Real Estate Tax Preparation
Get Every Deduction. File with Precision.
Own your clinic and your building with confidence.
We handle the real-estate related filings, depreciation schedules, and compliance so you can focus on the practice—not the paperwork.
Why Veterinary Owners Turn to Us for Real Estate Income Tax Filing
Owning your clinicʼs building can be one of the best financial moves you ever make! It also adds a layer of complexity.
This service exists to make that part simple, accurate, and strategic.
1. Entity structure matters
Under current laws, 98% of real estate ownership is reported on Schedule E of an individual return or in stand alone Partnership Form 1065. We are experts in both of these Federal forms, along with all the state income tax equivalents.
2. Real estate ownership changes your tax picture
The type of lease your practice and real estate entity enter into drives the amount of rents, along with who takes responsibility for agreed upon operating expenses, repairs, and capital improvements. Getting those numbers right ensures your tax position reflects the full benefit of ownership, for both entities.
3. Depreciation can be a quiet advantage or a missed one
Your building and itʼs components all create potential deductions. We track those details so you do not lose out on valuable depreciation or cost recovery opportunities.
4. You deserve clarity and confidence
Most owners just want to know it is being done right. We give you clear explanations, organized documentation, and dependable filing without unnecessary meetings or jargon.
5. There is room to plan ahead
For owners ready to think beyond the current year, our Advisory and Strategic plans include proactive planning sessions and estimated tax guidance. This helps you anticipate your cash flow and tax exposure before April arrives.
Your building is a long-term investment.
Our goal is to make sure the tax side of that investment supports your success, not complicates it.
Explore the plans that align your property ownership with your overall tax strategy
Our Basic plan covers reliable filings, Advisory adds strategic insight, and Strategic offers full-service guidance for complex ownership structures.
Vitals
Wellness
Advance Care
- TitlesBasicAdvisoryStrategicIdeal ForLow cost, numbers on formsHigh quality, reasonable priceOptimization, VIP serviceBase Cost for Year$1,800 - $2,500$3,000 - $7,500$7,200 - $15,000Out of Scope RatesFullFullDiscountedPackages Available40015020
- Titles
Basic
Advisory
Strategic
Reoccurring Information Request ListAvailable Information Will Be Gathered By the PracticeDen TeamCut off Date for Information45 Days Prior to Due Date25 Days Prior to Due Date10 Days Prior to Due Date - Titles
Basic
Advisory
Strategic
Federal Income Tax Entity FilingsState Income Tax Entity FilingsFixed Asset Additions and DisposalsTax Depreciation and Amortization Adjusting EntriesReasonable Inquires of Information that Appears Incorrect, Incomplete, or InconsistentCalculation of Owner Tax BasisCompare Balance Sheet Accounts with Supporting Information ProvidedCompliance Season Kickoff MeetingIncome Tax Notice Response and Audit ProtectionOptionalIncluded - Titles
Basic
Advisory
Strategic
Strategy MeetingsOne per yearProactive Communication of Tax StrategiesEntity Taxable Income EstimatesOne per yearFour per yearEstimated Tax Prior Year Safe Harbor CalculationEstimated Tax Current Year Safe Harbor CalculationSystem Generated Estimated Tax Payment RemindersPersonalized Estimated Tax Payment Reminders - Titles
Basic
Advisory
Strategic
Tax Return Delivery TimingNo priorityStandardHigh priorityExtensionAt firm discretionAt client discretionAt client discretionDelivery MethodSafeSendSafeSendSafeSendElectronic Signature and FilingSigner of Tax ReturnQualified team memberManagerPartnerCustom Delivery MessageTax Return Review VideoTax Return Review Meeting - Titles
Basic
Advisory
Strategic
Portal CommunicationsEmail AccessShared InboxShared inboxDedicated team memberZoomPhonePhone TreeDedicated team memberTextGroupDedicated team memberResponse Time< 72 hours< 36 hours< 12 hoursOffshore Team Support Opt-InRequiredRequiredOptionalAvailable HoursMon-Thu, 9am-3pm PST/Noon-6pm ESTMon-Thu, 7am-6pm PST/10am-9pm ESTExtended hours for urgent needsBilling MethodPre-billed annuallyIn stagesIn stages - Titles
Basic
Advisory
Strategic
Expedited New Client OnboardingPracticeDen SwagInvite to Dean in the Den Sessions
Why they choose us
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FAQs
Yes. We provide a secure online home for your prior year returns and depreciation schedules so you always have clear access to your full tax history.
Of course. We review your ownership structure, monitor depreciation and tax basis, and use our background in helping veterinarians buy and sell real estate to show you what a future sale may mean for your taxes. It is about giving you clarity long before you reach the closing table.
Yup! We break down the tax implications of buying versus leasing and look at how each choice affects deductions, depreciation, and cash flow so you know which path fits your plans.
For our Advisory and Strategic clients, tax strategy is already built in. Basic clients can choose to add it as needed.
We’re happy to review your lease amounts and terms to make recommendations to your lawyer on how to structure them in a way that best supports your economic and tax goals.
Yes. We look at your tax situation, your financial plans, and your exit timeline to help you decide whether it makes more sense to sell or retain the property. We can also point you toward industry experts who can offer deeper market insight.
We handle depreciation and building improvements with a strategic approach designed for veterinary practices. Using our CPA expertise, we tailor depreciation choices to your facts creating tax-saving opportunities that align with your overall goals.
We tailor our communication pace to the level of support you need. Every tier is designed to keep you informed and supported in a way that fits your goals.
Absolutely. We’ll help you decide if refinancing or restructuring your real estate debt is the right move by looking at how each choice impacts your taxes, cash flow, and future plans.
We are capable of all 3 - Just tell us what option you would prefer!
Still have a question?
Can’t find the answer to your question? Send us an email and we’ll get back to you as soon as possible.
