Tax Strategy Built for
Real Estate
Investors
Most CPAs prepare your returns. We structure your portfolio to minimize what you owe — before the transaction closes. Freese, Peralez & Associates brings 35+ years of specialized experience to real estate investors and developers throughout Montgomery and Harris County.
Strategy Review
More Than Their Fee?
Real Estate Investors
We understand that real estate wealth is built deal by deal. Our approach integrates tax strategy into every stage of your investment lifecycle — from acquisition through disposition.
for Real Estate Clients
- ✓ Cost segregation studies
- ✓ 1031 exchange planning & execution
- ✓ Entity structure optimization
- ✓ Passive activity loss planning
- ✓ Opportunity Zone compliance
- ✓ Real estate professional status
- ✓ Disposition & exit planning
- ✓ Multi-state tax exposure
You Should Be Too.
We limit our client roster deliberately so every investor we work with receives dedicated attention — not a generalist who files returns once a year.
- Commercial real estate investors & developers
- Residential portfolio investors (5+ units)
- Real estate syndicators & fund managers
- Investors with $1M+ in real estate holdings
- Greater Houston & The Woodlands metro area
- Investors who want proactive deal-level planning
- Individual / personal tax returns only (1040)
- Single property first-time investors
- Once-a-year, tax-season-only relationships
- Investors with no organized financial records
- Investors without organized financials
Earned by Our Clients.
Named Best CPA in The Woodlands by Living Magazine for two consecutive years — not because we sought the award, but because our clients trusted us enough to vote for it. Since 2017, we’ve grown to a team of nine dedicated professionals united by one purpose: building genuine, long-term partnerships with the established investors and businesses we serve throughout Montgomery and Harris County.
As my company continued to grow, I knew an upgrade was going to be severely needed to navigate the financial complexities of a larger company. Freese, Peralez and Associates provided a different level of expertise and attention. In hindsight, it was the best move my company could have made.
Any accounting firm can fill out the forms and meet the deadlines. It is rare to find a firm that becomes an integral part of your daily accounting process — one that stays focused on how to get you the best bottom line and keeps you solidly between the regulatory lines.
Communication has always been seamless and professional. The level of service, expertise and value provided by FPA has been greater than other larger firms I have previously used. They are proactive in advising on credits and strategies to reduce our tax burden.
in Every Deal.
Schedule a complimentary portfolio tax review with our real estate specialists. We’ll assess your current position, identify missed opportunities and outline a clear strategy — at no cost and no obligation.
Portfolio Review
