Find a real estate CPA Dallas investors rely on: 10 DFW firms compared for rentals, syndications and development, from cost segregation to 1031 planning.
Dallas-Fort Worth investors own everything from single-family rentals in Collin County to multifamily syndications and Uptown office buildings. The right real estate CPA Dallas investors hire knows depreciation, passive loss rules, partnership allocations and how to time a sale or 1031 exchange, not just how to file a return.
Texas has no state personal income tax, so most of your planning is federal. Entities can still owe the Texas franchise tax, and property taxes are a real cost of ownership. On the federal side, the One Big Beautiful Bill Act restored 100% bonus depreciation permanently for qualifying property acquired after January 19, 2025, which makes cost segregation and good fixed asset records worth more.
We chose these 10 firms because each has a Dallas-area office shown on its own site and a real estate practice or investor focus. The list mixes regional firms with real estate groups, one national firm and smaller investor-focused practices. For firms that work nationwide, see our list of real estate CPA firms for investors.
Dallas Real Estate CPA Firms At A Glance
Company
Headquarters
Best For
Standout
Whitley Penn
Texas, offices in Dallas and Plano
Funds, developers and REITs
Real estate fund administration
Weaver
Houston, office in Dallas
Owners and developers needing broad tax help
70 years serving real estate
Lane Gorman Trubitt
Dallas
Construction and real estate companies
Founded 1950, in-house cost segregation
Grant Thornton
National, office in Dallas
Large institutional real estate firms
National real estate tax practice
Haynie & Company
Multi-state, office in Dallas
Investors wanting cost seg and 1031 planning
Real estate and investment fund groups
Patten and Company
Dallas
Local investors wanting regular planning
40+ years of experience
Gurian CPA
Addison
Investors, developers and brokers
Bookkeeping through CPA-level support
SDO CPA
Duncanville
Syndicators and real estate funds
K-1, waterfall and REIT compliance work
Robert J. Gonzalez, CPA, PC
Plano
Foreign and non-resident owners
Non-resident property owner services
Syd The CPA
Dallas-Fort Worth
Agents and newer investors
Real estate bookkeeping plus tax
Best Real Estate CPA Firms In Dallas In 2027
1. Whitley Penn — Real Estate Audit, Tax And Fund Administration
Whitley Penn is a Texas accounting firm with offices on Douglas Avenue in Dallas and in Plano, plus Fort Worth, Houston, Austin and San Antonio. Its real estate group audits developers, joint ventures, investment funds and master planned communities, and provides REIT reporting and tax compliance for REITs with up to $1 billion in assets.
On the tax side, it advises on acquiring, managing and selling property, including 1031 exchanges, Qualified Opportunity Zones and cost segregation. Its fund administration team handles investor reporting and distribution waterfall calculations, and outsourced accounting covers CAM reconciliations and tenant invoicing.
Team members belong to NCREIF, CREW and NAIOP, and the firm is a member of the HLB international network.
Best for: Dallas fund sponsors, developers and REITs that want audit, tax and fund administration under one roof.
2. Weaver — Texas Real Estate Practice With A Dallas Office
Weaver is headquartered in Houston and has a Dallas office in Victory Park at 2300 North Field Street. It describes itself as a top 35 accounting firm and says it has served the real estate industry for 70 years.
Its real estate clients include developers, owners and operators of commercial and residential property, master planned communities, REITs, investment funds, homebuilders and property managers. Services include cost segregation and energy tax consulting, like-kind exchange planning, rehabilitation and low-income housing credit planning, lease audits and acquisition due diligence.
That breadth suits owners who need more than return preparation, such as a developer weighing tax credits on a new project.
Best for: Owners and developers who want a large Texas firm with deep real estate tax services.
3. Lane Gorman Trubitt — Dallas Firm Since 1950 With In-House Cost Segregation
Lane Gorman Trubitt (LGT) was founded in 1950 and is based on Howell Street in Dallas. Its Construction and Real Estate group is led by partner Lance Trammell, CPA.
The group’s tax work covers compliance (income, franchise, sales, estate and gift), proactive planning, accounting methods, cost segregation studies and state and local tax. It also offers due diligence, succession and estate planning, and controller support for companies without a full accounting team.
LGT is a member of PrimeGlobal, an association of independent accounting firms. It fits family-owned real estate and construction businesses that want a long-standing Dallas firm.
Best for: Dallas real estate and construction companies that want cost segregation and franchise tax help from the same firm.
4. Grant Thornton — National Real Estate Tax Practice In Downtown Dallas
Grant Thornton is a national audit, tax and advisory firm with a Dallas office at 500 N. Akard. Its construction and real estate practice serves owners, developers, property managers and REITs.
The firm highlights tax depreciation work, including a case study in which real-time analysis helped a real estate investment firm accelerate about $100 million of deductions a year. It also offers valuation, transaction advisory and audit services for private and public real estate companies.
It is built for institutional investors and larger operators, not individual landlords.
Best for: Institutional real estate companies and REITs that need a national firm with a Dallas team.
5. Haynie & Company — Multi-State Firm With A Dallas Real Estate Practice
Haynie & Company has a Dallas office at 12222 Merit Drive and locations in several states. Its real estate practice looks at depreciation methods, entity structures and cost segregation opportunities, and it lists 1031 exchanges as a specialty area.
The firm also has a separate investment funds practice, which helps when you hold real estate through a fund or partnership as well as directly.
Haynie sits between the large national firms and local boutiques, which suits investors whose portfolios have outgrown a solo practitioner.
Best for: Growing investors who want cost segregation and 1031 planning from a mid-size firm.
6. Patten and Company — Dallas Investor Practice With More Than 40 Years Of Experience
Patten and Company is based on North Central Expressway in Dallas and cites more than 40 years of experience. Its real estate work covers tax strategy, entity and individual returns, transaction planning, investment analysis and cash flow management.
The firm recommends quarterly meetings, plus extra sessions before a major purchase or sale. Its investor FAQ covers depreciation, 1031 exchanges, cost segregation and passive activity rules.
It emphasizes direct access to the CPAs who know your portfolio, which smaller investors often lose at larger firms.
Best for: Dallas investors who want a planning-led relationship with regular check-ins.
Gurian CPA is based on the Dallas Parkway in Addison and also serves Houston clients. Its real estate practice works with investors, developers and brokers on tax planning, 1031 exchange deferral and passive activity deductions.
It offers tiered support, from real estate bookkeeping through CPA-level planning, plus cash flow analysis, budgeting, business valuations and IRS problem resolution.
The tiered model works for a landlord who wants clean books first and planning second.
Best for: Investors and brokers who want bookkeeping and tax planning from one firm.
8. SDO CPA — Partnership And Syndication Tax For Real Estate Sponsors
SDO CPA is based in Duncanville, south of Dallas, and focuses its real estate practice on partnerships and sponsors. Services include partnership tax planning, K-1 preparation, capital account tracking, waterfall calculations, syndication structure (promotes, management fees and carried interest), REIT compliance testing and multi-state apportionment.
It coordinates engineering-based cost segregation studies and 1031 exchanges, including DST options for passive investors, and integrates with Yardi and AppFolio for property accounting.
Its published pricing starts at $25,000 a year, so it is aimed at sponsors and funds, not single-property owners.
Best for: Dallas syndicators and fund sponsors with investor reporting needs.
Robert J. Gonzalez, CPA, PC is based on East Park Boulevard in Plano. The practice works with domestic and foreign real estate developers, investors, agents, brokers and property managers.
A distinct service line covers non-resident property owners, with outsourced accounting, tax compliance and consulting. That matters for foreign buyers of DFW rentals, who face different withholding and filing rules than U.S. owners. It also prepares rent rolls and lease analysis for property managers.
As a small practice, it offers direct access to the CPA.
Best for: Foreign and out-of-state investors who own DFW property.
10. Syd The CPA — Real Estate Bookkeeping And Tax For DFW Investors
Syd The CPA is led by Sydne McDade, a CPA with more than seven years of experience who serves the Dallas-Fort Worth area. Her real estate practice works with agents, developers, investors, property managers and builders.
Services include real estate bookkeeping, tax planning and preparation, financial statements, cash flow analysis, CFO services, audit assistance and 1031 exchange accounting. The firm offers a free 30-minute strategy session.
It is a good starting point for agents and newer investors who need organized books before advanced planning.
Best for: Real estate agents and early-stage investors in DFW.
How To Choose A Real Estate CPA In Dallas
Does The Firm Work With Investors Like You?
A firm that audits REITs may not suit a landlord with four rentals, and a solo practice may not handle a syndication. Ask about clients with similar property types and deal sizes.
Can The CPA Plan Around Passive Loss Rules?
Deductions from depreciation often hit the passive loss limits. Ask how the firm handles short-term rental treatment and real estate professional status, including time logs.
How Does The Firm Handle Cost Segregation?
With 100% bonus depreciation back, a cost segregation study can produce large first-year deductions. Ask whether the CPA coordinates studies and models the effect first. See our list of cost segregation firms in Texas.
Does It Cover Texas Entity Taxes?
There is no personal income tax, but LLCs and partnerships may have Texas franchise tax filings. Confirm the firm handles them along with your federal returns.
What Will It Cost?
Fees range from flat-fee returns for small landlords to annual retainers for sponsors. Get the scope in writing.
Frequently Asked Questions
Do I Need A Dallas-Based CPA?
Not necessarily, since most federal work can be done remotely. A local firm helps with Texas franchise tax, local property knowledge and in-person meetings.
Does Texas Tax Capital Gains From A Rental Sale?
Texas has no personal income tax, so individuals do not pay state income tax on the gain. Federal tax and depreciation recapture still apply.
Can A Dallas CPA Help With A 1031 Exchange?
Yes, with planning and reporting. The CPA cannot act as your qualified intermediary, so you will also need an independent intermediary.
Conclusion
The best real estate CPA in Dallas depends on your scale. Funds, developers and REITs fit Whitley Penn, Weaver, Grant Thornton or LGT. Sponsors with investor reporting fit SDO CPA, and individual investors may prefer Patten, Gurian, Haynie or a small practice. Investors with Houston property can also compare our Houston real estate CPA firms.
This article is general information, not tax or legal advice.
