A Complimentary Real Estate Income Tax Cheat Sheet
With over 300 years of combined experience, the team at MSC has identified key opportunities and common pitfalls that can significantly affect real estate owners during tax season. This guide, created specifically for CPAs, outlines critical considerations to help you maximize tax savings for your clients and enhance the value of your advisory services.

Real Estate Income Tax Deductions Saving Your Client Money
This cheat sheet will pinpoint exactly what to look for so you can save your clients money:
- Specialized Content: Tailored exclusively for CPAs' unique needs.
- Money-Saving Tips: Discover significant tax-saving opportunities.
- Avoid Common Mistakes: Bypass costly tax pitfalls with ease.
- Enhance Client Relationships: Deepen trust, become an invaluable advisor.

Meet the Author

Roger Upton
Roger has been with MSC since its inception, playing a key role in its growth into one of the nation's leading providers of Cost Segregation Studies, with over 20,000 completed since 1996. His clients range from publicly traded companies and members of Forbes' Top 400 to royal families and thousands of individual property owners. Roger frequently consults with the IRS Chief Counsel on real estate tax issues and authored the Tangible Property Regulations Survival Kit – A How-to Manual.
Our Promise:
Over 600 national and regional CPA firms trust MSC’s expertise to help navigate the complexities of cost segregation studies. We are fully committed to our clients’ success—providing partner-level guidance, in-depth audit support, and exceptional service throughout every phase of a project.
- Experience and Credentials: MSC has a proven 30-year track record, with engineering and tax expertise, and experience across various property types and industries.
- Audit Support: MSC stands behind their work and takes great pride in the quality they deliver. All MSC engagements include complimentary lifetime audit support.
- Comprehensive Analysis: MSC performs site visits and deliver thorough reports that go beyond just software-generated results.
- Integration with Tax Strategy: MSC collaborates with your CPA or tax advisor to align the study with your broader tax planning goals, including step-ups, 1031 exchanges, and repairs vs. capitalization considerations.