Industries›Real Estate

Accounting for real estate investors and property owners.

Rental income, property acquisitions, holding companies, HST rebates, and capital gains, handled by a CPA team that understands the real estate landscape.

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Sound Familiar?

Common challenges we see with real estate clients

You own multiple properties but aren't sure if your corporate structure is set up to minimize tax

You're not claiming CCA properly or don't know how it affects you when you eventually sell

You purchased a new build or assignment and don't know if you qualify for an HST rebate

You're mixing personal and rental expenses and don't have clean records for the CRA

You're planning to sell a property and have no idea what the capital gains tax will be

What We Do for Real Estate Clients

Rental Income Tax Reporting

Proper reporting of rental income and expenses, CCA claims, and property-by-property tracking across your portfolio.

HST New Housing & Rental Rebates

GST/HST rebate applications for new builds, pre-construction purchases, and assignment agreements.

Capital Gains & Disposition Planning

Tax planning before you sell. We calculate your exposure, explore exemptions, and help you structure the sale to minimize tax.

Holding Company Structures

Setting up or restructuring holding companies to separate rental properties from operating businesses and protect your assets.

Corporate Tax for Real Estate Corporations

T2 returns for holding companies and real estate corporations, including intercompany transactions and shareholder loans.

Personal Tax for Property Owners

T1 returns that properly account for rental income, property dispositions, and all related deductions and credits.

End-to-End Accounting

Full-cycle accounting for your real estate portfolio or property management company, bookkeeping, reporting, and tax filing all handled in one place.

Systems & Process Setup

We help you get organized, proper tracking by property, clean record-keeping, and streamlined workflows so your finances aren't a mess at year-end.

How It Works

Getting started

Tell us about your properties

We learn about your portfolio, ownership structure, and what you need, whether it's annual filing, a rebate application, or tax planning for a sale.

We review and recommend

We assess your current setup, identify any issues or opportunities, and provide a clear quote for the work.

We handle the work

From filing returns and rebate applications to restructuring recommendations, we execute and deliver.

FAQs

Common questions from real estate clients

It depends on your situation. There are tax advantages and disadvantages to both. We review your income, number of properties, and long-term plans and advise on the structure that makes the most sense for you.

If you purchased a new build and intend to use it as a primary residence or rent it out, you may qualify for a GST/HST new housing rebate or new residential rental property rebate. We assess eligibility and handle the full application.

Each property's income and expenses need to be tracked separately. We set up proper tracking, calculate CCA by property, and ensure everything is reported correctly on your personal or corporate return.

You trigger a capital gain on the difference between your selling price and adjusted cost base. If you've been claiming CCA, there may also be recapture. We calculate all of this in advance so there are no surprises.

Yes. We can file prior-year returns or amendments to get you compliant. Depending on the situation, we may also be able to apply through the CRA's Voluntary Disclosure Program to reduce penalties.

Other Industries

Own property? Let's make sure it's working for you, not against you.

Book a consultation to review your real estate portfolio and tax position.