Tax Services Focused on Real Estate Investors

We offer tax and accounting services exclusively for real estate investors and agents. Better yet, our ownership has hands on experience personally investing in real estate. The result? Financial services based on REAL experience, tailored to your unique financial goals as an investor. We’re here to help whether you’re a W-2 employee, self-employed, or already doing real estate full time.

Our Services

Tax Preparation & Planning

Get us on your real estate investment team. We prepare your partnership, S-Corp, and individual tax returns. We also make ourselves available year-round for your tax planning and strategy questions. Navigate complex real estate issues from 1031 exchanges to real estate professional status, short-term rentals, cost segregations, S-Corps, payroll and more.

1099 Filing

Not sure where to start with 1099 filing? Avoid heavy penalties and interest from the IRS with a simple and reasonably priced service. We file 1099s for your vendor and contractor payments annually so you don’t have to. Provide us with the details and we’ll take care of the rest.

Investor Consulting

We’ve scaled a real estate portfolio, and we provide customized services to help you do the same. We’ll help you implement bookkeeping and property management software, draft business plans, identify key performance indicators, search for creative financing, advise on lease issues and more.

Schedule your appointment

Book a free one-on-one appointment with Hoboken Financial to discuss one of our services. You’ll walk away from every call with a clear scope and price. We have a “no pressure” sales mentality because we prioritize long-term relationships with clients who are a good fit for what we offer. Key tax deadlines are the only reason we become time-sensitive in our business. Check those out on the calendar and feel free to book your appointment.

Key Tax Dates

Who we are

We have experience building a real estate investment business and our financial services are designed to help you do the same. With remote services offered throughout the country, Hoboken Financial Services aspires to be a key part of every real estate team with offerings that allow investors and agents to make informed decisions while running their businesses.

Hoboken Financial is run by a former Big Four CPA. Our goal is to offer services based on this expertise, but in a format that’s more available to investors and agents of all sizes.

To put it simply, we strive for Wall Street quality but Main Street accessibility and pricing. This objective is the inspiration of our namesake, Hoboken—a small New Jersey town fit for everyday families but with a beautiful view of everything New York City has to offer.

Skyline of New York City with One World Trade Center, viewed from a suburban neighborhood with houses and trees.

Real estate is what we do.

Real Estate Owned by Our Clients

Estimated investment property doors owned by our clients