Accounting and bookkeeping for real estate investors, across the whole portfolio
Books per property, entities, and the tax return.
- Clean books per property
- Entities structured and coordinated
- Depreciation planned
- K-1s and Schedule E handled
- Healthcare
- Insurance
- Real Estate
- Professional Services
- Retail
Sound familiar?
A growing portfolio outgrows a shoebox fast
The first rental is simple. The fifth is not. Somewhere in between, you started holding properties in separate LLCs, the income and expenses got harder to keep straight per property, and a shoebox of statements stopped being enough. Without clean, reconciled books for each property, you cannot tell which ones actually perform, and the numbers only get assembled once a year, in a hurry, right when you are making six- and seven-figure decisions.
The tax side then compounds it. Depreciation on each building becomes a real driver rather than a footnote. Every purchase, refinance, and sale has a consequence, and the way the entities are structured either works with you or quietly against you. When the per-property books lag and nobody is looking across the whole portfolio, the biggest levers in real-estate taxes get pulled by default or missed entirely.
The investors who come to us want clean books on every property and one firm that sees the portfolio as a whole.
Our approach
Clean books per property, one firm across the portfolio
At Voss, a real-estate portfolio starts with the books: reconciled per property so you can see which ones perform, and coordinated across the entities so the whole portfolio reads as one clear picture instead of a stack of files. When each property’s numbers are clean, everything above them gets easier.
From there, the structure and the tax planning: entity structure and multi-entity coordination so the LLCs work together, depreciation planned deliberately rather than defaulted, and tax-impact analysis before a purchase, refinance, or sale so a transaction is structured while it still can be. Where a strategy like cost segregation or a 1031 exchange fits, we raise it in planning. K-1s (each entity’s report of your share) and Schedule E (the rental income section of your personal return) are handled across the portfolio, and because many investors are also thinking about family transfer, the firm handles the fiduciary, estate, and gift returns (Forms 1041, 706, and 709) that most preparers do not.
Reconciled property by property and coordinated across the entities, so you see what performs.
A purchase, refinance, or sale gets modeled while it can still be structured, not explained afterward.
A flat arrangement, in writing, in an engagement letter you sign first.
The Clean Books Standard
Most firms go silent May through January, then scramble February through April. We run the opposite way — a clean file isn’t an accident, it’s a standard we hold every month.
We move your file and clean it up.
Sign one authorization and we pull your prior returns, schedules, and books from your old firm. The switch happens in the background.
- Prior-year return reviewed for missed deductions
- Every account reconciled, books brought current
- Live within 30–60 days of signing
We project your tax bill before April.
When your year calls for it, we run a full projection before year-end, so you know what you’ll owe with months to plan, not days, and weigh the tax impact of big decisions first.
- Available for Projection Meetings
- Quarterly federal & Mississippi estimates
- No scrambling for cash nobody warned you about
One firm, every filing, year-round.
Business return, personal return, payroll, sales tax, the Mississippi Department of Revenue (MS DOR), the IRS — all under one roof, all signed by a credentialed CPA. A letter shows up, we handle it.
- A credentialed CPA on the line, not a call center
- Monthly financials hit your inbox
- IRS & MS DOR letters handled by the firm
What that means for you.
Because the books are reconciled per property, the winners and the laggards are visible instead of blended into one total.
Because the LLCs are coordinated, the structure across your properties works with you instead of costing you every year.
Because depreciation is set deliberately across the portfolio, the biggest lever in real-estate taxes actually gets pulled.
Because a purchase, refinance, or sale is modeled before it closes, the strategy that only works beforehand is still on the table.
Because every property’s return sits with one firm, the K-1s and your Schedule E line up instead of surprising you.
Because the firm handles fiduciary, estate, and gift returns, the wealth-transfer side most preparers skip is covered.
Filers who stopped hoping someone checked the work.
A few words from Pine Belt individuals and owners who moved their returns to Voss & Associates.
“I’ve been a client for 25 years. Always received prompt professional service. I would recommend this firm to anyone.”
Client for 25 years
“As a business owner, they have always met my needs and provided great service and direction. I have never once considered another firm. This one is the best!”
Business owner
“Ric and his team have been keeping our business books for several years. They have done an excellent job for us, and are always available for us and professional.”
Bookkeeping client
Before you call
What investors ask first
The honest starting point for a lot of investors is that the properties are spread across separate LLCs and it has become a mess, with the numbers only assembled once a year in a hurry. That is normal, and it is fixable. We bring the books current property by property and coordinate the entities so the whole portfolio finally reads as one clear picture.
The next is whether we understand real estate specifically: depreciation as the biggest lever, the way a sale gets taxed, and strategies like a 1031 exchange or cost segregation where they fit. Those are the levers we work, alongside the fiduciary and estate returns a growing portfolio eventually needs. If a strategy is outside our depth, we say so first.
Cost is set at your consultation and put in writing across the entities. The frame that matters: clean per-property books plus one sale structured well, or depreciation planned deliberately, tend to move the numbers by more than the engagement, every year.
Zero pressure. Ever.
Your consultation is a real conversation with a CPA, not a sales pitch. If Voss isn’t the right fit for your business, we’ll tell you on the call and point you toward a firm that is. No contracts to trap you, no surprise invoices, and every return signed by a credentialed CPA who stands behind the work.
Month to month, stay because it works.
Your pricing discussed up front.
Received a tax letter on our work? We handle it.
The questions we hear most.
Hand your return to a CPA who'll still know it next year.
A credentialed CPA who signs the work, and answers when your decisions can’t wait for spring. Start with a no-cost Fit Conversation.