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FOR RENTAL OWNERS & REAL ESTATE INVESTORS

Real Estate Tax Preparation
& Planning for Rental Owners

A rental portfolio can touch your personal return, partnership filings and long-term investment decisions. KFN brings those pieces together, with tax preparation and planning built around how you own, operate and grow your properties.

Discuss my rental portfolio →

Based in Third Lake, Illinois · Virtual service nationwide

IS KFN RIGHT FOR YOU?

For investors who want more than a filed return.

Whether you own a rental alongside a W-2 job, hold several properties in partnerships, or are preparing to buy or sell, we help you connect the filing work with the decisions ahead.

PREPARATION + PLANNING

The details.
The bigger picture.

01

Rental income & property records

Review rental income, operating expenses, financing records and property-level reporting so the return reflects the activity behind the numbers.

02

Depreciation & cost segregation

Review depreciation schedules, improvements and potential cost segregation opportunities. We assess the tax implications and coordinate with study providers when appropriate.

03

Sales & 1031 exchange planning

Discuss a potential property sale or exchange before the transaction. We coordinate tax planning with your attorney and qualified intermediary as appropriate.

04

Ownership, participation & multiple states

Evaluate partnership reporting, ownership changes, passive activity considerations and real estate professional status based on your facts and documentation.

YOUR FIRST CONVERSATION

Bring the context.
We’ll define the scope.

Start with a discovery call. We discuss your situation, confirm the services and fees, then provide secure onboarding instructions.

What we’ll discuss

  • Number of properties and where they are located
  • How each property is owned: individually, LLC or partnership
  • Prior returns, depreciation schedules and property bookkeeping
  • Upcoming purchases, sales, improvements or ownership changes

You do not need to send sensitive documents to book a call. Use KFN’s secure onboarding process for tax records.

EXPERIENCE BEHIND THE ADVICE

Led by Kyle Nader, CPA.

Kyle’s background spans forensic accounting, financial software consulting, CFO leadership and business advisory. That perspective helps connect your tax work with the financial decisions around it.

Meet Kyle and KFN →

“Kyle is really thorough and knowledgeable.”
Zach Snow · Google review excerpt
Read selected client feedback →

Selected positive feedback about KFN; not a claim of a specific tax outcome. See the linked review profiles for the full range of reviews.

ILLUSTRATIVE SCENARIO — NOT A CLIENT CASE STUDY

A rental owner preparing to sell

An investor owns several rentals and is considering a sale. A useful planning review brings together acquisition records, improvements, depreciation history, ownership and the proposed transaction. KFN can define a preparation and planning scope and coordinate with the other professionals involved. The appropriate tax treatment depends on the facts.

Hypothetical example only. No client identity, results or savings are implied.

BEFORE YOUR CONSULTATION

Practical tax guides.

COMMON QUESTIONS

Before we begin.

Can you help if I have a W-2 job and rental properties?

Yes. We look at your rental activity alongside employment income, investment income and other filing needs. The consultation helps us identify the preparation and planning work relevant to your situation.

Does owning rentals automatically let me offset my salary with losses?

No. Rental loss treatment depends on the applicable rules and your individual facts. We review participation, documentation and other requirements before recommending a position.

Do you perform the engineering work for a cost segregation study?

KFN evaluates the tax considerations and coordinates with a study provider when appropriate. Any third-party study and related fees are discussed separately.

Should I contact KFN before selling a property?

Yes. Bring us into the discussion before committing to a transaction so there is time to review the tax considerations and coordinate with the other professionals involved.

LOCAL EXPERIENCE. NATIONWIDE REACH.

Your Lake County tax partner.

Based in Third Lake, KFN serves Libertyville, Grayslake, Gurnee, Mundelein, Vernon Hills and the Round Lake communities, with virtual appointments for clients across the United States.

Lake County services →

LET’S TALK TAXES

Discuss my rental portfolio.

Start with your situation. Leave with a clear next step.

Schedule a consultation →

EXPLORE KFN TAX SERVICES