Real Estate | Tax CPAs

Create, build, and protect value with our expert real estate tax and advisory services

BerryDunn understands the unique complexities that every stakeholder navigates within the real estate industry. Our team is there to advise you through any point in your project’s life cycle. From conception and entity structuring to exit strategy planning, BerryDunn’s deep knowledge of financing and operations helps stakeholders maintain control through the planning, funding, and operational stages of each project.

Our expertise and specialized teams provide comprehensive services to help our clients create, build, and protect value. Our teams focus on commercial real estate, residential, and construction.

Real estate tax and advisory services

Our expert team offers comprehensive services for all your real estate project needs. From feasibility studies and due diligence to project management and more, we can help you achieve your goals.

Tax structuring advisory 

Optimize your tax position

Financial statement audits, reviews, and compilations

Meet performance goals

Business and asset valuation

Gain insightful analysis

Outsourced accounting

Leverage industry-specific expertise

Tax planning and compliance

Develop a strategy

Tax credit investments

Identify opportunities

Tax structuring advisory

We offer tailored solutions for all real estate transactions, enabling you to remain compliant and to optimize your tax position through meticulous structuring. With our strategic capital consulting services, we can help you structure, manage, and maximize your capital.

Financial statement audits, reviews, and compilations

We assess your specific needs and customize a solution to help advance your operational efficiencies. Our goal is to empower and equip you to meet your performance goals and make better-informed decisions.

Business and asset valuation

Our credentialed business valuation specialists bring clarity to the complexities of valuation and deliver an objective opinion. From valuing a business for sale or purchase, gifting or estate planning purposes, or an ESOP valuation, we can help.

Outsourced accounting

Our team provides comprehensive outsourced accounting services, removing the burden from your internal resources while implementing back-office controls, GAAP-compliant financials, and identifying potential tax planning opportunities.

Tax planning and compliance

BerryDunn’s tax consultants partner with you to offer practical, accessible guidance and to develop a complete tax solution for your unique needs. We excel at tax strategy and solutions, helping you stay compliant with all state and local reporting obligations.

Tax credit investments

Our experienced team is skilled at understanding and identifying tax credit investment opportunities, including historic tax credits, renewable energy tax credits, and New Market Tax Credits (NMTC).

Specialized real estate advisory services

Like-kind exchange planning

BerryDunn’s team leverages its significant real estate industry knowledge to advise you on tax-deferred like-kind exchange planning under IRS Section 1031.

Preferred equity structuring

Our consultants can help you achieve optimal results for your development project or acquisition by determining the best way to structure equity.

Tax credit structuring

Our knowledgeable team is adept at financially structuring real estate transactions to enable you to qualify for and benefit from government tax credits.

Partnership allocations

BerryDunn provides critical guidance and expertise to ensure partnership allocations are structured correctly, tax-efficient, and aligned with your business goals.

Cost segregation

Our team uses cost segregation as a strategic planning tool to identify and reclassify assets, accelerate tax deductions, and integrate with your overall tax strategy.

Fixed-asset review

We carefully analyze your fixed assets to confirm that they are properly recorded, classified, and depreciated for both financial reporting and tax purposes.

Cost certification

BerryDunn’s professionals review and verify costs for your real estate project, determine tax depreciation, comply with program guidelines, and minimize risks.

Energy studies

Our industry professionals analyze your construction project to help you identify and leverage available energy-related tax incentives.

Optimize your value without increasing risk

BerryDunn prioritizes building long-term relationships with our clients because we believe it is essential to fully understand your needs. Our diverse team draws upon its extensive experience to help you maximize financial outcomes with minimal risk.

We understand that real estate investments pose both challenges and opportunities. That’s why we partner with you to skillfully structure deals and to keep you in control throughout all stages of a project. It's the depth of our partnerships that enables us to steer our clients around obstacles and help get them across the finish line efficiently and effectively in a way that supports their goals.

About us