AccountFin

Tax Advisory for Real Estate Professionals & Investors

Keep more of your
hard-earned money.

A year-round tax strategy for the properties you own,
the business you’re building, and what comes next.

SAMPLE RENTAL (ILLUSTRATIVE)Take the house apart.

DEPRECIATED AS ONE BUILDING27.5 YEARS
5 YEARS
15 YEARS
27.5 YRS
LAND
Take the house apartAn illustrative raised Lowcountry rental cottage. Select the appliances, site improvements, structure or land to move each into its recovery-period tray. Land: not depreciated 15-year: site improvements 27.5-year: the structure 5-year: appliances, carpet and removable cabinetry DEEP FRONT PORCHHAINT-BLUE CEILINGRAISED ON PIERS
TAP A PART. SEE ITS CLOCK.

5-year PERSONAL PROPERTY

Appliances, carpet,
removable cabinetry*

15-year SITE IMPROVEMENTS

Driveway, fencing,
qualified landscaping*

27.5-year THE STRUCTURE

Roof, walls, porch
and building systems

Land NOT DEPRECIATED

The ground
beneath it all

General IRS recovery periods under MACRS GDS for residential rentals; your result depends on a real study. *Cabinetry and landscaping depend on construction and use. Permanent cabinetry stays with the structure. IRS guidance ↗

Same house.
Faster deductions.

That’s the kind of thing we plan before you buy, not after you file. Cost segregation is one part of a tax plan that gives you time to act.

LOWCOUNTRY RENTAL · ILLUSTRATIVE
Built around the way real estate works.Mt. Pleasant, South Carolina

THE PLAN BEHIND YOUR RETURN

Good decisions
need a good plan.

Buying, selling, earning, reinvesting. Each decision has a tax consequence. AccountFin connects those decisions throughout the year.

Tax Advisory

A tax advisor at the table when the decisions get made.

Talk through your next move ↗
  • Acquisitions and dispositions, with capital gains and 1031 exchange strategies
  • Cost segregation and depreciation to accelerate deductions
  • Passive vs. active income reporting and material participation rules
  • Partnership and multi-state filing

Tax Planning

Find the opportunities while there’s still time to use them.

Start your tax plan ↗
  • Income and expense forecasting for annual estimates
  • Depreciation and cost segregation analysis for investment properties
  • Tax-loss harvesting and capital gains planning
  • Available credits and deductions to reduce tax exposure

Tax Return
Preparation

The details matter, especially when your holdings cross state lines.

Discuss your filing ↗
  • S-Corporations
  • Partnerships and LLCs
  • Individuals with rental or investment income
  • Federal and state returns, multi-state income and pass-through K-1s

A different set of keys.
A different tax strategy.

Real estate and business ownership are the focus of this practice.

For the people
behind the transaction.

Agents, brokers and developers need a plan for commissions, business expenses and the income they take home.

  • Business entity and S-Corp setup
  • Marketing, vehicle and home office deductions
  • Annual planning to prevent tax-time surprises
  • Personal and business goals in the same plan
OUTCOMEKeep more of your income while staying compliant and confident in every deduction.
Justin Welch, founder of AccountFin
Justin WelchFounder, AccountFin

YOUR ADVISOR IS AN INVESTOR, TOO

Justin knows both
sides of the property.

Justin Welch brings over 20 years in business accounting, finance and tax strategy to AccountFin. Before founding the practice, he worked as a corporate finance executive.

He also invests in real estate himself, using the strategies he discusses with clients. That experience shapes the way he advises people who earn, own and build.

A former collegiate athlete and a golfer, Justin lives in Mt. Pleasant with his wife, Elyse, and their children, Jackson and Blake.

“My goal is simple, to help my clients keep more of what they earn by aligning their business, tax, and personal goals.”
Justin Welch, Founder
A CONVERSATION THROUGHOUT THE YEAR

Year-round advisory, with quarterly planning sessions. Clear, actionable terms you can put to work.

Q1Q2Q3Q4

FROM ACCOUNTFIN

A little reading.
A clearer picture.

Notes on tax planning, profitability and the practice here in Charleston.

Tax Planning Vs. Tax Preparation: What’s the Difference?

Read the article

1 + 1 = Profits

Read the article

AccountFin Open Doors in Charleston

Read the article

LET’S TALK TAX STRATEGY

Bring your next
move to the table.

Tell us about your business and investments. We’ll look for practical ways to reduce your tax burden and improve profitability.

Schedule a consultation
info@accountfin.com
(843) 790-5048
OFFICE HOURS

Monday to Friday
8am to 5pm EST
Saturday and Sunday closed

Call AccountFinLet’s talk strategy