Tax Reporting

Know your tax savings before your CPA does.

RealBooks builds a complete tax summary across every property you own — calculating total deductions, taxable income, and estimated tax savings in seconds. No more scrambling at year-end. Export a CPA-ready report with one click.

Tax summary card with gross income, deductions, taxable income, and estimated savings

Want the full details? Read step-by-step guides, workflows, and tips in the docs.

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Tax prep that works all year

Automated Tax Summary

RealBooks aggregates income, expenses, depreciation, and deductions across all your properties into a single, clean annual summary — updated in real time.

AI Deduction Finder

Our AI scans your transactions for missed deductions — from home office allocations to vehicle mileage — and surfaces items your current process might be overlooking.

One-Click CPA Export

Export a fully formatted tax package — Schedule E worksheets, depreciation schedules, and expense summaries — ready for your accountant to review or file.

Tax Reporting
  • Year-end tax summary generated automatically — no data entry required
  • Deductions broken down by category: depreciation, interest, repairs, and more
  • Estimated tax liability and savings calculated in real time throughout the year
  • Schedule E line items pre-populated from your expense and income data
  • Depreciation schedules maintained and updated automatically every year
  • CPA-shareable reports reduce billable hours and filing errors
  • Supports multiple entities: LLCs, S-corps, sole proprietorships

Stop dreading tax season

Every feature in RealBooks is purpose-built for the way real estate investors actually work — not adapted from generic accounting software.

$18K+

avg. tax savings
per investor

1,000+

investors
nationwide

5 min

avg. weekly
bookkeeping time

Tax season starts now, not in April

The investors who save the most on taxes are tracking deductions all year long — not scrambling in March. Start with RealBooks today.