Real Estate 2019-07-30T21:31:55+00:00

Accounting for Real Estate Professionals

Helping you stay ahead of the trends

The real estate industry is competitive and fast-paced. Having up-to-date information on the valuation of assets, interest rate risks, changing cap rates, and access to lending and investor capital is key. In today’s economic climate, the volatility of the real estate market is challenging, presenting both unique obstacles and opportunities. The need to track costs and the basis of property, both in the development and operations phases of your project, is essential.

Stratagem has served the residential and commercial real estate needs of our clients for over 30 years, and our multi-disciplinary team is keenly in tune with the needs of brokers, investors, and property managers of both the Denver and the wider national market. Our expert guidance can reduce your worries and provide you with peace of mind. We understand real estate transactions in any phase, be it development, acquisition, operation, or disposition and can assist with accounting and tax needs across all phases of real estate transactions.

Our services for the real estate industry include:

Tax ServicesOur experienced tax experts take a proactive approach in your tax strategy and will help you in planning for the future of your project. Our services include:

  • Year-end and interim tax projection analysis
  • Tax returns- Individual and corporate tax return preparation including multistate returns
  • Analyzing and modeling Internal Rate of Return (IRR) on real estate investments
  • Strategic planning and structuring of §1031 like kind exchange transactions
    • Assisting with cost segregation studies and identifying potential opportunities

Assurance/Audit ServicesWe provide a full range of assurance services to meet your financial reporting needs for accurate and reliable financial information. Our services:

  • Audit, review, compilation and financial statement preparation services to meet management, investor, and lender requirements
  • Consulting services around transaction structuring and analyzing impacts of transactions

Accounting Services Our accounting team can provide support or assume the role of your internal accounting team to ensure you have accurate and timely financial reporting, including:

  • Monthly bookkeeping data entry
  • Accounts payable and accounts receivable
  • Monthly account reconciliations
  • Reconciliation of third party software to QuickBooks
  • General ledger review
  • Financial statement preparation
  • Cash flow budgets and forecasting
  • Payroll processing and payroll tax return filing including year-end W-2s
  • Workers’ compensation audits
  • Sales and use tax reporting
  • Annual report filing
  • Maintaining depreciation schedules for properties and complete annual personal property tax filing
  • 1096/1099 & 1098 reporting
  • QuickBooks assistance and training

IT Services – We share our technology expertise with you, making sure your systems run smoothly and your information is secure and safe from hack. Our team can help with:

  • Technology Consulting Services
    • General technology – hardware, software, and network setup
    • Strategic Technology Planning
    • Technical project management and implementation
    • Current technology assessment
    • Written policies and procedures
    • Security and risk assurance
  • Managed Services
    • 24/7/365 monitoring and maintenance of your systems and servers
    • Disaster recovery and backup for business continuity
    • Expert support, both onsite and virtually
    • Firewall and security management
    • Cloud computing and virtualization
    • Virtual CIO services
  • Enterprise Content Management  (ECM)
    • Sharepoint


Focus Area Detail