Lifecycle Services for Real Estate Enterprises
Strategic Support for Real Estate Operators and Investors
HeimLantz can advise real estate venture deals, new properties development, rental asset management, triple net leases, acquisitions, and more. In real estate, informed decisions are everything. By integrating strategic consulting, tax planning, valuation expertise, and transaction analysis, you can achieve your profitability goals.
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Real estate intelligence is now all in one place
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Mergers & Acquisitions (M&A) Advisory
Business Strategy & Consulting
Entity Formation & Ownership Structuring
Business Valuation Consulting & Reporting
Business Income Tax Return Preparation
Individual Income Tax Return Preparation
Strategic Tax Planning for Businesses
Personal Property Tax Return Preparation
Specialized Tax Research & Consulting
Rental Property Purchases and Sales Analysis
Capture more value from each asset
Stronger Returns
Investment Intelligence
Tax Strategy
Better Performance
What Clients Say
Elmfield Institute
"The team at HeimLantz is just amazing. We partnered with the firm after many years with the same firm and have been very pleased with the expertise and guidance they have provided. They have a willingness to explore and be creative in the advice and planning they provide. They are not just a CPA but have been a valued counselor that has helped our company look at what is not just important today but what will be important in the future. From the minute you walk in the door, you’ve entered a center of excellence."
GOVERNMENT CONTRACTOR
Aptive Resources, LLC
"The team at HeimLantz is extremely knowledgeable and always willing to help with any of our tax planning and financial service needs. They have gone above and beyond time and again to help our company achieve our financial goals. They are friendly and approachable and always willing to answer any question we might have. I would absolutely recommend them to any company looking for a strong, top-notch accounting firm."
REAL ESTATE
Celedon Partners, LLC
"HeimLantz is the right partner for us because of their flat fee engagement model. Our team can get clarifications and advice without additional fees, which gives an added level of trust to our relationship. They go above and beyond to provide us with the information and recommendations we need. We would recommend them to anyone looking for a great accounting firm."
CONSTRUCTION
IMER Group
"HeimLantz’s service has undoubtedly played a pivotal role in our overall success. Their expertise and dedication have significantly contributed to our achievement of goals. I must mention that Josh and Drew are outstanding members of their team. Their exceptional skills and unwavering dedication make them the best in the business. We are delighted with HeimLantz’s services and highly recommend them to anyone seeking top-notch audit assistance."
Aviation Systems Engineering Company
"Our business and HeimLantz have grown together over the last 15 years. The team has been an integral part of our company and its continued growth over the years. We have relied on their expertise and financial advice, as well as their business savvy to grow from a three-person company to one with over 250 employees. I would highly recommend them to anyone looking for a strong accounting partner that will be there to help grow and continue to help their company succeed."
Lee & Sylvia Marston
"Amy Smith has been and is an extremely helpful person for us. She has gone out of her way to do what we need."
Eagle Title
"The entire team at HeimLantz is geared towards creating solutions for their clients. They were instrumental in creating alignment for our company and ensuring our entire team is operating efficiently. Zack is an exceptional communicator and is terrific at giving you the tools to facilitate the growth of your organization."
Real Estate CPA Services FAQs
What are the benefits of using a full-service CPA advisory firm for a real estate business?
Partnering with a full-service CPA advisory firm gives real estate investors and operators a strategic advantage by aligning tax planning, entity structuring, valuation, and financial consulting under one roof, enabling streamlined decision-making, reduced risk, and maximized long-term profitability.
Why is a unified advisory approach important for real estate development and operations?
A unified approach ensures that every phase, from acquisition and financing to leasing, operations, and eventual sale, is strategically aligned, helping you avoid costly missteps and capitalize on opportunities with confidence.
What types of real estate businesses benefit most from bundled advisory and tax services?
Real estate developers, rental property owners, commercial landlords, and investors in triple net lease properties all benefit from coordinated services that address the full lifecycle of property ownership and investment.
How does combining tax strategy with business consulting help real estate companies grow?
When tax planning is integrated with business strategy, real estate companies can reduce liabilities, reinvest savings, and structure deals in ways that support both short-term gains and long-term expansion.
Can a CPA advisory firm help with both property-level and portfolio-level decisions?
Yes. By offering valuation, structuring, and strategic planning services, a CPA advisory firm can guide decisions at the individual asset level while also supporting broader portfolio management and growth strategies.
What makes bundled advisory services more effective than hiring separate specialists?
Bundled services eliminate communication gaps, reduce redundancies, and ensure that every financial, tax, and strategic decision is made with a complete understanding of your real estate business’s goals and challenges.
How do integrated services support real estate businesses during market shifts or economic uncertainty?
With a coordinated advisory team, you can quickly adapt to changing conditions, restructure assets, optimize tax positions, and make informed decisions that protect value and preserve capital.
How does a bundled CPA and advisory service model benefit real estate companies long-term?
A bundled service model provides real estate businesses with consistent, long-term strategic support, covering everything from tax planning and compliance to entity structuring and valuation, ensuring continuity, scalability, and financial resilience across market cycles.
Can a full-service CPA firm help real estate companies scale more efficiently?
Yes. By aligning tax strategy, ownership structure, and financial planning, a full-service CPA firm helps real estate businesses scale with fewer risks, better capital efficiency, and a stronger foundation for sustainable growth.
How do comprehensive advisory services support real estate businesses during acquisitions and operations?
Comprehensive services ensure that every acquisition is evaluated not just for market potential, but also for tax impact, legal structure, and long-term operational viability, creating a seamless transition from purchase to performance.
How do integrated CPA and advisory services support the full lifecycle of a real estate investment?
By combining tax planning, business consulting, valuation, and structuring, integrated services provide real estate investors with end-to-end support, from acquisition and financing to operations, leasing, and eventual sale, ensuring every phase is aligned for maximum return and minimal risk.
Why is a holistic financial strategy important for real estate businesses with rental or triple net lease properties?
A holistic strategy ensures that rental income, lease structures, and asset management are optimized in tandem with tax planning and long-term financial goals, creating a more stable and profitable investment environment.
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In the Business of Helping Business
We are strategic partners well-versed in achieving success for companies and individuals through forward-thinking strategy, objective analysis, regulatory expertise, professional commitment, and a track record for success.
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