Real estate is a dynamic industry—fast-paced, full of opportunity, and increasingly complex when it comes to finances. Whether you’re managing multiple rental properties, navigating your first real estate transaction, or scaling your commercial real estate business, having a skilled real estate CPA in your corner can make a world of difference. From reducing your tax burden to improving cash flow, a CPA who specializes in real estate can help you unlock powerful tax strategies and stay compliant with IRS requirements.
In Miami, one standout name in this space is Ian Borbolla, CPA, Principal CPA, and Founder of Digital Tax Group. With a laser-sharp focus on the real estate industry, Ian and his team offer highly personalized accounting services for real estate investors, developers, and professionals across the state.
Understanding the Role of a Real Estate CPA
What is a Real Estate CPA?
A real estate CPA is a certified public accountant who specializes in the real estate business, offering targeted financial guidance and tax planning. Unlike general accountants, real estate CPAs bring expertise in areas like 1031 exchanges, estate tax, and the tax ramifications of buying or selling property. They are vital for real estate clients looking to navigate complex tax codes, handle a tax audit, and mitigate risk with confidence.
If you’re unsure where to begin, the professionals at Digital Tax Group offer a full range of financial services and consulting options that are tailored to real estate investing.
Ready to take control of your finances? Schedule a consultation or email the team at Digital Tax Group. Prefer to speak now? Call them directly to discuss how a real estate CPA can help you.
Key Benefits of Hiring a Real Estate CPA
When it comes to managing your real estate investment, the benefits of a real estate CPA go far beyond filing a tax return. A knowledgeable CPA can help you strategize, safeguard, and scale your real estate business while staying fully compliant with the latest laws and regulations.
Strategic Tax Planning for Real Estate Investors
A real estate CPA provides tailored tax planning that considers the nuances of rental properties, 1031 exchanges, and capital gains tax. These professionals understand how to minimize tax, reduce tax liabilities, and uncover tax savings you might miss with a general accountant.
Here are a few ways a CPA can help real estate investors:
-
Implementing tax-deferred strategies like a 1031 exchange
-
Structuring purchases to optimize estate tax treatment
-
Navigating real estate tax deductions and depreciation
-
Advising on the tax implications of large acquisitions or sales
Quote: “A good CPA specializing in real estate isn’t just your number cruncher—they’re your strategic tax partner,” says Ian Borbolla of Digital Tax Group.
Financial Planning and Advisory Services
Real estate CPAs offer more than compliance—they deliver advisory services that include financial planning, budgeting, and cash flow forecasting. These insights can shape smarter investment strategies and help you make decisions that grow your real estate portfolio sustainably.
Key Financial Services Include:
| Service | Benefit |
|---|---|
| Financial Statements | Understand the health of your real estate assets |
| Bookkeeping | Organized data and receipts (onto Baselane, for example) |
| Tax Preparation Services | Accurate filings that meet IRS and state standards |
| Financial Analysis | Clear picture of income, expenses, and ROI |
To explore these services for your own portfolio, schedule a consultation or contact Digital Tax Group today.
How a Real Estate CPA Can Help Investors
Representing Real Estate Investors and Foreign Investors
Whether you’re a current real estate investor or expanding internationally, having a real estate CPA by your side is essential. CPAs and accountants who understand the intricacies of real estate investing can help structure your deals to meet both U.S. and foreign tax laws, reducing exposure to unnecessary tax liabilities.
Real estate CPAs help with:
-
Navigating cross-border transactions for foreign investors
-
Planning around estate tax and real estate tax
-
Handling tax preparation for multi-state or international portfolios
-
Ensuring documentation meets IRS and local requirements
These professionals offer critical support in understanding your responsibilities and rights under complex financial structures.
Real Estate CPA and Real Estate Transactions
Handling a real estate transaction without the insight of a CPA specializing in real estate can be risky. From commercial real estate to rental properties, each deal carries distinct tax ramifications of buying or selling that a general CPA might overlook.
Important transaction-focused services include:
-
Evaluating cost basis and adjusted basis for accurate tax return reporting
-
Determining eligibility for 1031 exchanges and alternative investment strategies
-
Structuring deals to mitigate risk while aligning with your long-term goals
“Your CPA can help you more than you think—especially when you bring them in early,” notes a recent client of Digital Tax Group.
For high-stakes deals, working with a top-tier accounting firm like Digital Tax Group ensures you receive accurate guidance rooted in experience with real estate.
Need assistance planning your next deal? Reach out via [email protected] or call 786-707-3077 to speak with a seasoned real estate CPA.
Choosing a Real Estate CPA: What You Need to Know
Tips for Choosing the Right Real Estate CPA
When it comes to choosing a real estate CPA, the right fit goes beyond credentials. You need someone who understands the complexity of services in the real estate industry—from real estate accounting to the ever-changing tax code. Always confirm that your CPA has met state education and licensing requirements, and more importantly, that they’ve worked with real estate clients like you.
Ask potential CPAs about:
-
Experience with rental properties and commercial real estate
-
Familiarity with tax preparation services and real estate tax filings
-
Success stories involving investment strategies and tax savings
-
Their approach to financial statements and proactive tax planning
“We don’t just crunch numbers—we guide our clients through smarter real estate decisions,” shares Ian Borbolla, CPA.
CPA as Part of Your Real Estate Team
A CPA can provide the structure and foresight needed to finance real estate, manage evolving portfolios, and stay compliant with IRS expectations. Working with a real estate CPA will ensure your decisions are both strategic and legal. The right advisor delivers more than compliance—they bring peace of mind.
Whether you’re scaling a real estate business or managing long-term holdings, a CPA who specializes in real estate is an invaluable asset. Don’t settle for generalists. Work with someone who specializes in real estate, understands tax strategies, and can tailor their accounting services to your unique situation.
Ready to elevate your real estate game? Contact Digital Tax Group or schedule your consultation today with a trusted real estate CPA.
