Partner Tax, Accounting & Cost Segregation Services

Powered by ESO + Trusted CPA & Tax Partners

Tax, Accounting & Cost Segregation Services

Smart investors know that real estate wealth isn’t just created on the buy — it’s also protected through tax strategy and accounting discipline. That’s why ESO partners with top CPAs, tax advisors, and cost segregation specialists to help investors keep more of their returns, stay compliant, and scale faster.

Why ESO Tax & Accounting Services?
  •  Investor-Focused CPAs – Work with professionals who understand real estate portfolios, 1031 exchanges, SDIRAs, and passive income strategies.
  • Comprehensive Tax Planning – Structure your investments for maximum efficiency.
  • Cost Segregation Studies – Accelerated depreciation to lower taxable income immediately.
  • Entity Structuring & Compliance – Guidance on LLCs, Series LLCs, partnerships, and more.
  • Full Accounting Support – Monthly bookkeeping, cash flow tracking, and financial reporting.
  • IRS-Proof Documentation – Compliance-ready reporting and audit protection.
Featured Services
  • Cost Segregation Studies
    Accelerate depreciation and front-load deductions on SFR, multifamily, or commercial assets.
  • CPA Tax Strategy
    Investor-focused tax planning to minimize liability and maximize long-term returns.
  • Bookkeeping & Accounting
    Property-level P&Ls, cash flow statements, and expense tracking tailored for portfolios.
  • Entity Structuring
    Guidance on forming and maintaining LLCs, partnerships, and tax-advantaged structures.
  • 1031 Exchange Support
    Integrate with ESO’s IPX 1031 partner to ensure seamless compliance and tax deferral.
  • Retirement & IRA Planning
    Align with ESO’s SDIRA partner (Vantage IRA) for tax-advantaged investing.
How It Works
  1. Consultation – Share your portfolio details and tax goals with an ESO tax partner.
  2. Custom Plan – Receive tailored strategies including cost seg, entity setup, and tax planning.
  3. Implementation – Your CPA team executes studies, filings, and reporting.
  4. Ongoing Support – Stay compliant with monthly/quarterly accounting and year-end tax services.
The ESO Advantage

Traditional CPAs don’t always “get” real estate investors. ESO’s network of tax and accounting partners is 100% investor-focused — delivering strategies designed for flips, rentals, commercial assets, and portfolio growth.

With ESO, you don’t just get compliance — you get tax strategy as a growth engine.