Real Estate

Boost Profitability With Tax-Smart Strategies

At Monroe Shine, our CPAs are trusted advisors to Real Estate clients, offering specialized financial and tax expertise. We understand the complexities of your business – from navigating 1031 exchanges and cost segregation studies to managing entity structures, project financing, and regulatory compliance. Our industry-specific insights allow us to proactively identify tax-saving opportunities, streamline operations, and support long-term profitability for you to build value with confidence.

Real Estate Clients

We proudly serve a diverse range of real estate clients providing industry-specific financial guidance tailored to their unique needs including:

Real Estate Developers
Commercial Developers
Residential Developers
Industrial Property Developers
Agents
Brokers

CPA & Business Consulting Services For Real Estate

Monroe Shine provides a wide range of specialized CPA and business consulting services for real estate clients.

Traditional Financial Reporting

Monroe Shine delivers accurate and timely Traditional Financial Reporting for real estate clients to support informed decision-making and regulatory compliance. Our CPAs provide customized financial statements such as balance sheets, income statements, and cash flow reports that reflect the unique complexities of real estate transactions and portfolio performance.

Tax Compliance & Planning Services

Our specialized Tax Compliance & Planning Services for real estate clients minimize tax liability and ensure full compliance with evolving federal, state, and local regulations. Our CPAs develop proactive tax strategies tailored to real estate transactions, including 1031 exchanges, entity structuring, and capital gains planning, to maximize after-tax returns and support long-term investment goals.

Contract Claims Support

We provide expert Contract Claims Support for real estate developers, builders, and investors who are navigating disputes or delays related to project agreements. Our CPAs analyze cost data, timelines, and contract terms to deliver accurate documentation and financial insight that will strengthen your position in negotiations, litigation, or insurance claims.

Job Costing

Monroe Shine offers precise Job Costing services for real estate clients to track project expenses, manage budgets, and improve profitability across developments. Our CPAs help developers and builders allocate costs accurately by job, phase, and activity, delivering detailed financial insights that support smarter decision-making and successful project outcomes.

Internal Control Reviews

Our thorough Internal Control Reviews for real estate clients safeguard assets, ensure financial accuracy, and strengthen operational efficiency. Our CPAs assess your internal processes from project accounting to cash management to identify risks, enhance compliance, and support sound financial decision-making across your entire real estate portfolio.

Contract Reviews

Monroe Shine offers Contract Review services for real estate clients to identify financial risks, clarify terms, and ensure favorable deal structures. Our CPAs analyze key provisions in development, lease, and purchase agreements to safeguard your interests and enhance financial outcomes.

Fixed Asset Analysis

We provide Fixed Asset Analysis to help real estate clients optimize depreciation schedules, improve asset tracking, and ensure compliance with tax regulations. Our CPAs evaluate your property portfolios to identify underutilized or misclassified assets and uncover hidden tax savings opportunities.

Cost Segregation Studies

Our Cost Segregation Studies for real estate investors and developers accelerate depreciation and reduce current tax liabilities. Our CPAs analyze building components to reclassify assets into shorter-life categories, improving cash flow and increasing investment returns.

Incentive Programs

Monroe Shine helps real estate clients uncover and capitalize on federal, state, and local tax Incentive Programs related to development, job creation, and energy efficiency. Our CPAs identify eligible credits and deductions to reduce tax burdens and enhance project profitability.

State Pre-Qualification Assistance

Our State Pre-Qualification Assistance services for real estate firms pursuing public development opportunities or tax credit programs ensure that your financial statements, compliance documentation, and reporting meet agency requirements for timely and successful qualification. These services position you for success in competitive state contracting opportunities to enhance your eligibility.

Capitalization Of Development Costs

Monroe Shine guides real estate clients through the proper Capitalization of Development Costs to ensure IRS compliance and accurate financial reporting. Our CPAs help classify pre-construction and soft costs to support long-term asset value and optimize tax outcomes.

Succession Planning

Our Succession Planning services are tailored to real estate owners and developers preparing for leadership or ownership transitions. Our CPAs create customized strategies that address tax implications, entity structure, and legacy planning to protect your business and its future value.

Like-Kind Exchanges

Monroe Shine advises real estate clients on Like-Kind Exchanges under IRS Section 1031 to defer capital gains taxes and preserve investment capital. Our CPAs manage the process from identification to compliance, ensuring a smooth, tax-efficient property exchange.

Transaction Advisory Services

We provide Transaction Advisory Services to real estate clients navigating acquisitions, dispositions, and joint ventures. Our CPAs offer financial due diligence, deal structuring, and tax planning to maximize transaction value and reduce exposure.