CLEAR, BANKABLE FINANCIAL DATA THAT HELPS GROW YOUR PORTFOLIO.
OUR FIRM IS DEVOTED TO REAL ESTATE ACCOUNTING, TAX STRATEGY, AND PROJECT SYSTEMIZATION.
Whether you manage 1,000 or 10 units, give your portfolio the asset it needs most.
TAX STRATEGY WITH A RECORD OF PERFORMANCE.
Superior Client Care
Focused and Committed
With our expertise and a diverse base of real estate clients, including commercial and residential developers, investors, and brokers, you can rest assured that we will be there for you every step of the way beginning at tax planning all the way through filing your tax returns and distributing K-1s to your investors.
1031 Exchange Strategies
Cash Flow Analyzation
Cost Segregation Studies
Real Estate Professional Election Software
Selection Optimized For Rental Properties
HUD Mandated Audits For Profits And Non-profits
Debt Finance Distribution
Mortgage Tax Credit (New York)
Pre / Post Project Tax Planning
Cost Certification For J-51 Tax Abatement Audits (NYC)
ACCOUNTING AND SOFTWARE THAT ACCOUNT FOR YOUR INDIVIDUAL BUSINESS MODEL.
Having the right accounting software for your real estate ensures that you always have the necessary information in real time, giving you excellent business insights and assisting you with decision-making.
We work with multiple accounting solutions. When you become our client, we will help you choose the right software, set up your chart of accounts, and support you and your staff. Our recommended software for real estate clients is Rent Manager. In addition, we support and work with Yardi, Appfolio, QuickBooks Desktop, QuickBooks Online, and Xero.
Our promise to you!
We will make sure that your accounting software matches your tax return and financial reports and vice versa.
WE SPECIALIZE IN MULTIFAMILY AND TREAT YOU LIKE FAMILY.
As we grow, we keep a watchful eye on our mission, our vision and our values, remembering that getting smarter, better every day takes precedence over getting bigger.
This means we never lose our intense commitment to clients nor do we lose focus on providing personal service that is unrivaled among other firms. It also means that we treasure our team and work hard to hire smart, committed professionals who share the firm’s values and goals.
Jacob I. Oberlander, CPA
Founder and President
Vision through strategic consulting
Clarity through precision accounting
Savings through tax optimization
Peace of mind through compliance
HEAR IT FROM REAL ESTATE WINNERS:
“I have had the pleasure of working with Jacob for many years and I can highly recommend him as a true professional who has a wealth of knowledge to help his clients succeed. We talk often and I use him not only for tax and audit, but for estate planning and planning my company’s future. He and his team are exceptional at navigating tough and complex tax/real estate scenarios and are always very passionate about their work to help others. They are personal, dedicated and knowledgeable in the real estate field.”
Associate Partner at Watermark Capital
Client since 2010
“As a developer of real estate and the busy owner of a fast growing real estate brokerage firm, I originally contacted Jacob since I needed an accountant
knowledgeable in the real estate field that would give us clear guidance on how to manage our day-to-day finances and strategize on tax saving. The attention to detail that I have met with and urgency to problem solving amazes me every day anew. I know that whenever I call, I will be met with generosity and quality service.”
CEO of Metrex Equities | Metrex Realty
Client since 2018
“The team at Oberlander & Co. has been an invaluable resource as I’ve launched, grown and succeeded with my mortgage brokerage firm. Jacob Oberlander and his team are consummate professionals who are always proactive and quick to respond to questions with thoughtful and insightful answers. Accounting isn’t something I want to worry about; with Oberlander & Co. routinely reviewing our books, preparing our taxes and advising on how to handle issues with the IRS, out-of-state
entities, and the intricacies of tax law, I know we’re in good hands.”
President of The Mint Capital, Inc.
Client since 2017
We service clients virtually throughout the country. Our office is located in the Lower Hudson Valley Region of New York