“My records are
all over the place.”
Bring rent, expenses, loans, and owner activity into a clear picture for each property.
See the record checklist ↗Tax & accounting for rental property owners
Your properties.
Your next move.
A clearer picture.
Know what each rental earns, what your records support, and what to review before you buy, improve, or sell. JH Group CPA connects your rental accounting with your tax planning.
The intro call confirms fit, timing, and scope. Detailed document review, calculations, and recommendations require a paid engagement.
Think beyond this year’s returnClear records.
Better-informed property decisions.
Better-informed property decisions.
CPA-led tax planningProperty-level accountingBefore-the-transaction reviewAlhambra & Irvine
Where are you today?
One rental or several.
Start with your next decision.
For long-term rental owners, growing portfolios, and families holding property through an entity or trust.
“My records are
“Am I actually
making money?”
Look at cash flow, debt payments, repair needs, and reserves alongside the tax numbers.
Explore how we help ↗“I’m buying,
refinancing, or selling.”
Review the records, tax questions, and timing before the transaction limits your choices.
Know when to reach out ↗How JH Group CPA helps
The property.
The tax return.
The bigger picture.
Landlord tax and accounting support brings property records, tax reporting, and upcoming decisions together. The work is tailored to your ownership, records, and goals.
Meet Jeff Huang, CPA, MBA ↗Accounting by property
Organize rental income, operating costs, loans, and owner contributions so you can review each property on its own.
Rental tax preparation
Connect your records with the return. Review depreciation schedules, repair and improvement records, ownership, and filing needs.
Year-round tax planning
Discuss estimated taxes, rental losses, major spending, and changes in income before year-end decisions are made.
Portfolio & transaction support
Review cash flow, reserves, and the tax questions around a purchase, refinance, sale, or ownership change. Ongoing advisory or virtual CFO support is scoped to your needs.
A useful distinction
Cash in the bank.
Income on the return.
Two different views.
A rental can generate cash and still show a tax loss—or use cash while reporting taxable income. Understanding the difference helps you ask better questions.
CASH FLOWWhat moved?
Rent received, bills paid, debt payments, and cash set aside.
TAX REPORTINGWhat is reportable?
Rental income, allowed expenses, depreciation, and applicable limits.
PROPERTY RECORDSWhat supports it?
Closing documents, invoices, loan statements, and prior schedules.
YOUR DECISIONWhat comes next?
Hold, improve, refinance, buy, sell, or plan a transfer.
Timing matters
Bring us in while
you still have choices.
Build a regular rhythm.
Review rent, expenses, vacancies, reserves, and upcoming spending. Keep each property’s records separate.
Document the project.
Keep the scope of work, invoices, and dates. Repair and improvement treatment depends on the work and the facts.
Review before closing.
Discuss ownership, financing, basis, and sale questions early. If considering a 1031 exchange, involve your CPA and qualified intermediary before the sale closes.
Repair, improvement, and depreciation references: IRS Publication 527. A transaction review does not establish eligibility for a tax strategy.
What working together looks like
A clear starting point.
A practical way forward.
Share the situation.
Tell us about your properties, ownership, records, and next decision. We confirm fit, fees, and scope.
Connect the records.
Share documents securely. We identify gaps and review the accounting and tax questions in the agreed engagement.
Clarify the next steps.
Review the findings, responsibilities, and timing. Coordinate legal, lending, or exchange questions with the appropriate advisors.
Before the first conversation
A property-by-property
starting checklist.
For the intro call, start with how many properties you own, how they are held, and what you want to do next. For detailed work, gather:
Share confidential records through the secure client portal when requested. Do not send tax IDs, bank information, tenant details, or financial documents through the public inquiry form.
- Rent rolls, property manager statements, and income and expense summaries
- Mortgage, escrow, property tax, insurance, and HOA records
- Repair invoices and improvement costs, with project dates
- Purchase, refinance, and sale closing statements
- Prior returns, depreciation schedules, and ownership documents
Questions from rental owners
Before you
get started.
Clarity starts with the right questions.
Call (626) 943-2888 ↗Can you help if I own just one rental?
Yes. Start with your property, records, and the help you need. We confirm whether tax preparation, accounting cleanup, or planning fits your situation.
I already have a property manager. Do I still need a CPA?
A property manager’s reports are useful inputs. CPA work connects those records with your tax return, depreciation, ownership, and broader financial decisions. The roles can work together.
Can I deduct all of my renovation costs right away?
Not necessarily. Repairs and improvements can receive different treatment. Keep itemized invoices and a clear description of the work so the treatment can be reviewed. See IRS Publication 527.
Will rental losses reduce the tax on my salary?
Not automatically. Passive activity and other loss limits may apply. Income, participation, ownership, and the type of rental activity can affect the result.
What if I have a short-term rental or use the property myself?
Tell us about guest stays, services provided, and personal use. These facts can change the reporting and planning analysis, so we confirm the right scope before work begins.
What will it cost, and what happens on the intro call?
The call confirms your needs, timing, and fit. Fees depend on property count, ownership, record quality, and complexity. Detailed analysis and recommendations require a paid engagement.
Before your next property transaction
Buying, refinancing, or selling?
Connect your rental records with the tax, cash-flow, debt, ownership, and timing questions behind the next decision.
Explore real estate investor tax planning ↗Before your next property decision
Know your numbers.
Plan your next move.
Tell us about your rentals and what’s coming next.
Request an Intro Call
Prefer to call? (626) 943-2888