Real Estate

dots-gold

75

Years in Business

Strategic financial advice.

Paving a Path for Opportunity

wave-3-orange

Whether you are a property owner, developer, real estate broker or property manager, Bartlett, Pringle & Wolf, LLP provides real estate accounting and consulting services tailored to fit your needs today and your goals tomorrow. We provide the highest level of service and depth of expertise to become an extension of your management team and improve your bottom line.

In the real estate industry, the key to profitability, growth and long-term success is the ability to minimize your taxes, secure financing, contain costs, diversify and manage your cash flow. The cyclical nature of the real estate industry makes it continually challenging to capitalize on business opportunities and manage crisis.

We can be a valuable resource to help you meet these challenges through the following services:

  • Tax Planning and Compliance
  • Audits, Reviews and Compilations
  • Estate Planning
  • Cost Segregation
  • 1031 Exchanges
  • Cash Flow and Value Projections
  • REIT Performance Measurement
  • Litigation Support
  • Bookkeeping

With an extensive real estate client base, we understand that your industry requires more than just crunching numbers—you need strategic financial advice, key insight on industry standards and compliance issues and someone to untangle the complexities of the tax code and find you ways to save.

Primary Contact

Bridget Foreman, CPA

Partner

wave

Contact me to discuss how our specialized real estate team can assist you.

BPW-Bridget-Foreman-Partner (1)

Industry Insights

Stay up to date with the latest tax & accounting news, BPW updates, and more.

Year-End Tax Planning for Individuals

As we approach 2025, future tax policy is bracing for change in the coming years. With election results now in the rearview, the road ahead for policy shifts begins to take shape, providing a clearer ...
Read more

Year-End Tax Planning for Businesses

After a few years of relatively mild tax changes for most businesses, post-election results provide more clarity on the direction of future policy—with a confluence of expiring tax provisions, a new administration, and evolving economic ...
Read more

Britton and Schmoller Recognized as Top Professional Service Leaders on Central Coast

Bartlett, Pringle & Wolf, LLP is pleased to announce that John Britton, CPA and Rosemary Schmoller, CPA have been named among the 2024 Who's Who in Professional Services by the Pacific Coast Business Times. John ...
Read more

The Future of the SALT Cap: Ways You Can Prepare Now for Potential Scenarios

The state and local tax deduction limitation (SALT cap) has become a focal point of tax policy debate ahead of its scheduled sunset at the end of 2025. Lawmakers face a critical decision: Allow the ...
Read more

Eileen Sheridan Named a 2024 Managing Partner Elite by Accounting Today

SANTA BARBARA, CA – Accounting Today magazine recently named Eileen Sheridan, CPA a 2024 MP Elite, an annual award recognizing top managing partners in the accounting industry. The report features profiles of some of the ...
Read more

INSIDE Public Accounting Ranks BPW Among Top 300 Firms in US

SANTA BARBARA, CA â€“ INSIDE Public Accounting (IPA) recently ranked Bartlett, Pringle & Wolf, LLP No. 300 on the IPA Top 500, an annual list of the top 500 CPA firms in the nation based on ...
Read more