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Services 

Modern House

Your Key to Real Estate Prosperity

In the dynamic realm of real estate, achieving success requires a blend of financial precision and strategic foresight to anticipate and address emerging issues and trends. With over 66 years of leadership, experience, and expertise, our talented team of CPAs and advisors understands the real estate industry and provides resources beyond the traditional audit, accounting, and tax services. From meticulous audit preparations to providing transactional support and ensuring timely K1s that maintain investor satisfaction, we can help you manage and streamline your financial operations. Whether you are a property developer, real estate agent, investor, or property management firm, our services help you unlock the full potential of your investments, boost the profitability of your real estate ventures, facilitate smooth transactions, and propel your real estate endeavors towards success.

 

Our ultimate goal is to be more than just your accountant. We want to be your valued partner. When it comes to your accounting needs, a one-size-fits-all approach does not cut it. By partnering with Berman Hopkins, you can focus on doing what you do best, and we will focus on what we do best.

Client Experience Guarantee

Services

We perform a variety of services for the real estate industry and entities across the country. Every engagement is unique. Therefore, we will work with your team to complete the projects and compliance measures you need. 

  • Acquisition & Disposition of Real Estate

  • Asset-Based Accounting

  • Assurance Services

    • Audit

    • Review

    • Compilation

  • Business Advisory

  • Consulting Services

    • Accounting Guidance Implementation​

    • Internal Control Process Improvement & Review

  • Debt Compliance & Forgiveness Planning

  • Due Diligence

  • Employee Benefit Audits & 401(K) Audits 

  • Financial Projection, Budgeting & Pro-Formas

  • Financial Modeling

  • Financial Projections & Cash Improvement Plans

  • Financing/Restructuring Strategies & Assistance

  • Fractional CFO Services

  • Fund Consulting

  • Fund Design & Structure

  • Industry Benchmarking 

  • Internal Control Review

  • Internal Rate of Return (IRR) Modeling

  • Mergers & Acquisitions

  • Opportunity Zone Fund Tax Planning & Investing

  • Pre-Development Ownership

  • Private Real Estate Investment Fund Consulting

  • Purchase Price Allocation

  • Retirement Plan Consulting 

  • SOX Implementation & Compliance

  • Structural Positioning

  • Succession & Exit Planning

  • Tax Services

    • Company Taxation

    • Entity Selection, Multi-Entity Planning, Corporate Structuring

    • Estate & Trust Planning

    • Family Office Participation 

    • Federal & State Tax Compliance 

    • Federal, State, & Local Tax Projections

    • Federal & State Tax Credit & Incentives Planning 

    • Fixed Asset Review to Determine Compliance with Tangible Property Regulations

    • Individual Taxation

    • International, State, & Local Tax Structuring/Planning

    • Sales Tax & Property Tax Compliance/Planning

    • Section 1031 Like-Kind Exchanges

    • Strategic Planning

    • Qualified Opportunity Zones

  • Transaction Consulting & Services

  • Unrelated Business Income Tax (UBIT) Planning

When We Say Experts,
We Mean Experts
 

We have a dedicated team of professionals that has the in-depth experience, knowledge, and skill

to bring new ideas and solutions to help you find long-term success. 

Below is a list of accredited affiliations and associations

our audit team work with on a regular basis.

American Institute of Certified Public Accountants logo
Prime Global logo
Association of Certified Fraud Examiners logo
Florida Institute of Certified Public Accountants logo

Steve Rivera, CPA

Audit Partner

Steve Rivera

Fiona McKenna, CPA

Audit Manager

Katie Bender
Christopher Alan Homes

Candy Kane
CFO

"From the moment we engaged with their team, we were impressed by Berman Hopkins' professionalism, attention to detail, and commitment to understanding our unique needs within the real estate industry. They took the time to thoroughly analyze our financial situation, identify areas for improvement, and develop tailored solutions that have had a tangible impact on our bottom line."

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