James P. Phelan CPA, PC. works with real estate developers, investors and operators; commercial and residential real estate professionals, and management companies on all aspects of real estate financial management. Maximizing tax benefits and wealth is the goal every step of the way -- through acquisition, development, holding, and selling. We offer numerous strategies and services that can help you both protect and expand your assets.


Specialized Services

  • Accounting and bookkeeping
  • Tax preparation, planning and consulting
  • Tax deferral transactions
  • Financial statement audits, reviews and compilations
  • Budgeting and cash flow projections
  • Return on investment calculations
  • Lease/ purchase calculations
  • Financing alternatives
  • Business entity structuring
  • Passive entity planning
  • Succession planning
  • Family estate planning