Who We Help › Real Estate & Property
Who We HelpBookkeeping for Multi-Family
Real Estate Investors
Multi-family investors — from duplexes to apartment complexes — need consolidated financials across all units, depreciation optimization, and the tax expertise to maximize returns on a growing portfolio.
Book a Free ConsultationNo obligation · 30-minute call · Federally authorized Enrolled Agent
The Specific Challenges We Solve
Unit-Level Income and Occupancy Tracking
Multi-family investors need to see which units are occupied, which are producing income, and the performance of the overall asset. We set up unit-level tracking within your accounting software so you have visibility at any level of your portfolio.
Cost Segregation Opportunity Assessment
Multi-family properties often have significant cost segregation potential — accelerating depreciation on components like carpeting, appliances, landscaping, and parking structures. Luisa assesses whether a cost segregation study makes economic sense for your portfolio.
Cash-Out Refinance and Loan Accounting
Cash-out refinances on multi-family properties don't create taxable income — but proceeds and repayments need to be tracked correctly, and interest expense allocation matters for deductibility. We handle financing events correctly so your books always reflect your capital structure.
A Bookkeeper Who's Also a Federally authorized Enrolled Agent
Most bookkeepers categorize transactions and hand you a report. Simple Books Now does that — and our Licensed EA can also represent you before the IRS, file your business and personal tax returns, and advise on tax strategy year-round. One firm. No referrals. No gaps.
Ready to Get Your Books in Order?
Book a free 30-minute consultation. She knows the numbers for your type of business and will give you a clear picture of what we can do.
Book a Free ConsultationNo obligation · Flat monthly rates · Federally authorized Enrolled Agent