Situations we help analyze
Rental income and operating expenses
Organize property activity, distinguish current expenses from capital improvements, and prepare clear Schedule E reporting.
Depreciation
Review cost basis, placed-in-service dates, asset categories and the long-term implications of depreciation deductions.
Passive-activity rules
Evaluate how income, losses, participation and other sources of income interact under the rules that apply to rental activity.
Property purchases and sales
Plan for acquisition records, closing costs, improvements, adjusted basis, gain, depreciation recapture and timing considerations.
Year-end portfolio planning
Review each property, projected results and pending decisions before the calendar closes.
Real estate tax outcomes depend on individual facts. ClervOx analyzes available options without promising that any particular technique will reduce every investor’s taxes.