Real Estate

Results Through Vision

Real estate professionals are innately visionary, seeing the future where others see only open land or blight. You have a vision for your company as well. To succeed, you need an accounting firm with the insight to support your goals, and expand your business opportunities.

Clark Schaefer Hackett is that firm. We offer all the sophisticated services and real estate expertise you expect from a top CPA and advisory firm — but it’s our service style that sets us apart.

We believe better relationships produce better results, so we teach our professionals to deliver highly-valued client experiences. And it shows. Our client satisfaction ratings are 45% higher than the industry average.*

We can help you stay compliant, manage risk and make smart decisions. But we also respond promptly, deliver quality and truly care about your success. We call it results through remarkable relationships.

* Based on third-party surveys of accounting firm clients.

Service Offerings

Financial Reporting and Advisory Services

Good business decisions are based on a clear understanding of your company’s finances. Our financial services include:

  • Tailored assurance services: financial statements, audits, reviews & compilations
  • Financing strategies, including capital formation & evaluating loan proposals
  • Cash flow analysis & budgeting
  • Assistance in accounting & tax ramifications of debt restructuring
  • Review and implementation of internal control & cost accounting procedures
  • Advisement on business opportunities, managing financial risk & planning for  long-term financial success

Tax Services

We can help you reduce the considerable business cost of taxation, while taking care of necessary reporting and compliance. Our tax services include:

  • Local, state, and federal tax return preparation, including planning & consulting for businesses & individuals
  • Tax transaction support
  • Entity selection and structuring
  • Representation before taxing authorities
  • Pre-development tax structuring & ownership plans
  • Tax credit & deduction advice, including affordable housing, historic, green & new-market
  • Section 1031 like-kind exchanges & other tax deferral mechanisms
  • Tax planning & accelerated write off methods
  • Cost segregation studies
  • Tangible property regulations

Operational Improvement

Our experience in the real estate industry has taught us which processes and systems work. We will be your resource for best practices throughout the real estate life cycle: from concept and development to property management. Our operational services include:

  • Purchase price & project cost allocation
  • Distressed real estate transactions; troubled asset debt modification
  • Procedural controls integrated with real estate accounting
  • Benchmarking & trend analysis
  • Financial projections & budgets
  • Employee benefit plan administration, audits & consulting
  • Affordable Housing program audits & compliance
  • Attracting capital & capital structuring

Business Succession Planning

Our Certified Exit Planning Advisors have the specialized knowledge to help ensure you are personally prepared, financially prepared, and continuing to maximize the value of your business.

Our exit planning process is customized based on your unique situation and may include:

  • Succession planning
  • Business valuation
  • Value & profitability enhancement consulting
  • Tax structuring
  • Due diligence
  • Income tax planning
  • Estate tax planning

A Unique Approach to Client Service

At CSH, we believe better relationships produce better outcomes. We are so passionate about this approach that we published a book entitled The CSH Way, documenting our unique commitment to client service.

Our professionals are specially trained to deliver highly-valued client experiences, and our superior client satisfaction ratings are the result. In a recent independent survey, our client satisfaction ratings were 45% higher than the industry average*.

Here’s a closer look at results we’re proud of.

Over 95% of real estate clients surveyed said CSH professionals:

Are good listeners
Provide high-quality deliverables
Offer personal attention
Provide timely service

Learn more about our firmwide client satisfaction results here.

Clients Served


Commercial Real Estate Developers
Real Estate Investors
Property Operators
Management Companies
Real Estate Investment Funds

Thought Leadership

Our professionals are more than CPAs. They are authors, speakers and association leaders who offer timely educational opportunities on industry-specific topics and challenges.

CSH publishes alerts, articles, resource guides and hosts webinars and seminars aimed at keeping you informed and performing at your best.

Real Estate Guidance

At CSH, we’re not just accountants; we’re leaders, authors, speakers and association members. Our professionals have deep real estate expertise, and share their insights for the good of our clients and the industries we serve.

How Can We Help You?

With a vast array of solutions to meet the needs of growing businesses, individuals and families, the question isn’t if we can help but how.

Real Estate Team

We offer best-in-class technical expertise and services, but it’s the quality of our professionals that set us apart. At CSH, relationships matter, and we believe creating supportive, helpful, working relationships is perhaps the most valuable talent we offer. How can we support you? Contact one of our team members below or explore our searchable page of all firm professionals.

VIEW ENTIRE TEAM