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“@type”: “ProfessionalService”,
“name”: “KDA Inc. u2014 Real Estate CPA San Bernardino”,
“description”: “Specialized real estate CPA services for San Bernardino, California investors. Cost segregation, 1031 exchanges, REPS, STR loophole, and entity structuring.”,
“url”: “https://kdainc.com/real-estate-cpa-san-bernardino-ca”,
“telephone”: “+1-800-KDA-TAXES”,
“areaServed”: {
“@type”: “City”,
“name”: “San Bernardino”,
“containedInPlace”: {
“@type”: “State”,
“name”: “California”
},
“postalCode”: “92401”
},
“serviceType”: [
“Real Estate CPA”,
“Cost Segregation Analysis”,
“1031 Exchange Planning”,
“Real Estate Professional Status Qualification”,
“Short-Term Rental Tax Strategy”,
“Real Estate Entity Structuring”
],
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“name”: “Real Estate Tax Services”,
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“@type”: “Service”,
“name”: “Cost Segregation Study”
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“itemOffered”: {
“@type”: “Service”,
“name”: “1031 Exchange Planning”
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{
“@type”: “Offer”,
“itemOffered”: {
“@type”: “Service”,
“name”: “REPS Qualification”
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“itemOffered”: {
“@type”: “Service”,
“name”: “STR Loophole Strategy”
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“Real Estate Tax Strategy”,
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{
“@type”: “Question”,
“name”: “What is a Delaware Statutory Trust (DST) and how does it work in a 1031 exchange?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “A Delaware Statutory Trust (DST) is a passive real estate investment structure that qualifies as like-kind property for 1031 exchange purposes. DSTs allow investors to exchange out of an active rental property and into a fractional ownership interest in institutional-grade real estate (apartment complexes, medical offices, industrial facilities) without the management responsibilities. For San Bernardino investors who want to defer taxes but exit active management, a DST 1031 exchange is an ideal solution. KDA’s team will explain the DST options available and their tax implications.”
}
}, {
“@type”: “Question”,
“name”: “What records should I keep for my rental properties?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “Good records are your first line of defense in an IRS audit. For San Bernardino rental property owners, the most critical records are: basis documentation (to calculate gain on sale), depreciation schedules (to track accumulated depreciation and recapture), expense receipts (to support deductions), and time logs (for REPS or STR loophole claims). KDA’s real estate CPA team provides clients with a complete record-keeping framework and conducts annual reviews to ensure your documentation is audit-ready.”
}
}, {
“@type”: “Question”,
“name”: “Do I need a specialized real estate CPA or will any CPA do?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “The IRS tax code contains hundreds of provisions specifically designed for real estate investors. A general CPA may know 10–20% of them. A real estate CPA at KDA knows all of them and applies them proactively to your portfolio. In San Bernardino’s competitive real estate market, the investors who win long-term are the ones with the best tax strategy — and that requires a specialist.”
}
}, {
“@type”: “Question”,
“name”: “What is the tax treatment of real estate professional fees and commissions?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “For San Bernardino real estate investors, the tax treatment of transaction costs depends on timing. Buying costs (agent commissions, title insurance, attorney fees, inspection fees) increase your basis — they reduce your gain when you eventually sell. Selling costs (agent commissions, closing costs, transfer taxes) reduce your amount realized — they directly reduce your taxable gain in the year of sale. Annual property management fees are currently deductible as rental expenses. KDA’s team will ensure every transaction cost is properly captured and applied to minimize your tax liability.”
}
}, {
“@type”: “Question”,
“name”: “Can a married couple use Real Estate Professional Status if only one spouse qualifies?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “One spouse qualifying for REPS is sufficient for the couple to benefit on a joint return. The qualifying spouse must individually meet both tests — 750+ hours in real property activities and majority of working time in real property. The non-qualifying spouse’s W-2 income can then be offset by the REPS spouse’s rental losses. For San Bernardino couples where one partner manages the real estate portfolio full-time, this is one of the most powerful tax strategies available. KDA will document the qualifying spouse’s hours and activities to support the REPS election.”
}
}, {
“@type”: “Question”,
“name”: “Can I do a 1031 exchange on a short-term rental property?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “Short-term rentals can qualify for 1031 exchanges, but the IRS applies additional scrutiny. Revenue Procedure 2008-16 provides a safe harbor: hold the property for 24 months, rent it at fair market value for at least 14 days in each 12-month period, and limit personal use to 14 days or 10% of rental days. If your San Bernardino STR meets these criteria, you can exchange it for any like-kind investment property — including a long-term rental, commercial property, or another STR. KDA will verify your eligibility and structure the exchange correctly.”
}
}, {
“@type”: “Question”,
“name”: “What is the tax treatment of real estate options?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “Real estate options create unique tax planning opportunities for San Bernardino investors. A lease-option (rent-to-own) arrangement, for example, can be structured so that option payments are treated as rent (ordinary income to the landlord, not deductible to the tenant) or as option premiums (deferred income to the landlord, added to basis by the tenant). The optimal structure depends on both parties’ tax situations. KDA’s San Bernardino real estate CPA team will analyze the tax treatment of your real estate option transactions and structure them for maximum tax efficiency.”
}
}, {
“@type”: “Question”,
“name”: “What is California’s real estate withholding requirement?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “California’s 3.33% real estate withholding is a significant consideration for San Bernardino property sales. The withholding applies to the GROSS sales price — not the gain — meaning on a $1M sale, $33,300 is withheld regardless of your actual tax liability. For investors doing a 1031 exchange, this withholding must be avoided entirely (using FTB Form 593-E) or it will reduce your exchange proceeds and potentially trigger taxable ‘boot.’ KDA’s San Bernardino real estate CPA team will prepare all required withholding certificates and coordinate with your escrow officer.”
}
}, {
“@type”: “Question”,
“name”: “What is a 1031 exchange and how can a CPA help me use it?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “A 1031 exchange is the most powerful wealth-building tool available to real estate investors. By deferring capital gains and depreciation recapture, you keep 100% of your equity working for you instead of paying 20–37% to the IRS. KDA’s San Bernardino team coordinates every aspect of your 1031 exchange — identifying replacement properties, working with qualified intermediaries, meeting the 45-day identification and 180-day closing deadlines, and ensuring full compliance with IRS requirements.”
}
}, {
“@type”: “Question”,
“name”: “How do I handle mixed-use property (part personal, part rental) for tax purposes?”,
“acceptedAnswer”: {
“@type”: “Answer”,
“text”: “House hacking — living in one unit of a multi-unit property and renting the others — is a popular strategy for San Bernardino real estate investors. The tax treatment: you allocate income and expenses between personal use (your unit) and rental use (tenant units) based on square footage or unit count. The rental portion generates full deductions including depreciation. When you sell, the rental portion is subject to capital gains and depreciation recapture; the personal portion may qualify for the Section 121 exclusion. KDA’s team will optimize your house hacking tax strategy.”
}
}
]
}