Real Estate Decisions Backed by Financial Expertise
An in-house Realtor for residential buying, selling, and rentals, working alongside our accounting and tax team.
Accounting and real estate under one roof
At CFA, we combine financial services with real estate experience. Our firm includes a Realtor specializing in residential purchases, sales, and rentals.
This integrated approach connects accounting, tax planning, and real estate decisions, so our clients can make property decisions with complete financial and tax support.
How we help
Residential buying & selling
Guidance through the purchase or sale of residential property with a licensed Realtor.
Residential rentals
Support for landlords and tenants with residential rental properties.
Investment analysis
Financial analysis of real estate investments before you commit.
Rental income & expense accounting
Organized bookkeeping of rent received and property expenses.
Property-related tax preparation
Tax returns that correctly report rental activity and property sales.
Transaction financial support
Financial support throughout real estate transactions.
Built for investors and property owners
Owning rental property is running a business. We help investors and landlords keep each property’s income and expenses organized, understand their real return, and file taxes correctly.
- Property-by-property income and expense tracking
- Accounting support for investors and property owners
- Tax preparation for rental activity
- A full financial picture before you buy or sell
Who we help
Frequently asked questions
Why work with an accounting firm that has a Realtor?
Buying, selling, or renting property affects your taxes and cash flow. Having both under one roof means your real estate decisions are informed by your full financial picture.
Can you keep the books for my rental properties?
Yes. We organize rental income and expenses by property and prepare the reports you need for tax time.
Get your books in order. Start with a free consultation.
Tell us about your business or association. We will review where things stand and recommend a clear next step, in English or Spanish.