Institutional real estate tax expertise, with the intimacy of a single desk.
Former Big Four and institutional advisors for high-net-worth owners, funds, and family offices. The full income and property-tax picture, held by one partner from first call through every filing.
A partner on every engagementReply within one business dayFees agreed in writing
Real estate tax, handled end to end.
Most firms cover one slice. STAGGS covers the full real estate tax picture, so one advisor sees how each decision affects the next.
Real Estate Income Tax
Forward-looking planning and federal & state compliance, built around how real estate actually generates and shelters income.
Property Tax, Valuation & Appeals
A specialty most real estate CPAs can’t offer: challenging over-assessments, from informal review through formal appeals before the board.
Tax Planning & Structuring
The strategy layer: entities, transactions, and multistate footprints designed up front, so the tax outcome is intended, not discovered at filing.
Nothing falls between the seams, because one desk holds the whole board.
Real estate tax mistakes are quiet, and expensive.
They rarely arrive as a bill marked “overpaid.” They show up as an assessment never challenged, a deduction never taken, a structure never questioned.
What an over-assessment costs you
Commercial property is often assessed above its true market value. Move the sliders to see the annual cost of leaving it unchallenged.
Illustrative estimate using an assumed ~1.25% effective property-tax rate. Not a prediction of results.
Your 1031 exchange clock
Selling a property? Enter the closing date to see the two deadlines every exchange lives or dies by.
These dates are a planning illustration, not tax advice. An exchange has strict requirements and very little room for error, so the right next step is to walk through your specific timeline with the firm before you rely on it.
Talk through your exchange with the firm →Calendar math only, not tax advice. The 180-day period can end sooner if your tax-return due date arrives first, and exchanges have further requirements. Confirm your dates with the firm before relying on them.
Real estate tax has a season, we work ahead of each one.
The expensive misses are almost always missed deadlines. Here’s the rhythm we plan around, so nothing arrives as a surprise.
Filing & K-1 season
- Federal & state returns; extensions by Apr 15
- Partnership K-1s out to investors
- Q1 estimated payments
Assessments & appeal prep
- County assessment notices arrive
- Review valuations for over-assessment
- LA County appeal window opens Jul 2
Appeal windows
- LA County appeals due by Nov 30
- Cost-segregation studies underway
- Mid-year planning check-ins
Year-end planning
- 1031 & Opportunity Zone timing
- Entity & transaction moves before Dec 31
- Q4 estimate planning (due Jan 15)
Dates are typical for California and federal filers and can shift by county and year, we confirm the deadlines that apply to you. The 45- and 180-day 1031 clocks run year-round from each sale.
Built for sophisticated real estate.
National reach, with local depth.
We work across the country’s high-growth, tax-complex markets, from the coasts to Texas, Florida, and the Sun Belt, with the rigor of a specialist and remote service wherever your real estate is.
Working together starts with a conversation, not a commitment.
Three steps, and you know exactly what to expect at each one.
Share a short intake
A few questions about your real estate and what’s on your mind. We review it before we talk, so the first call starts ahead.
Have a confidential intro call
A direct, partner-level conversation, no obligation. You leave with a clear read on the opportunities and the risks in your situation.
Get a scoped proposal
If it’s a fit, you get a written proposal with defined scope and fees. Nothing begins until you’ve approved it.
On fees: engagements are project-scoped or an annual advisory relationship. You’ll see scope and fees in writing before any work begins, and the introductory call is free and carries no obligation.
Not sure which you need? Start with a conversation.
Tell us about your real estate and we’ll tell you, directly, where the opportunities and the risks are.
Request a consultation →Real estate tax, handled end to end.
Most firms cover one slice, income tax or property tax. STAGGS covers the whole picture, so one advisor sees how each decision affects the next.
Real Estate Income Tax
Forward-looking planning and federal & state compliance, designed around how real estate actually generates and shelters income, not bolted onto a generalist return.
Who it’s for: investors, developers, syndicators, and owners who want a return that reflects every available strategy.
Property Tax, Valuation & Appeals
A specialty most real estate CPAs can’t offer: challenging over-assessments and reducing the bill, from informal review through formal appeals before the assessment appeals board.
Who it’s for: commercial owners and developers facing a reassessment, a too-high bill, or a recent acquisition.
The firm’s experience includes serving as a subject-matter expert in deposition.
Tax Planning & Structuring
The strategy layer: how entities, transactions, and multistate footprints are built so the tax outcome is designed, not discovered at filing.
Who it’s for: sponsors, family offices, and developers structuring deals or scaling a portfolio.
Frequently asked questions
How do you charge for your work?
Do you work with property outside California?
How are you different from my current CPA?
Do I have to leave my current accountant?
What happens on the introductory call?
Is my information kept confidential?
Not sure which of these you need?
That is exactly what the first conversation is for. Confidential, no obligation, and you leave with a clear read on the opportunities and the risks.
Request a consultation →Or call the firm directly on (818) 639-2165.
Built for sophisticated real estate.
If your real estate is sophisticated, your tax advice should be too. STAGGS works with the people and entities for whom real estate tax is a material number.
Who we work with
Investors & landlords
Outgrew a generalist CPA. You want every deduction, REPS where it applies, and audit-ready returns, from a CPA who actually speaks real estate.
How we help
- Cost segregation & bonus depreciation, captured
- Real estate professional status (REPS) where it applies
- Passive-activity & at-risk planning
- Returns built to withstand scrutiny
Owners & developers
Facing a post-acquisition reassessment or structuring a deal. Structure the transaction and defend the assessment, with one advisor.
How we help
- Reassessment defense after an acquisition
- Deals structured for the after-tax result
- Income tax and property tax under one roof
- Cost-segregation on new development
Syndicators & sponsors
K-1s at scale, waterfalls, and multistate footprints, handled cleanly, on time, partner-level.
How we help
- K-1s at scale, delivered on time
- Waterfalls & promote / carry allocations
- Multistate / SALT across the footprint
- Investor-ready reporting
Family offices
A multistate real estate portfolio with structure and transfer questions, and a tax quarterback to see the whole board.
How we help
- A tax quarterback across the whole portfolio
- Entity structure & generational transfer
- Multistate coordination
- A single point of accountability
HNW with real estate
Sophisticated 1031 / QOZ deferral, passive-activity, and SALT planning for serious real estate holdings.
How we help
- 1031 exchanges & Opportunity Zone timing
- Passive-activity & at-risk planning
- SALT planning for serious holdings
- Coordination with your existing advisors
Operating businesses
Businesses that own their real estate, income tax, property tax, and structuring for the property side of the balance sheet.
How we help
- Tax on the real estate you own and operate
- Property-tax appeals on your facilities
- Structuring the property side of the balance sheet
- Multistate footprint planning
See yourself here?
Start with a confidential, no-obligation conversation about your real estate.
Request a consultation →Wherever your real estate is.
STAGGS works with real estate investors, owners, and funds across the country, federal and multistate, concentrated in the high-growth markets where tax strategy moves the number most.
Markets we serve, by state
Alabama
- Birmingham
Arizona
- Phoenix
- Scottsdale
- Tucson
California
- Los Angeles
- San Diego
- San Francisco (Bay Area)
District of Columbia
- Washington
Florida
- Jacksonville
- Miami
- Ocala
- Orlando
- Tampa
- West Palm Beach
Georgia
- Atlanta
Idaho
- Boise
Illinois
- Chicago
Indiana
- Indianapolis
Louisiana
- New Orleans
Massachusetts
- Boston
Michigan
- Detroit
Missouri
- Kansas City
- St. Louis
New York
- New York City
- Syracuse
North Carolina
- Charlotte
- Raleigh-Durham
Ohio
- Cincinnati
- Cleveland
- Columbus
- Toledo
Oklahoma
- Oklahoma City
South Carolina
- Charleston
- Greenville
- Myrtle Beach
Tennessee
- Memphis
- Nashville
Texas
- Austin
- Dallas-Fort Worth
- Houston
- San Antonio
Washington
- Seattle
Don’t see your market? We work remotely and alongside your existing advisors, federal and multistate, wherever your real estate touches.
Wherever your real estate is, start here.
One conversation, confidential and with no obligation, about the markets you are in and what they are costing you.
Request a consultation →Or call the firm directly on (818) 639-2165.
Institutional real estate tax expertise. Boutique service.
STAGGS was founded to provide sophisticated real estate tax advice traditionally available only through the largest accounting firms.
Drawing on experience developed across Big Four, national firms, and institutional real estate organizations, the firm brings together capabilities that are often divided among multiple practice groups.
Our expertise spans the full lifecycle of real estate ownership and investment, including income tax planning and compliance, transaction structuring, multistate taxation, and property tax valuation and appeals. This integrated approach allows clients to evaluate tax decisions holistically rather than through isolated specialties.
Whether advising private investors, family offices, developers, operating businesses, or real estate funds, STAGGS delivers institutional-quality technical advice with the responsiveness, accessibility, and partner-level attention of a specialized boutique firm.
Work directly with a partner →Proactive, written, and partner-level.
Plan ahead of the deadline
Tax outcomes are designed during the year, at acquisition, at structuring, before the bill, not discovered at filing.
Advice in writing
Clear, documented positions you can act on and defend, and an openness to second opinions, never the opposite.
A partner on every engagement
You work directly with a partner, year-round. No junior hand-off, no being the account that gets ignored between deadlines.
Big-firm rigor. Boutique access.
Let’s talk about your real estate.
Complete the short intake below, confidential and no obligation. The firm reviews what you share and replies directly, usually within one business day.
20–30 minute call · no obligation · fees agreed in writing before any work begins. The firm reviews what you share and replies directly, usually within one business day.
What to expect
A confidential, 20–30 minute introductory call with the firm, direct, partner-level, and no obligation.
Start with a short intake
A few questions so our first conversation starts ahead, takes about two minutes.