Accounting firm for real estate investment companies (SCI)
What is an accounting firm for an SCI?
Approach and commitments
An accountant for an SCI supports partners in the accounting, tax, and wealth management of their real estate investment company, from its creation through its evolution.
Our accounting firm for SCIs brings rigor, availability, and foresight to your real estate assets, to simplify your administrative tasks and secure your tax decisions.
You benefit from support tailored to your family or investment SCI, with a dedicated contact person, in compliance with professional standards, ethics, and our independence.
Areas of expertise
We intervene at every stage of managing your SCI, with a focus on compliance, tax deadlines, and the interests of the partners.
• Bookkeeping: recording transactions, monitoring real estate company (SCI) accounts, preparing annual financial statements, and verifying supporting documents.
• Financial management: preparing form 2072 for pass-through real estate companies (SCI à l’IR), form 2065 for corporate real estate companies (SCI à l’IS), and tax returns.
• Tax planning: analyzing the most suitable tax regime for your project, unfurnished rentals, property income, and wealth management goals.
• Legal support: advising on incorporation, selecting bylaws, structuring partner equity, and initial tax elections.
• Income optimization: tracking partner current accounts, distributing earnings, and preparing the information required for collective decision-making.
• Tax optimization: evaluating strategies tailored to your situation to manage the tax burden on your real estate investment.
• Strategic guidance: support for your real estate decisions, wealth development, and the evolution of your SCI.
What tools do accounting firms use to support partners and their real estate investment companies (SCI)?
An accounting firm specializing in SCIs uses secure solutions, such as Pennylane, to centralize your documents, track real estate cash flows, and prepare your accounting filings. These tools simplify the submission of supporting documents, expense tracking, and access to data relevant to your company.
These platforms improve communication between the firm and the partners, while ensuring you have an up-to-date view of your SCI. You save time on administrative tasks and have reliable information at your fingertips for your real estate decisions.
What are the costs and timelines for accounting services for an SCI?
Costs
The fees for an accounting firm for an SCI vary depending on the chosen tax regime, the volume of transactions, the number of properties held, and the partners' requirements. A personalized quote is provided after reviewing your real estate investment company and its obligations.
Our packages can cover bookkeeping, 2072 or 2065 tax returns, annual accounts, and tax advice, with ad hoc services for SCI formation or wealth planning. Our rates are clearly presented so you can anticipate the cost of your support.
Duration
The duration of our involvement depends on the level of support chosen for your SCI.
Recurring tasks, such as bookkeeping and tax filings, take place throughout the fiscal year, while support for formation or choosing between personal or corporate income tax can be completed in a few weeks.
We schedule key deadlines and keep you regularly informed of the progress of your file, ensuring reliable and timely management of your SCI. We provide long-term support that evolves alongside your real estate portfolio.
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Our team is here to answer your questions and offer a solution adapted to your needs.
Feel free to reach out to us for an initial consultation or a quote request.