Real Estate Services by Corey G. Patterson, CPA

Strategic Tax + Financial Planning for Residential & Commercial Buyers

Purchasing real estate, whether it’s your first home or your next investment property is one of the most important financial decisions you’ll make. At Corey G. Patterson, CPA, we help you make it wisely.

As both a Certified Public Accountant and a licensed real estate professional, Corey and his team specialize in guiding buyers through the financial, tax, and compliance complexities of acquiring residential or commercial property.

Why Work with a CPA

When Buying Property?

Most buyers only rely on agents and lenders. But what they miss is strategy.

Your purchase impacts your taxes, cash flow, debt structure, and long-term wealth.

We ensure it all aligns... before you sign anything.

Most buyers only rely on agents and lenders. But what they miss is strategy.

Your purchase impacts your taxes, cash flow, debt structure,

and long-term wealth.

We ensure it all aligns...

before you sign anything.

Residential Buyers

Whether you're purchasing a personal residence,

vacation home, or rental unit, we help you:

  • Understand the full cost of ownership
    Including hidden tax liabilities, interest deduction opportunities, and closing write-offs.

  • Evaluate first-time buyer credits & deductions
    Maximize what's available to you under current IRS guidelines.

  • Plan for real estate tax & insurance obligations
    Build a sustainable monthly budget with true financial clarity.

  • Explore LLC or trust ownership (when applicable)
    Protect your assets and preserve generational wealth.

Commercial Property Buyers

Commercial

Property Buyers

Thinking bigger? Our firm supports entrepreneurs

and business owners purchasing:

  • Office buildings

  • Multi-family units

  • Retail spaces

  • Warehouses

  • Investment properties

We provide:

  • Entity structuring (LLC, S-Corp, Partnership)

  • Capital planning & ROI analysis

  • Depreciation schedules & cost segregation guidance

  • Loan consulting (including DSCR & tax-based lending qualification)

  • Local vs. state tax strategy across jurisdictions

How Our Process Works

Initial Consultation

We review your goals, budget, and current financial structure.

Pre-Purchase Tax & Financial Review

We run projections, uncover opportunities, and identify risks.

Entity Formation & Compliance (if needed)

We handle setup, EIN, operating agreement, and tax registrations.

Transaction Support

We coordinate with your agent and lender

to ensure smooth, informed decisions.

Post-Purchase Tax Planning

We continue to support you with year-end planning,

deductions, and strategy reviews.

We continue to support you with year-end planning, deductions, and strategy reviews.

This Is For:

Individuals buying their

first or second home

Real estate investors expanding

into rentals or flips

Entrepreneurs purchasing

property for their business

High-income earners building

long-term wealth through real estate

Buyers needing tax-savvy guidance

alongside traditional real estate support

The CPA Advantage in Real Estate

Unlike most real estate agents, we bring a financial lens to the transaction. Our goal isn’t just to get you the keys, it’s to help you own property in a way that strengthens your finances, minimizes risk, and maximizes returns.

What You Gain

A licensed CPA + real estate

expert on your team

Strategic planning before, during

and after your purchase

Full understanding of how your deal impacts your taxes, cash flow

and equity

Long-term partnership with a

trusted financial advisor

Peace of mind knowing no opportunity

or liability is left on the table

Peace of mind knowing no opportunity or liability is

left on the table

Ready to Buy Smart?

Let’s structure your purchase the right way from day one.

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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