You manage the numbers. We manage the real estate.
Inherited property creates complex tax situations: stepped-up basis, capital gains exposure, 1031 exchange windows, and estate tax filings. We coordinate the real estate side so your tax strategy stays intact and your clients don’t make costly mistakes.
Or call directly: (909) 610-5470
Estate real property creates tax complexity. The property side has to keep pace.
- Clients selling inherited property without understanding stepped-up basis
- Date of death appraisals not ordered, or ordered too late
- 1031 exchange identification windows missed due to disorganized timelines
- Repair costs not documented for basis adjustment
- Agents who don’t understand capital gains implications of timing
- Multi-heir sales with different tax situations and no coordination
- Properties sold below value because nobody managed the prep
- Estate closings delayed because the house isn’t sale-ready
We protect your plan and your client’s tax position.
We complement your work, not compete with it. When you refer a client’s property to us, we coordinate the real estate timeline around the tax strategy you’ve designed. We work with your office, not around it. We understand basis, holding periods, IRC 121 exclusions, and 1031 timelines. You won’t need to explain these concepts to us. We’ll already be thinking about them when we call you.
The situations where your clients need both a tax professional and a real estate partner.
We’ve navigated all of these. We know the questions to ask and the timing that matters.
Stepped-Up Basis & Date of Death Appraisal
We coordinate the retrospective appraisal immediately after referral, ensuring the date of death value is documented before repairs or improvements alter the baseline. Delivered to your office for basis reporting.
1031 Exchange Coordination
We work within the 45-day identification and 180-day closing windows. We can identify replacement properties and coordinate closings on both ends, with full awareness of the timeline your client is operating under.
Capital Gains Minimization Through Timing
When to sell matters as much as how much to sell for. We coordinate listing and closing timelines around your client’s tax year strategy, holding period requirements, and income planning.
Repair Costs as Basis Adjustments
All repair and improvement costs are documented with permits, invoices, and contractor records, providing a clean paper trail for any basis adjustments to reduce capital gains exposure.
Multi-Heir Sales with Split Interests
When multiple beneficiaries inherit the same property and have different tax situations, we coordinate a sale that works for the group, with transparency on proceeds allocation for each heir’s reporting.
Trust-Owned & Community Property
We understand the tax treatment of property held in revocable vs. irrevocable trusts, community property with right of survivorship, and the step-up implications of each. We coordinate accordingly.
A clean handoff with no gaps in communication.
We’ve built our process around the way tax professionals need to work with real estate partners.
You refer the client and share any tax constraints
Timing sensitivities, 1031 consideration, basis questions: tell us what matters and we’ll structure our approach around it.
We assess the property and initiate the date of death appraisal
On-site within 48 hours. Appraisal coordinated immediately, delivered directly to your office in the format you need.
We document all improvement costs before the appraisal is finalized
Every repair, every vendor invoice, every permit: documented for your basis adjustment analysis.
We list and close on the timeline your tax strategy requires
We don’t rush into escrow at the wrong time. We coordinate the sale to align with your client’s tax year and any exchange requirements.
We deliver a complete closing package to your office
Settlement statement, final proceeds, repair documentation, and any exchange coordination docs: everything you need for the estate tax return.
Common Questions From CPAs and Tax Professionals
Resources built for tax professionals handling estate property.
Concrete tools you can use immediately with clients navigating inherited real estate.
- Stepped-up basis checklist: what to document and when
- 1031 exchange timeline reference card
- Date of death appraisal coordination workflow
- Repair cost documentation template (basis adjustment)
- Client-ready “What To Do With the House” explainer
- Our credentials and license verification sheet
- Sample CPA referral communication for clients
Download the CPA Toolkit
Sent immediately. No sales follow-up unless you want it.
Protect your client’s tax position. Let us handle the property.
One call sets everything in motion. We coordinate directly with your office throughout.
Licensed · Insured · Probate-Certified · Serving LA & Orange County