Invest Smarter in Real Estate

CPA-Guided Real Estate Investment Strategy

Residential & Commercial Property

Investors Welcome

Whether you're purchasing your first rental property or expanding a multi-unit portfolio, investing in real estate is more than an acquisition, it’s

a financial strategy.

At the Corey G. Patterson, CPA and Consulting Firm, we provide full-spectrum tax, financial, and investment advisory services for individuals looking to build wealth through real estate. Our guidance helps ensure every investment decision is backed by clarity, complianceand long-term profitability.

Why Work with a CPA as a

Real Estate Investor?

Most investors work with an agent. Smart investors work with a strategist.

Structure your deals

for tax efficiency

Analyze ROI with realistic

financial forecasting

Set up the right entity

to protect your assets

Navigate passive income rules,

depreciation and 1031 exchanges

Build a scalable investment strategy

with accounting at its core

Your real estate should work for your wealth,

not against it.

Your real estate should work for your wealth, not against it.

Residential Investment Support

Ideal for:

  • Rental property investors (long- or short-term)

  • Airbnb/VRBO operators

  • Multi-family property buyers

  • First-time landlords

What We Provide:

  • Rental income forecasting & tax impact analysis

  • Expense tracking system setup

  • Short-term vs. long-term tax strategy comparison

  • Home office and shared-space deduction planning

  • Depreciation schedule optimization

Commercial Investment Support

Ideal for:

  • Commercial building owners

  • Developers and flippers

  • Business owners investing in storefronts or mixed-use properties

  • REIT participants or multi-state property investors

What We Provide:

  • Entity formation (LLC, S-Corp, Partnership) tailored to real estate holdings

  • 1031 exchange and capital gains deferral guidance

  • Cost segregation analysis to accelerate depreciation

  • DSCR support for funding commercial properties

  • Year-end financial and tax reporting for investment portfolios

Who This Is For

This service is perfect for:

Individuals looking to start

investing in real estate

Experienced investors

seeking CPA-level oversight

High-income professionals

building wealth through property

Flippers and short-term rental hosts

Commercial property buyers with growth in mind

Why Choose Corey G. Patterson, CPA?

With our unique combination of tax expertise and real estate knowledge,

we go beyond the transaction to help you:

Minimize taxes on rental income

Maximize long-term equity and ROI

Avoid costly tax mistakes at

sale or refinance

Build a profitable, scalable investment portfolio

Stay compliant across states, deals, and lenders

We don’t just prepare taxes, we guide investments.

Real Estate Investing Isn’t Guesswork.

It’s a Financial Framework.

Real Estate Investing Isn’t Guesswork.

It’s a Financial Framework.

When you work with Corey G. Patterson, CPA, every decision is backed by strategy.

We run the numbers

We project the outcome

We protect your profit

We plan your legacy

Ready to Start or Scale

Your Investment Portfolio?

Whether you're buying your first income property or preparing to flip your tenth, let’s make sure your financial structure is working for you, not against you.

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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