tax strategy

Virtual Accounting & Tax Strategy for Real-Estate Investors (US-based)

Deviating from the norm - year round tax strategy and implementation.

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With Anomaly, you get clear, audit-ready financials that match your tax returns—and a documented tax strategy executed monthly, not scrambled together at year-end. We handle portfolio-level bookkeeping by property, capex tracking, debt schedules, and the tax strategy that matters: REPS qualification, STR participation tests, depreciation and cost segregation timing, and 1031 exchange planning. The result is cleaner NOI visibility, losses that flow through correctly to offset your income, and the confidence that your books and tax strategy are working together.
Portfolio-level accounting & tax strategy

What 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

Two CPA Practice Advisor logos: left side shows '40 Under 40' in purple and gray; right side shows '20NTY Under 40 Influencer' in dark red and gray.

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

Accounting Today 2022 Best Firms for Technology badge.

2022 Accounting Today Best Firms for Technology

2021 Concierge Accounting Firm of the Year

Gold seal emblem with initials CTP and text Certified Tax Planner around the edge.

2020 AICTC Tax Planner of the Year National Finalist

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Enhance your team productivity

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Insights

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Engagement

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Performance

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Satisfaction

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Maximizing every dollar with strategic tax planning

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

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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

"I was trying to change from a reactive tax strategy to a proactive tax strategy. I found that with Anomaly. I operate 10 plus businesses with over 600 employees and we have done a good job with mapping growth strategy but our tax strategy was lagging behind. Anomaly quickly gathered all information about the companies and upcoming plans and were able to weigh in on timing and tax strategy pros and cons of our growth strategy. We meet with Anomaly on a regular basis and they have become a part of our team. Every person on their team without exception have been professional and very responsive. Anomaly has my highest recommendation."

Ed Alberts

"Long gone are the days of old-school CPAs, where you don't know what exactly you're being charged for or how they come up with their rates. Where you think, do I really need to call them for this or can I figure it out with 789,387,494 hours of google's help and various state and federal sites? Long gone. Greg and his team are true partners. I actually LIKE hopping on quick calls or video meetings with them. I walk away well-informed and knowing I have chatted with really smart people who have my business's best interest in mind. They are super knowledgeable. In a short time, we have implemented several of their strategies. I only wish we had partnered with them sooner. I look forward to our continued partnership. They truly understand our business and help guide us through big decisions. If you are on the fence about working with them, it's time to make the leap. You will not regret it."

Joanna Tiger

"Greg is by far the best accountant I’ve ever worked with. He is highly recommended for start-ups, can grow with your business, and is amazing to work with at the intersection of tax/legal . When I call him he picks up and knows the answer. There’s no partner he needs to pull onto a call or wreck-less billable hours. He’s the best at what he does."

Mathew Roberts

"We've been working with Greg and his team for almost 3 years now and have nothing but great things to say about them. From the client experience to the tax savings and overall strategy they've implemented for our business, they've crushed it for us. Saving us well over $100,000+ in taxes so far we highly recommend them for any business owner looking to dial in their taxes and save the most money possible."

Joshua Steil

"I've been a long-time (5+ years) client of Anomaly CPA. The team is really amazing. Their level of sophistication, especially catered to the specific needs of each different client (I send many of my friends to them), is unparalleled. They are a friend, mentor, and partner I can trust."

Louis Kang

"Love working with the team at Anomaly! They are always looking for ways to help us and readily available when we have questions. Thank you Anomaly!"

Ho-Jun Suk

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

August 23, 2024

How Can You Save More on Taxes with Real Estate?

August 2, 2024

8 Smart Tax Tips for Real Estate Investors

July 26, 2024

12 Proven Accounting Strategies for Real Estate Success