Commercial Real Estate CPA San Mateo

Overview

As a commercial real estate CPA firm, Shea Labagh Dobberstein provides advisory services to both institutional and individual owners of commercial real estate. Established in 1944, SLD is one of the most well-respected and long-standing independent CPA firms in the Bay Area. Our real estate specialists provide daily accounting, tax minimization, and audits for investors in more than 75,000 apartments, 200 commercial and industrial buildings, and 600 real estate partnerships and LLCs in San Mateo and the greater Bay Area.

Our expertise in commercial real estate accounting includes:

  • 1031 exchanges
  • Depreciation
  • Cost segregation
  • Basis
  • Intergenerational wealth transfer
  • Converting ordinary income into capital gains
  • Audits
  • Internal controls
  • Reconciling bank accounts
  • Recording rental streams

America’s Top Recommended Tax & Accounting Firms

Our commercial real estate CPAs provide responsive, personalized service and technical expertise. Our approach has earned SLD several accolades. We were ranked on the 2020 list of “America’s Top Recommended Tax & Accounting Firms” with Forbes magazine, as well as a “Top 200 Firm” and 2020 “Best of Best Firm” by INSIDE Public Accounting. We have also received seven consecutive “unmodified” peer reviews without comments from the American Institute of Certified Public Accountants (AICPA), an achievement that’s been attained by less than 10% of accounting firms in the US.

Commercial Real Estate - Accountants

Many of our commercial real estate CPAs have decades of experience, like Principal Edward “Ed” Hanley. Ed has more than thirty years of experience in public accounting and has done significant work in the real estate and restaurant sectors, as well as partnership planning. He also served as a tax counsel at GE Capital Corporation headquarters before returning to public accounting. This legal background has given him a unique perspective when it comes to coordinating a comprehensive planning model for his clients in the area of tax planning. Ed’s specializations include high net worth individuals, tax strategy, personal financial planning, pass-through entities, and distributive trade.

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