Tax Preparation

Tax Preparation for Real Estate Investors & Construction Companies

Your business isn't typical. Your tax support shouldn't be either.

We work with construction companies and real estate investors every day. We understand the entities, transactions and tax considerations behind these businesses — from rentals, flips and partnerships to job costing, payroll, 1099s and equipment purchases. Get specialized tax preparation support from a team that understands your industry, knows what to look for and keeps an eye out for legitimate opportunities to help you keep more of what you make.

Get Your Free Tax Position Review

Send us last year's return. We'll review where you stand, share what we see and talk through where Auxilee may be able to help.

Business owner reviewing organized tax records

Industry complexity

Construction and Real Estate Have Their Own Tax Complexity. We Work in It Every Day.

A contractor's tax picture doesn't look like a retailer's. And an investor with rentals, flips, partnerships or multiple entities doesn't have the same needs as an e-commerce business. We specialize in construction and real estate, so we understand the financial activity behind the return. For investors, that can mean rental and short-term rental income, passive activity, depreciation, cost segregation, property sales, partnerships, syndicates and multiple entities. For contractors and builders, it can mean WIP and job costing, payroll and 1099s, equipment and vehicle purchases, owner compensation, entity structure and the timing of income and expenses. And getting the return done is only part of what matters. You also want to know you're not overlooking legitimate opportunities to reduce your tax exposure and keep more of what you make. We keep an eye out for issues and potential opportunities worth raising — so they can be addressed with the appropriate tax professional when needed.

Prepare the return. Understand the business behind it. Keep an eye on what could make a difference.

Looking ahead

Tax Preparation Looks Back. The Right Tax Partner Also Looks Ahead.

Tax preparation is largely about what already happened. The right tax partner is also paying attention to what's happening now — and looking ahead for issues, decisions and legitimate opportunities that could affect what you ultimately owe. Because by the time tax season arrives, some of those opportunities may already be gone. We're not here to push aggressive tax strategies. We're here to understand your business, keep your financial information organized, and recognize when something deserves a closer look — so you have time to act when appropriate.

The goal: fewer surprises at tax time and more opportunities to keep more of what you make.

Who we support

Specialized Tax Preparation for the Way You Do Business.

Construction and real estate businesses can get complicated fast. Multiple entities. Different types of income. Properties, partnerships, projects, payroll, equipment and transactions — each with its own tax considerations. That's why specialization matters. We work with construction companies and real estate investors every day. We understand the complexity because these are the businesses we work in.

For Real Estate Investors & Developers

You're Not Just Managing Properties. You're Managing a Complex Tax Picture.

One rental can be relatively straightforward. Add flips, short-term rentals, partnerships, multiple LLCs, a syndication or development activity — or a brokerage or agent business alongside your investments — and the tax picture changes quickly. We understand the moving pieces that come with building a real estate portfolio and operating in the industry — and the tax considerations investors should be thinking about along the way.

Rental properties
Flips
Short-term rentals
Multifamily
Partnerships
Multiple entities
Syndicates & funds
Brokerage & agent activity
Passive activity losses
Depreciation
Cost segregation
Bonus depreciation
Property sales

Whether you're a buy-and-hold investor, active flipper, developer, agent or broker who also invests, or managing several types of real estate activity at once, your tax partner should understand how those pieces fit together. And because Auxilee can also support your bookkeeping and management reporting, tax preparation doesn't have to begin with someone trying to decipher your business once a year.

For Contractors, Builders & Trades

Your Jobs Drive Your Numbers. Your Tax Partner Should Understand Both.

Construction businesses have their own financial realities. Revenue and expenses move with projects. Labor can include employees and subcontractors. Equipment and vehicles matter. Job costing matters. WIP matters. And decisions made throughout the year can affect what ultimately shows up at tax time.

Job costing
WIP
Payroll
1099 contractors
Equipment & vehicles
Owner compensation
Entity structure
Estimated taxes
Timing of income and expenses

We work with general contractors, home builders, remodelers and specialty trades. That means less time explaining how your business works — and a tax partner who understands the numbers behind your actual jobs.

What’s included

More Than a Tax Return. The Tax Preparation Partner Your Business Needs.

Your tax return is the end result of a lot of financial activity throughout the year. We help bring those pieces together — with specialized tax preparation and a team that understands what to look for along the way.

Real Estate Tax Preparation

Tax preparation for real estate investors, developers, agents and brokers — including rentals, flips, multifamily, partnerships, syndicates and funds, development activity and complex multi-entity portfolios.

Construction Business Tax Preparation

Specialized tax preparation for general contractors, home builders, remodelers and specialty trades — with an understanding of job costing, WIP, subcontractors, equipment and the financial realities behind construction businesses.

1099 Preparation

Help organizing contractor and vendor information and preparing required 1099s accurately and on time.

Year-Round Tax Support

Stay ahead of tax time with a partner who can help identify issues, upcoming decisions and legitimate opportunities worth addressing before year-end.

Connected financial support

Better Books Make Tax Time Better.

If your books aren't current, organized and accurate, tax preparation gets harder than it needs to be. Transactions have to be sorted out. Accounts need to be reconciled. Contractor information has to be tracked down. Questions that could have been addressed months ago suddenly become urgent. Auxilee can support your bookkeeping, payroll, management reporting and tax preparation — so the people working with your taxes aren't starting from scratch at year-end. For construction companies, that can mean cleaner job costing, payroll and contractor records throughout the year. For real estate investors, it can mean keeping properties, entities, income and expenses properly organized as the portfolio grows. You don't have to use Auxilee for everything. But when your books and tax preparation are handled by a team that understands the bigger picture, there are fewer handoffs, fewer surprises and less explaining your business over and over again.

One partner. More of your business covered.

Why Auxilee

Why Choose Auxilee as Your Tax Preparation Partner?

Built for Construction and Real Estate

This isn't one specialty among dozens. We focus on construction companies and real estate investors, so your team already understands the businesses, terminology and financial complexities behind your return.

We Look Beyond Tax Season

Good tax preparation handles what already happened. We also keep an eye on what's happening now — helping identify issues and opportunities while there may still be time to do something about them.

Your Numbers Don't Live in Silos

Bookkeeping affects reporting. Reporting affects the decisions you make. And all of it eventually affects tax preparation. Auxilee can support more of that connected financial picture instead of seeing only the return.

Built From Real-World Experience

Auxilee was founded by William Morgan, an active real estate investor and developer with hands-on experience in construction, property management and growing construction businesses. Your tax partner understands these businesses because they're the businesses we work in — and come from.

Fit

Is Auxilee the Right Tax Partner for You?

Auxilee is designed for owners whose business and tax picture require more than generic, once-a-year preparation.

Frequently asked questions

Tax Preparation FAQs

Do I have to use Auxilee for bookkeeping to use your tax preparation services?

No. You can start with tax preparation support. If your books need cleanup or you want ongoing bookkeeping, payroll or management reporting, those services can be added when they make sense.

Can you work with multiple businesses, entities and properties?

Yes. Multi-entity businesses and portfolios are common in construction and real estate, and the page is designed around that complexity.

Do you prepare 1099s?

Yes. Auxilee can help organize contractor and vendor information and prepare required 1099s as part of your tax support.

Can you help if my books aren't ready for tax time?

Yes. Auxilee also provides bookkeeping support, so we can help get the financial information organized before tax preparation begins.

Do you provide year-round tax support?

Yes. Engagement options can include support beyond tax season, with attention to issues, upcoming decisions and legitimate opportunities worth addressing before year-end.

Can you work alongside my existing CPA or other tax professional?

Yes. Where another licensed professional is involved, Auxilee can help keep the financial information organized and coordinate the information needed for tax work.

Tax Position Review

Know Where You Stand Before Tax Season.

If your business has grown more complex — or you simply want a tax partner who understands construction and real estate — start with a Tax Position Review. Send us last year's return. We'll review where you stand, share what we see and talk through where Auxilee may be able to help.

This is a conversation, not a sales pitch. Sometimes we're not the right fit, and we'll say so.

Get Your Free Tax Position Review