
- ■ Internal controls
- ■ 1031 exchanges
- ■ Converting ordinary income into capital gains
The most significant improvements/benefits are that we now have Mr. Cain and Mr. Hanley that we can depend on not only for advice but to know that they are current with all the new and old tax regulations and what needs to be done to properly report our extensive real estate holdings, GST Trusts and LLCs. We encouraged our daughter and her husband to leave their tax preparer and engage our new team at SLD to prepare their returns and the trust returns for their minor children. As a family we would recommend SLD since we have been satisfied with the service and attention we have received for several years now and for the ‘peace of mind’ knowing that our business needs are in the hands of true professionals.
– Beverly Sebanc
experts in tax minimization strategies
Our real estate specialists are experts in tax minimization strategies, ensuring you don’t miss out on tax-saving opportunities. Additionally, we also provide industry expertise in construction, manufacturing, distribution, logistics, wholesale, food and beverage, and professional services.
For more information on our real estate accounting services, please contact us for a free consultation. Bill Wright, one of our Principals, will be happy to speak with you. You may also reach Bill at 415.869.5589.
A Nationally Recognized Real Estate Accounting Firm
SLD’s deep industry expertise and strict quality control standards have earned us recognition from Forbes magazine, which ranked us on its 2020 and 2021 lists of “America’s Top Recommended Tax & Accounting Firms.” INSIDE Public Accounting named us a “Top 200 Firm” and a “Best of Best Firm” in 2020. Additionally, we’ve received seven consecutive “unmodified” peer reviews without comments from the American Institute of Certified Public Accountants (AICPA); this achievement has been attained by less than 10% of accounting firms in the U.S.
Our CPAs come from a wide variety of backgrounds, ensuring you get the advice you need to address your real estate challenges. Principal Edward (Ed) Hanley has over thirty years of experience in public accounting, with expertise in partnership planning and the real estate and restaurant sectors. Ed’s specializations include high net worth individuals, tax strategy, personal financial planning, pass-through entities, and distributive trade. He, along with our other commercial real estate CPAs, can help you make informed decisions, while also highlighting areas of risk, opportunity, and financial implications.