From picking tenants, completing upgrades and planning when to cash in on your real-estate investment, almost every decision a landlord makes has some sort of impact on their Income Tax. Navigating this can be difficult when we start to think about shared expenses or capital gains, so we've created some resources to help you prepare come tax time!
Do you operate a vacation rental? Choose the Vacation Rentals tab instead.
Choose this option if you already have a method of tracking your Income and Expenses. This summary is used at tax time to help us prepare your taxes. Use one summary sheet for each Income Property
Choose this option if you want a full-service workbook to record all Income, Expenses and Improvements. Filled with helpful hints along the way, this workbook is best for clients who prefer old-fashioned pencil and paper record-keeping. Include a copy of your workbook at tax time!
Track Income, Expenses and Improvements. Filled with helpful hints along the way, let this Excel Workbook do all the math for you! Include a copy of your workbook at tax time.
Check back soon! We're working on creating a new and improved excel template for our clients.