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Portfolio map
Step 01
We map your portfolio
Property count, asset types, entities, locations and recent activity create the foundation of the report.
The Real Estate Tax Gap Report
See Where Your Real Estate Portfolio May Be Overpaying Taxes.
Your properties may be producing income while missed deductions, reactive planning, and financial blind spots quietly reduce what you keep. Get an instant personalized report showing what you should review next.
Tax, accounting and advisory for real estate investors by real estate investors
- 300+
- Real estate investors advised
- 4,100+
- Properties under our reporting
- 31
- States our clients invest in
- 4
- Planning conversations per client each year
Where the money leaks
The tax gap, in three parts.
None of this shows up on a return. All of it shows up in what you keep.
01Filing taxes isn't the same as planning them.
A return is a record of decisions you already made. Planning happens before you buy, sell, renovate, refinance or close the year. Most investors meet their CPA after the window has closed, then hear the number and pay it.
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Tax return versus planning calendar
02More properties create more financial complexity.
Several LLCs, depreciation schedules, lenders, bank accounts and states stop being a bookkeeping task and become a system problem. When the pieces are not organized in one place, the planning opportunities are the first thing to disappear.
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Entities, states and depreciation schedules organized
03Your numbers should help you make better deals.
Property-level P&Ls, NOI, cash flow and tax exposure in one view is what turns accounting into a decision tool. That is the difference between knowing what happened and knowing what to do next.
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Portfolio performance dashboard
What happens next
Three steps to your tax gap report.
You answer a few questions about the portfolio. We do the reading. You see the gap.
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Gap analysis
Step 02
We identify your financial gaps
We identify which areas of tax planning, depreciation, accounting, reporting or entity complexity may deserve attention.
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Your next move
Step 03
You get your next move
The report shows the first area to review and how DMR would approach it.
1
Tax strategy
Planning conversations before the decision, not a number after the year closes.
2
Accounting
Clean, property-level books that reconcile to your lenders and your entities.
3
Structure
Entities, ownership and multi-state exposure organized around how you actually invest.
4
Portfolio decisions
Buy, sell, refinance, 1031 and capital decisions modeled before you commit.
Investors we work with
Portfolios that outgrew basic tax prep.
HL
Hudson Line Holdings
Marc Feldman
"We went from a shoebox of statements across nine LLCs to property-level reporting we can hand a lender. Daniel found planning items our old CPA never raised."
★★★★★
CM
Coastline Multifamily
Alyssa Reyes
"Before we closed on a 42 unit, Daniel walked us through the cost segregation math and the entity setup. That one conversation changed the structure of the deal."
★★★★★
BP
Bowen Property Partners
Terrence Bowen
"I own in four states and thought that was just expensive. Turns out most of the cost was disorganization, not tax. Our filings are calm now."
★★★★★
KS
Kaplan Short Term Rentals
Nina Kaplan
"The short term rental rules are their own world. Daniel is the first CPA who explained material participation to me in plain English before year-end instead of after."
★★★★★
SD
Sorkin Development
David Sorkin
"We were mid raise and needed investor level reporting fast. DMR built it, cleaned two years of books, and still hit our estimated payment dates."
★★★★★
RS
Raman Storage Group
Priya Raman
"The tax gap report was the first time anyone showed me the difference between what I file and what I could plan. We booked the call the same day."
★★★★★
Questions
Everything you'd ask on a first call.
A short personalized report showing your priority level, the number one gap in your current tax and accounting setup, two other areas worth reviewing, and the first move we would make. It is built from your answers, not from your tax return.
One minute, no call required
Know your tax gaps before your next deal closes.
- Built from your portfolio
- No tax return upload
- Your first move included
Takes about 60 seconds your report is instant