Real Estate
Greywood CPA provides audits, partnership tax, trust account accounting and tax planning for real estate funds, syndications, Reg A+ platforms, property management companies and investors. We are a licensed CPA firm (Virginia Board of Accountancy firm license #134961) working nationwide, at a fixed fee.
Investors and lenders want audited statements; partners want accurate K-1s on time; regulators want trust accounts that reconcile. We handle each one, with the same team understanding your structure.
Last reviewed: November 2026
Each service has its own page with requirements, what we test, timelines and FAQs.
Annual audits investors and agreements require, covering property values, rents, acquisitions, debt and the distribution waterfall.
Tier 2 offerings up to $75 million need audited statements in Form 1-A and annual Form 1-K reports within 120 days of year-end.
Due March 15 for calendar-year partnerships. Capital accounts follow your agreement, and state composite filings keep investors simple.
Monthly three-way reconciliations, deposit tracking and the records state real estate regulators review.
Cost segregation, like-kind exchanges, real estate professional status and the QBI rental safe harbor, modeled before you transact.
| Who is asking | Usually requires |
|---|---|
| Investors or partnership agreement | Audited fund or partnership statements |
| Reg A+ Tier 2 offering | Audit for Form 1-A and annual Form 1-K |
| Partners waiting on tax information | Form 1065 and K-1s |
| State real estate regulator | Trust account reconciliations and records |
| Buying, selling or refinancing | Tax planning before closing |
A 30-minute call about your organization, who needs the report and your deadline.
Scope, report type, timeline and one fixed fee, in writing.
Everything we need, uploaded through a secure portal.
Remote testing, then a draft for your review.
A CPA partner signs, and we walk you or your board through the results.
Only if required, usually by the partnership agreement, institutional investors or lenders.
March 15 for calendar-year partnerships, or September 15 with an extension.
Tier 2 offerings require audited statements in the offering statement and each annual Form 1-K.
We quote one fixed fee in writing before any work starts, based on entities, properties and the work you need.
Yes, nationwide and remotely, registering with a state's board of accountancy wherever required.
Tell us about your structure. A senior CPA will send a fixed-fee proposal within 1–3 business days.