Our Real Estate Financial Clarity Framework is the structured approach Unity Business Advisors applies to every client engagement. It covers four pillars that address the full lifecycle of real estate financial management:

1. Portfolio-Level Tax Strategy covers entity structuring, 1031 exchange timing, cost segregation studies, and bonus depreciation planning. Under the One Big Beautiful Bill Act (OBBBA), 100% bonus depreciation has been permanently restored, and the Section 179 expensing limit has increased to $2.5 million. Our team helps you structure acquisitions and improvements to maximize these deductions.
2. Cash Flow Optimization includes rent roll analysis, operating expense benchmarking, accounts receivable management, and 12-week rolling cash flow forecasts. We track the inflows and outflows that determine whether your portfolio generates real liquidity or just paper profit.
3. Compliance and Reporting encompasses financial statement preparation, multi-entity consolidation, state-specific LLC compliance, and occupancy tax filings. Washington requires specific reporting for rental income, and our team ensures you meet every obligation without penalties.
4. Growth Advisory delivers data-driven insights on acquisition timing, disposition strategy, capital improvement ROI, and portfolio diversification. You make the deals; we make sure the numbers support every decision.

Unity Business Advisors provides accounting and advisory services to real estate professionals across multiple property types and business models. We're here to help all those in the industry move forward with confidence, so connect with us if you're a:

Real Estate Broker

Between commission tracking, quarterly tax estimates, and independent contractor payments, running a real estate brokerage requires constant financial coordination. Self-employed real estate agents face a 15.3% self-employment tax, though 50% of that cost is deductible. Turn to our experts to streamline your back office through tailored bookkeeping, payroll, and tax planning solutions, freeing you up to focus on growing your client base and your team.

Real Estate Developer

Ground-up development is among the most financially complex undertakings in real estate. Our team supports your projects from pre-development through stabilization with cost segregation strategies, cash flow forecasting, and tax credit guidance. We help developers take advantage of the permanently extended 20% Qualified Business Income (QBI) deduction available through pass-through entities like LLCs and S-corporations. From dirt to done, we're with you every step of the way.

Property Management Firm

Managing properties involves far more than coordinating maintenance. There's rent collection, vendor payments, and financial reporting across multiple owners and entities to manage. Our systems and support simplify the complex, reduce overhead, and deliver insights that help you reach your growth objectives. We help property managers maintain clean books across dozens of properties without the headaches of managing it all internally.

Mixed-Use Property Owner

Mixed-use properties require a hybrid financial approach. With residential leases, retail tenants, and commercial businesses all under one roof, accurate segment reporting is crucial. We help you maintain compliance with both commercial and residential regulations, analyze performance by unit type, and manage tenant-specific billing so nothing falls through the cracks.

Multifamily Investor

Multifamily properties thrive on efficiency, and that's exactly what our team delivers. Whether optimizing tax deductions through cost segregation or tackling year-end K-1 preparation, our streamlined services help you scale your portfolio. The estate tax exemption has increased to $15 million per person ($30 million per couple) beginning in 2026, giving multifamily investors more flexibility in long-term succession and estate planning.

Hotel or Motel Owner

Operating where hospitality meets real estate demands precise financial management. Our team helps you handle seasonal revenue swings, franchise fees, and occupancy taxes, all while keeping a close eye on margins. Connect with us to stay profitable and compliant, whether you're managing one location or multiple.

What does a real estate accountant do differently than a general CPA?

A real estate accountant specializes in the financial complexities unique to property-focused businesses, including 1031 exchanges, cost segregation studies, passive activity loss rules, and multi-entity reporting. At Unity Business Advisors, our team applies deep industry knowledge that a general practice CPA typically does not maintain.

How can cost segregation reduce my tax bill?

Cost segregation reclassifies components of a commercial or residential property into shorter depreciation periods (5, 7, or 15 years) instead of the standard 27.5 or 39 years. With 100% bonus depreciation permanently restored, qualifying components can be fully expensed in the year of acquisition, significantly lowering taxable income.

When should I start working with a CPA for my real estate business?

The best time to engage a real estate CPA is before you acquire your first property or expand your portfolio. Early involvement allows for optimal entity structuring, tax planning, and compliance setup. If you're already operating, connect with our team now so we can review your current position and identify opportunities.

Does Unity Business Advisors work with out-of-state real estate investors?

Yes. While our office is in Lynnwood, WA, we serve real estate investors and property owners with holdings across multiple states. Our team manages multi-state compliance, entity structuring, and tax planning for clients whose portfolios extend beyond Washington.

How does the 20% QBI deduction apply to real estate businesses?

The Section 199A Qualified Business Income deduction allows eligible real estate businesses operating through pass-through entities to deduct up to 20% of qualifying income from their federal tax return. This deduction is now permanent under the OBBBA, and income thresholds, W-2 wages, and property basis all factor into the calculation.