Virtual Accounting & Tax Strategy for Real-Estate Investors (US-based)
Deviating from the norm - year round tax strategy and implementation.

Portfolio-level accounting & tax strategyWhat we do for real estate investors
Portfolio-level bookkeeping, capex tracking, debt schedules, and proactive tax strategy - executed monthly, not scrambled at year-end.
Clear Financials
Audit-ready books that match your tax returns exactly.
Monthly Strategy
Documented plan executed monthly, not scrambled at year-end.
Portfolio Tracking
By property: bookkeeping, capex, and debt schedules.
REPS Qualification
The tax strategy that matters for real estate investors.
Award-winning impact: Recognized excellence in client services
Our team has been recognized for our impact
and services to clients. Recent awards include: Greg O'Brien (3x) and John Malone (2x) as 40 Under 40, AccountingToday Top 10 Firms for Tech, the #1 Tax Strategist of the Year Award by the American Institute of Certified Tax Planners & Forbes Magazine Top 200 CPA Firms.

2026 Forbes Best-in-State Top CPA

2025 Forbes Best-in-State Top CPA

2024 Forbes Top 200 CPA Firms

2022 CPA Practice Advisor "40 Under 40" professionals who have emerged as leaders in the profession.

2022 Accounting Today Best Firms for Technology

2021 Concierge Accounting Firm of the Year

2020 AICTC Tax Planner of the Year National Finalist
Enhance your team productivity
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Maximizing every dollar with strategic tax planning
As a , every basis point matters. We design and implement tax strategies that protect today’s cash flow and build tomorrow’s equity. Our work goes beyond advice—we help you execute with entity maps, capex vs. repair rules, depreciation trackers, 1031 timelines, and audit-ready documentation.
Core levers we help you capture:
Cost segregation & depreciation: Accelerate deductions, manage capitalization policies, and document partial asset dispositions.
PAL, REPS, and STR planning: Align activities to passive-loss rules, evaluate, use grouping elections, and apply the short-term rental exception when it fits.
Transactions: Structure 1031 exchanges and installment sales to manage basis and boot; plan refinance proceeds and interest tracing.
Entity & income optimization: Choose structures that balance liability and tax efficiency; evaluate Section 199A and aggregation; monitor debt and at-risk basis.
State strategy: Consider PTE elections and property-tax appeal opportunities.
Exit & legacy: Map step-up opportunities, gifting, and (when appropriate) Opportunity Zone timing.
We’re problem solvers first. We learn your goals, underwrite the tax angles, and build a practical, documented plan—so you feel confident you’re capturing every legitimate opportunity while staying within the lines.
Tailored tax solutions for real estate investors
Don’t settle for a tax planning process that just skims the surface. Think differently.
At Anomaly, we empower our clients to take control of your tax journey by providing a comprehensive review and planning process from the get-go. But we don’t stop there. Our team is dedicated to delivering high-impact and proactive tax strategies tailored to your unique situation.
Identify
Identify actionable tax strategies that apply to your unique situation
Implement
Seamlessly implement the tax strategy to your current system on the fly
Report
Properly report the strategy on your tax returns

our Process & Your solutions
Don't settle for a tax planning process that just skims the surface. Think differently.
At Anomaly, we empower our clients to take control of their tax journey by providing a comprehensive review and planning process from the get-go.
But we don't stop there. Our team is dedicated to delivering high-impact and proactive tax strategies tailored to your unique situation.
Identify actionable tax strategies that apply to your unique situation
Seamlessly implement the tax strategy to your current system on the fly
Properly report the strategy on your tax returns
Say goodbye to the cookie-cutter, old school approach and embrace the power of customized tax planning with Anomaly.
You're the hero of your entrepreneurial tax story, and we're here to help you make the most of it.

Accounting Services for Real Estate Investors
Real estate timelines, capital stacks, leases, and debt terms create a different equation for every company. Whether you develop, manage, invest, broker, or represent properties, our team brings investor-grade accounting and practical, on-the-ground insight. You can expect;
- Core bookkeeping
- CapEx & fixed assets
- Reporting you’ll trust
- Tailored to your portfolio & growth goals
- Responsive, pro-level support with fast turnaround
Discover a partnership for transformational growth.
With base level tax advisory subscriptions starting at $450/month + bookkeeping starting at $500/month, our engagements are relationship based, combining initial strategy, implementation and ongoing support. We work with our clients throughout the year to help them transform their business. Please answer the questions on the following page so we can determine if we are a mutual fit.
Real Estate FAQs
What unique approach does Anomaly CPA take toward tax strategy and planning?
Anomaly CPA goes beyond traditional tax planning by integrating year-round strategic planning and implementation, ensuring businesses maximize every tax opportunity with customized strategies. This approach led to Anomaly CPA being named the #1 Tax Strategist in the US in 2023 by the AICTC.
Can you handle REPS/STR planning?
Yes we specialize in REPS and STR tax strategy. We offer a full course on the STR tax strategy and have been cited by Biggerpockets (https://www.youtube.com/watch?v=xOcPEqb4t6Y) for our STR tax strategy work.
Real Estate Blogs
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Author:
John Malone, JD, CTCJune 23, 2026
Is a bookkeeper enough for a real estate professional in 2026?
Real estate professionals often need more than bookkeeping. Learn how REPS, passive loss rules, cost segregation, and Section 199A planning affect the decision between a bookkeeper and CPA in 2026.
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Author:
Greg O’Brien, CPAJune 21, 2026
Anomaly CPA vs Pilot in 2026: which is better for a growing business that needs a true virtual CPA?
Compare Anomaly CPA and Pilot for growing businesses. Learn the differences in bookkeeping, tax planning, monthly close support, and virtual CPA services.
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Author:
Greg O’Brien, CPAJune 20, 2026
Anomaly CPA vs Pilot in 2026: which is better for real estate professionals?
Compare Anomaly CPA and Pilot for real estate professionals. Learn how REPS, passive loss rules, cost segregation, and tax strategy affect provider choice.