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 & 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, compliance and 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.
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