Tax & Financial Services in Massachusetts

Gelt is your year-round tax partner — built for business owners, real estate investors, and entrepreneurs who want more than just filings. Who we work with: - Business owners - Investors qualifying for REPS - Owners of 2+ short-term rental properties - Commercial & residential real estate investors - QOZ investors We specialize in tax-efficient strategies that leverage full depreciation, Real Estate Professional Status (REPS), and Qualified Opportunity Zones (QOZ). Our elite tea... view more

Vestora helps landlords, real estate investors, and property managers take control of their finances by putting bookkeeping on autopilot. Designed specifically for the unique needs of rental property owners, Vestora integrates seamlessly with Baselane (The Official Banking Partner of BiggerPockets) to track income, expenses, and deductions with accuracy and ease. With tailored service tiers ranging from guided setup for beginners to full-service bookkeeping and advisory support for seasoned i... view more

Pacific Crest Tax Advisors provides specialized tax planning and advisory services for real estate investors, small business owners, and high-income professionals. With over 8 years of experience our firm stands out by combining deep expertise in business and real estate taxation with proactive strategies that maximize savings, ensure compliance, and build long-term financial growth. At Pacific Crest Tax Advisors, we believe taxes should be used as a wealth-building tool, not just a yearly... view more

My passion is to help Real Estate Agents and Investors with their bookkeeping so they can track profits for each investment property no matter if its a long term investment or fix & flip or BRRR or AirBNB. I provide expense and cost tracking through Quickbooks Online and provide accurate monthly financial reports and cash flow statements along with consultations to strategize on your next investment. I am a Quickbooks ProAdvisor and have over 15 years of accounting and bookkeeping experience... view more

Auxilee specializes exclusively in bookkeeping for real estate investors, serving 500+ professionals managing 2,000+ investment properties across the United States. We provide property-level financial tracking, automated depreciation schedules, and deal-ready reports that help investors secure financing, analyze ROI, and scale their portfolios with confidence. Unlike generic bookkeepers, our GAAP-compliant systems are purpose-built for real estate, delivering monthly performance reports w... view more

I’m a CPA and active real estate investor who specializes in bookkeeping, accounting, and portfolio tracking exclusively for real estate investors. My firm, Metric Accounting, LLC, helps investors clearly understand their returns across the four wealth-building pillars of rental real estate: cash flow, appreciation, principal paydown, and tax savings. As someone who has personally flipped 12 properties, wholesaled 5 deals, and owned 3 buy and hold rentals, I understand exactly how investor... view more

At FONDiFi, we simplify real estate operations with expert bookkeeping, virtual property management, and real estate marketing services. Our team of skilled professionals ensures that property owners, investors, and real estate professionals can focus on growth while we handle the complexities. Real Estate Bookkeeping: We provide precise financial management, including reconciliations, owner statements, and reporting, using industry-leading software like Appfolio, Buildium, Rent Manage... view more

Helping real estate investors turn tax liabilities into portfolio growth! Whether you're closing on your first rental or managing a multi-million dollar portfolio, the difference between "owning property" and "owning a business" is your tax structure. We specialize in high level tax strategy for nationwide investors, focusing on the "Holy Grail" of real estate: Real Estate Professional Status (REPS) and the Short-Term Rental Loophole. Our goal isn't just to file tax returns: it's to maximize... view more

We specialize in designing scalable QuickBooks systems and custom integrations that provide real estate investors with real-time, property-level profitability insights. We also provide training for your staff so that you have workflows, processes and procedures to maintain the right bookkeeping structure moving forward. view more

We help investors unlock massive tax advantages using the STR Loophole and REPS designations. From strategic planning to final cost segregation studies, we provide the technical expertise high-income earners need to keep more of what they earn through real estate. view more