Real Estate Investor Tax Resources & Tools
Practical templates, calculators, and guides from CPAs who are real estate investors themselves.
Proactive beats reactive. Use these tools to plan ahead — not scramble in April.
🔥 Most Popular Resources
2026 Tax Calendar
Never miss a deadline. Quarterly estimates, filing dates, 1031 timelines, and S-Corp election deadlines — all in one calendar.
📥 DOWNLOADABLE | ⏱️ UPDATED JAN 2026
Download Free →REPS Hours Tracker
Track your 750+ hours and material participation for Real Estate Professional Status. Audit-ready documentation template.
📥 EXCEL TEMPLATE | ⏱️ UPDATED JAN 2026
Download Free →Cost Seg ROI Calculator
Model your Year 1 tax savings from cost segregation. Input property details, see projected depreciation acceleration and cash flow impact.
📥 EXCEL CALCULATOR | ⏱️ UPDATED JAN 2026
Download Free →📊 Year-Round Tracking Tools
Track income, expenses, and activity throughout the year — not just at tax time. Stay organized and tax-ready.
📈 Rental Income & Expense Tracker
Excel template to track monthly rental income, operating expenses, capital improvements, and depreciation. Automatically calculates net operating income (NOI) and cash-on-cash return.
✓ Best For: Landlords tracking 1-5 properties, investors needing monthly P&L
⏱️ Updates: Monthly (5-10 minutes per property)
Download Excel →🚗 Property Visit Mileage Log
Track deductible mileage for property visits, maintenance trips, tenant meetings, and showings. IRS-compliant format with date, destination, purpose, and miles driven.
✓ Best For: Active landlords, property managers, real estate agents
💰 2025 Rate: $0.70 per mile
Download Excel → NEW🔧 Capital Improvements vs Repairs Tracker
Know the difference between deductible repairs (immediate expense) and capital improvements (depreciated over time). Track property upgrades for accurate depreciation schedules.
✓ Best For: Investors renovating properties, tracking basis adjustments
⚠️ Critical: Misclassification = audit risk
Download Excel → NEW📋 Tax Preparation Organizers
Get organized before tax season — save time and ensure nothing is missed. Complete these worksheets before your tax appointment.
📄 Form 1040 Personal Tax Organizer
Complete this worksheet before your tax appointment to ensure all income, deductions, and credits are captured. Covers W-2s, 1099s, itemized deductions, and more.
✓ Best For: Individual taxpayers, W-2 earners, high-income professionals
⏱️ Time to Complete: 30-45 minutes
Download PDF →💼 Schedule C Business Activity Organizer
Track all business income and expenses for sole proprietors, independent contractors, and single-member LLCs. Organize by category to maximize deductions.
✓ Best For: Real estate agents, flippers, property managers, consultants
⏱️ Time to Complete: 45-60 minutes
Download PDF →🏠 Schedule E Rental Property Organizer
Track income, expenses, and property details for each rental. Use this before tax filing to organize your Schedule E reporting. One worksheet per property.
✓ Best For: Landlords with 1-10 rental properties
⏱️ Time to Complete: 15-30 minutes per property
Download PDF →🏗️ Real Estate Tax Strategy Tools
Advanced strategies require proper documentation and planning. These tools help you qualify, track, and maximize tax benefits.
✅ Real Estate Professional Status (REPS)
⏱️ REPS Hours Tracking Template
Track your 750+ hours and meet the "more than half" test. Excel template with daily/weekly/monthly summaries, activity categories, and audit-ready documentation.
✓ IRS-compliant format | Tracks all 7 material participation tests
Download Excel → NEW📋 REPS Qualification Checklist
Step-by-step guide to qualifying for REPS. Covers both tests (750-hour + "more than half"), material participation requirements, common mistakes, and documentation needs.
✓ Includes married couple strategies and grouping elections
Download Excel → NEW📊 Material Participation Worksheet
Test each rental property for material participation. Covers all 7 IRS tests, property grouping elections, and spouse participation rules.
✓ Per-property analysis | Grouping election guidance
Download Excel → NEW💰 Cost Segregation Studies
💵 Cost Seg ROI Calculator
Model your Year 1 tax savings from cost segregation. Input property value, acquisition date, and asset class mix. See projected depreciation acceleration and cash flow impact.
✓ Includes bonus depreciation calculations (2024-2026 phase-out)
Download Excel → NEW✅ Is Cost Seg Right for Me? Checklist
Quick assessment to determine if cost segregation makes sense for your property. Covers property value thresholds, hold periods, taxable income requirements, and ROI factors.
✓ 5-minute self-assessment | Property type guidance
Download PDF → NEW📊 Catch-Up Depreciation Guide
Claim missed depreciation on properties acquired years ago using IRS Form 3115. Step-by-step instructions for change in accounting method without amending prior returns.
✓ No amended returns needed | Can go back decades
Download PDF → NEW📚 Educational Content & Insights
Learn the strategies before you implement them. Articles, guides, and media from Frank Alcini, CPA.
📄 2025 IRS 1099 Filing Requirements
Complete guide to 1099 reporting requirements for real estate investors and contractors. Covers 1099-MISC, 1099-NEC, thresholds, deadlines, and penalties for non-compliance.
⏱️ Updated: January 2025
Read Article →🎙️ Podcast Appearances
Listen to Frank Alcini discuss real estate tax strategies, REPS qualification, cost segregation, and entity structuring on podcasts for investors and contractors.
🎧 Audio & Video Episodes
View All Episodes →📝 Tax Strategy Blog
Proactive tax planning insights, IRS updates, strategy breakdowns, and case studies from Strategic Planning Advisors. Real-world strategies — not generic tax tips.
✍️ Updated monthly
Read Latest Posts →🏛️ IRS & Government Resources
Official guidance, forms, and publications you'll actually use.
📄 Essential IRS Publications for Real Estate Investors
Residential Rental Property
How to Depreciate Property
IRS Technical Guidance
1031 Exchange Official Guidance
Passive Activity & At-Risk Rules
Passive Activity Loss Limitations
📝 Essential Tax Forms
Rental Income & Expenses
Depreciation & Amortization
Like-Kind Exchanges
Change in Accounting Method (Cost Seg Catch-Up)
U.S. Return of Partnership Income
U.S. Income Tax Return for S Corporation
🏢 Other Essential Resources
Official IRS Website
Track Your Tax Refund
Electronic Federal Tax Payment System
State Tax Information
⚖️ Legal & Compliance
Disclaimer: Strategic Planning Advisors, LLC provides tax advisory, CFO, and IRS resolution services. Information and tools provided on this site are for educational purposes only and do not constitute formal tax, legal, or investment advice. Tax strategies should be evaluated on a case-by-case basis with qualified professionals. Please consult your advisor before making financial decisions.
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Strategic Planning Advisors, LLC provides tax advisory, CFO, and IRS resolution services.
Information provided on this site is for educational purposes only and does not constitute formal tax, legal, or investment advice. Please consult your advisor before making financial decisions.
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