Sell with Strategy, Exit with Confidence

Real Estate Tax & Financial Services

for Property Sellers

Selling a home or commercial property isn’t just a transaction, it’s a financial event. Without the right guidance, sellers risk losing tens of thousands in avoidable taxes, penalties, or missed deductions.

At Corey G. Patterson, CPA, we help you sell smarter. Our firm specializes in strategic real estate sales support, combining deep tax expertise with real-world real estate insight to protect your profits and reduce your tax exposure.

Why Sellers Need a CPA

Your real estate agent handles the listing. We handle what matters after the offer.

Most sellers are surprised at how significantly a sale can impact their tax liability, business structure, and income reporting. That’s why our CPA-led process ensures every

financial detail is reviewed, before you sign.

Your real estate agent handles the listing. We handle what matters after the offer.

Most sellers are surprised at how significantly a sale can impact their tax liability, business structure, and income reporting. That’s why our CPA-led process ensures every financial detail is reviewed, before you sign.

Residential Property Sellers

Ideal for: Homeowners, landlords, vacation property owners

and high-income individuals.

What We Offer:

  • Capital Gains Tax Planning
    Know exactly how much you’ll owe and how to reduce it legally.

  • Primary Residence Exclusion Strategy
    If you’ve lived in the home, we’ll help you claim available exclusions to protect your gain.

  • Pre-Sale Net Sheet & Projections
    Get a financial breakdown of your sale before listing.

  • IRS-Ready Documentation & Recordkeeping
    Avoid red flags with well-prepared, CPA-backed paperwork.

Commercial Property Sellers

Ideal for: Business owners, real estate investors,

developers and landlords.

What We Offer:

  • 1031 Exchange Advisory
    Roll profits into a new property and defer taxes legally.

  • Entity Restructuring & Exit Planning
    If your property is held in an LLC, partnership, or corporation, we’ll structure your exit properly.

  • Depreciation Recapture Planning
    We’ll show you how much depreciation you may have to repay and what you can do about it.

  • Asset & Liability Reconciliation
    Ensure every asset, loan, and improvement is accounted for before the sale.

  • Multi-State & Passive Income Guidance
    Selling across jurisdictions? We’ll handle it all.

Who This Is For

Individuals selling

a personal residence

Landlords offloading

income properties

Commercial real estate

owners preparing to exit

Investors considering 1031 exchanges

Entrepreneurs selling

business-owned real estate

High-income earners seeking

tax shelter strategies

What Makes Us Different

You get more than an agent, you get a licensed CPA.


We don’t just list and walk away. We analyze your tax exposure, advise on sale structure, and handle post-closing financial strategy to keep you in control of your wealth.

With Corey G. Patterson, CPA, you’ll:

You get more than an agent, you get a licensed CPA.
We don’t just list and walk away. We analyze your tax exposure, advise on sale structure, and handle post-closing financial strategy to keep you in control of your wealth.

With Corey G. Patterson, CPA, you’ll:

Protect your gains

Avoid overpaying in taxes

Prepare your books for audit-proof reporting

Get strategic advice beyond the transaction

Know Before You Close

Get a personalized tax strategy review before listing your property.

Make the most of your sale with CPA-level insight.

Get a personalized tax strategy review before listing your property.

Make the most of your sale with

CPA-level insight.

Your trusted partner in bookkeeping, helping businesses stay organized, efficient, and financially empowered. Contact us today to simplify your financial management.

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