CRE Tax Planning

We don’t prepare your tax return but instead provide
valuable adjunct services to you and your tax accountant to allow you to capture specific credits and incentives. Our specialized expertise generates credits and deductions not otherwise available to you without expert number crunching and analysis. We do the heavy lifting
and hand the results to your tax accountant to incorporate in your tax return,
providing you with impactful tax savings.

Real Estate Incentive Offerings

Cost Segregation

Cost Segregation allows all for-profit real estate owners to accelerate depreciation and provide instant cash flow. Contact us for a free estimate of benefit on your properties.

179D Deduction

Newly constructed commercial building owners or primary designers of non-profit and governmental buildings may be eligible for a deduction of up to $5.72 per SF for building energy efficiently.

45L

Builders of multi-family apartments or single family homes can capture this credit to offset the costs with building more energy efficiently. The credit can be as high as $5,000 per door to directly offset income tax due.

Research and Development Credits

Companies that invest in qualified research and development activities may be eligible for this general business credit. This credit is available for companies that design, develop, or improve products, processes, techniques , or formulas.

TESTIMONIALS

CUSTOMER REVIEWS

★★★★★

On short notice, CRE Tax Planning readily embraced our company's last-minute assignment of a complex, critical analysis of multiple properties and produced the most professional results within the promised time.

Michael G - Developer

★★★★★

I have known Dawn for 15 years and have used her services since 2009. She is courteous, helpful, honest and pays great attention to detail. I highly recommend her!

Kathy M - Real Estate Investor

OUR FOUNDER

Dawn Polin, CPA

With over 25 year experience preparing returns and advising clients, I have seen it all. I can help you navigate the intricacies of utilizing these tax incentives to your maximum advantage.