In Real Estate, You Come to Win.
We Help You Get There.
We handle the complexity. You make the winning move.
Real Estate = Growth in Motion
You didn't build your portfolio to surrender gains to poor timing, reactive planning, or structural inefficiency.
Decades with serious operators revealed a pattern: The investors who outperform aren't just tracking performance–they’re planning ahead. They structure deals to protect upside, anticipate market shifts, and treat exit planning as part of building wealth, not an afterthought.
We support your ambition, making sure nothing gets left to chance.
Real Estate Demands Escalate Daily
Insurance devours cash flow.
Property insurance costs have tripled in markets like Florida. Every dollar of coverage absorbed erodes NOI and property valuations.
Depreciation creates future landmines.
Bonus depreciation and cost segregation deliver immediate relief. But sell that property? Recapture taxes ambush unprepared investors.
1031 exchange window slams shut.
Forty-five days to identify. One hundred eighty to close. Miss either deadline? Full tax bill. No exceptions.
Fund structure breeds complications.
Tenancy-in-common arrangements. Waterfall distributions. Passive loss limitations. Many CPAs mishandle these mechanisms in practice.
Exit planning starts too late.
Whether you're liquidating in three years or thirteen, maximizing sale value demands action today. Not when you engage a broker.
State tax obligations silently multiply.
Own properties across state lines? You're navigating SALT complexities most firms overlook until audits surface.
Most accounting and advisory firms react to your needs. They answer your questions.
But growth-minded real estate operators need advisors who anticipate: advisors who plan three moves ahead, and understand NOI, DSCR, carry structures, and opportunity zones without translation.
Real Estate-Calibrated Expertise That Digs Deeper
We don't just reconcile your books. We uncover depreciation strategies that boost cash flow.
We don’t just advise on dispositions. We protect long-term wealth through succession planning.
We don't just help structure deals. We handle due diligence, IRR modeling and transaction-level accounting that reduces risk.
We don't just answer questions.
We’re an extension of your team, handling accounting, reporting and investor relations.
We don’t just set up funds. We consult on fund structure, waterfalls, carried interest, and reporting to strengthen investor confidence.
We don’t just track performance.
We monitor trends and surface insights before action is required.
Cost Segregation Infographic
Increase Cash Flow and Reduce Taxes with a Cost Segregation Study
Cost segregation studies separate real property into depreciable categories, allowing taxpayers to depreciate property over much shorter periods of time. By taking deductions sooner, owners lower their current-year tax liability and free up more capital.
Your Real Estate Operation, Meet Our Tailored Solution.
It’s time for elite support.
Real Estate Developers
You're managing zoning approvals, construction budgets, lender covenants, and entity structures across multiple projects simultaneously. Most accounting firms treat this like standard bookkeeping.
We understand developer economics. We track project-level profitability, structure entities that protect you across market cycles, and identify incentive programs that improve your returns before you pour the foundation.
Real Estate Investors
You're evaluating acquisitions, timing 1031 exchanges, and maximizing depreciation while minimizing exposure. One missed deadline or structural misstep can cost you six figures.
We build tax strategies that work with your investment timeline, not against it. From advising on exchanges to entity optimization to exit planning, we ensure your structure improves returns rather than limits them.
Real Estate Funds
You're managing investor reporting, K-1 deadlines, waterfall distributions, and covenant compliance while trying to deploy capital and generate returns. Your investors expect precision and transparency.
We handle the fund mechanics so you can focus on performance. Clean reporting, optimized distributions, aligned incentive structures, and portfolio-level tax efficiency, delivered consistently.
"What really sets James Moore apart is their genuine care and dedication to our success. They are more than just a service provider – they are a true partner and integral part of our team. We know we can rely on them for honest, proactive advice and unwavering support."
Orianna Snook, Chief Executive Officer
Emmer Development Corp.
"One of the things I appreciate most about working with them is their responsiveness and attentiveness. They're always available when I need them, whether it's a quick phone call or a more in-depth discussion about tax strategy. They go above and beyond to ensure our needs are met and deadlines are achieved. In fact, thanks to their diligence and proactivity, we have consistently filed our tax returns and provided K-1s to our shareholders by March 15th each year, giving them ample time to complete their own filings."
Billy Gilchrist, Chief Financial & Investment Officer
ARK Holdings Group
“Their expertise in real estate and construction is unmatched, and we have complete confidence in their ability to keep us compliant and strategically positioned for success. Their responsiveness and accessibility, even outside of traditional business hours, gives us peace of mind knowing we have a trusted advisor in our corner.”
Dhvanit Patel, President/CEO
Onicx Group
"The James Moore team has been exceptional partners. Their real estate industry knowledge and sharp insights have been invaluable in helping us make informed decisions, especially when it comes to capital gains treatment and structuring deals. Their responsiveness and willingness to dive into the details give us confidence that we are always in capable hands."
Paul Holub, President
Holub Development Co.
"What we found on James Moore was more than an accountant, we found a business partner...CWH is better because of our relationship with James Moore and its people."
Rory Causseaux, PE, Chief Executive Officer
CHW, Inc.
Every Growth Stage. Every Challenge. One Partner.
Assurance Services
Lenders won't wire funds on a handshake. Investors won't commit capital without proof. We deliver the financial clarity they require (audits, reviews, compilations), calibrated to real estate operations. Your books tell the story. We help validate it.
Tax Planning & Compliance
The tax code rewards the prepared. We accelerate depreciation through cost segregation studies, defer gains via 1031 exchanges, optimize entity structures for flow-through treatment, and deploy Opportunity Zone strategies that eliminate capital gains. We find the angles others miss and position you to capture them before opportunities close.
Outsourced Accounting
Your portfolio expands, your accounting complexity multiplies, and your team drowns in reconciliations instead of analyzing deals. We step in as your accounting department so you can focus on the big picture, not minutiae.
Fractional CFO Services
You need CFO-level insight without CFO-level overhead. Our fractional CFOs understand real estate economics: debt service coverage ratios, NOI, lender covenant management, and the drivers that move property valuations. We integrate your operational data with financial strategy and turn it into actionable intelligence that compounds portfolio value.
Outsourced Family Office Management
Substantial real estate wealth creates substantial complexity: multiple entities, diverse assets, and different generations with competing priorities. We consolidate your holdings into one coordinated system that handles daily accounting, tax strategy, estate planning, and multi-generational wealth transfer. We protect what you've built and prepare what comes next.
Transition Planning
Every operator faces an exit: retirement, sale, or unexpected transition. The ones who preserve maximum value plan years ahead. We help you architect comprehensive transition strategies that align business and personal objectives long before you need them: business valuation, ownership restructuring, buy-sell agreements, and successor preparation. Your written plan protects your legacy, your team, and your investors, and ensures your enterprise thrives beyond your tenure.
Wealth Management Solutions
Building real estate wealth is one challenge. Preserving it across your lifetime and beyond requires different expertise. We deliver integrated wealth management, including retirement planning, investment strategy, risk mitigation and estate planning, all aligned with your tax and accounting strategy. Through our partnership with Avantax Financial Services, we provide unified guidance that helps you make confident decisions about your financial future.
A Comprehensive Guide to Accounting for Real Estate Funds
Check out our comprehensive resource covering the key aspects of real estate accounting, from financial reporting to tax strategies and overall compliance. Whether you manage a fund or plan to invest yourself, get the knowledge you need to make informed decisions.
Why Partner With James Moore for Real Estate?
We're Built for Real Estate
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We Think Like Operators, Not Just Accountants
Most firms react to what you bring them. We anticipate what's coming:
- We forecast quarterly tax obligations before estimates are due.
- We monitor insurance market volatility before it hits your renewals.
- We identify cost seg opportunities during due diligence, not after closing.
- We plan your exit strategy years before you list.
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Everything Works Together
One team handles your accounting, tax strategy, wealth management, and transaction advisory. No vendor coordination. No conflicting advice. No gaps.
Your CFO talks to your tax partner, who talks to your wealth advisor, because they're all in the same building working toward the same goal.
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We're Playing the Long Game
Every recommendation we make passes one test: Does this increase your portfolio's value? Whether you're exiting next quarter or in fifteen years, wealth compounds through disciplined decisions made consistently over time. That's what we optimize for.
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You Get Senior-Level Attention
Your complexity deserves experienced partners, not entry-level staff learning on your return. Our senior CPAs and advisors stay engaged in your business: they know your portfolio, understand your strategy, and bring decades of real estate experience to every decision.
Quantifiable Results for Real Estate Investors
$1 Billion
Providing accounting services for $1B+ in real estate properties
$600 Million
Delivering CFO services for $600M in commercial developments
$200 Million
Consulted on structures for $200M+ in property transactions
$20M–$200M
Tax and advisory services for family offices managing $20M–$200M net worth
$20+ Million
Increased aggregate cash flow for commercial real estate clients by $20M+
Real Estate Industry Update
The Real Estate Industry Update is our video series that brings our top real estate CPAs along with some of Florida’s top commercial and residential real estate brokers, agents, bankers, and other experts to discuss what’s happening in the industry. Our videos are released periodically and contain information on real estate hot topics such as tax planning, cost segregation, 1031 exchanges, industry updates and more.
Subscribe to our video series to receive updates when new videos are released.
Real Estate Insights that help your business thrive
Stay ahead with timely guidance on tax strategy, financial planning and industry-specific challenges. Our real estate resource center brings together decades of accounting expertise to support you at every stage of your business journey from startup to succession.
The Cost of Good-Enough Accounting
Every quarter without proactive tax planning is cash flow you're surrendering unnecessarily.
Every acquisition without proper cost seg analysis is depreciation you'll never accelerate.
Every year without structured transition planning is preparation time you can't recover and valuation you'll leave behind when circumstances force your hand.
Real estate rewards the prepared. The wrong advisory partner, or no strategic partner at all, means you're competing with one hand tied behind your back.
You've built substantial wealth. Let's make sure it compounds properly.
Ready to optimize your real estate strategy?
Schedule a conversation with advisors who speak your language.
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Daniel Roccanti, CPA
Director
Cheri Swan, CPA
Senior Manager
Christie Renaker
Tax Manager
Craig Pegler
Tax Manager
John VanDuzer, CPA
Partner
Justyna Mueller, CPA
Partner
Kim Hardy, CPA/ABV/CFF, CVA
Director
Kyle Paxton, CPA
Director
Matt Thompson
Senior Manager
Ryan Miller, CPA
Tax Manager
Savana Strickland, CPA
Senior Manager
Sean Sarkissian, CPA
Senior Tax Manager
Stacy Joyner, CPA
Partner
Suzanne Forbes, CPA
Chief Executive Officer
Vittoria “Torri” Heggie, CPA
Tax Manager