1031 Exchanges? Opportunity Zones?

The real estate world presents a complex set of accounting rules and wide-ranging financial effects that require a well-planned approach.

At JAG, our real estate accountants and advisers provide comprehensive answers to your most pressing real estate questions, including forming a new real estate partnership, acquiring or divesting a property, investing in a new property or real estate investment trusts (REITs) and utilizing Section 1031 Exchange to defer capital gains taxes.

With years of experience serving the real estate market, our professionals know what questions real estate investors, developers and property managers ask – or should be asking – to set themselves up for success.

Our Clients

  • Residential and Commercial Real Estate Developers
  • Property Managers
  • Real Estate Investmenrs Trusts(REITS)
  • Residential and Commircial Rental Properties

Our Difference

Tax Planning

Assuming your CPA that prepares your taxes is also doing your tax planning is a big mistake. The majority of CPAs that prepare taxes do not do tax planning. We’ve invested thousands of hours and dollars in tax planning training and materials from experts across the country. Because of this, we’ve generated thousands of dollars of savings for our clients. See our tax planning training with actual case studies here

CFO Services

When it comes to CFO services, our objective is not playing around with numbers, it’s to effect real change and financial results. By increasing financial awareness, setting goals, and providing actionable information, we’re able to help management and ownership effect real results and business outcomes.

Commercial & Non-Profit Audits

As your business grows, securing financing becomes an issue at some point. Whether it’s non-profit compliance or commercial financing, audited, reviewed, or compiled financial statements becomes a need. Our firm specializes in these services with a proven track record of delivery and customer satisfaction.

Other Industries We Serve

We serve a variety of different industries. Are you ready to find out how we can serve you?










Practice Leaders

Shehan Chandrasekera, CPA

Joe Gallegos, CPA, CVA

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