Accounting and tax for real estate in Monterey, delivered remotely

Sound familiar?

• You want a clearer picture of each property.

  Books kept property by property show what each one earns and costs — and carry straight through to your return.

• Properties held in partnerships or LLCs.

  Coordinate the returns and reporting required for your properties and entities with your individual tax return.

• A purchase, sale or refinance is coming.

  The tax effect of a transaction is best understood before it closes, not after. Talk it through with Brent while the choices are still open.

Your situation isn’t on this list? Tell us about it — every engagement starts with a conversation.

How we help.

• Monthly accounting

  Property-level books, reconciled and reported.

• Individual returns with rental properties

  Federal and state, rental activity included.

Services and starting prices.

• 01

  Tax Preparation

  From $300

  Individual returns (federal and one state) from $300; business returns from $750.

• 02

  Accounting + Tax + Planning

  From $900/mo

  Monthly accounting and reporting, business and owner tax returns, proactive tax planning and year-round CPA access.

  Founding Client Rate: $825/month for your first 12 months when you engage by March 31, 2027. Terms

• 03

  Monthly Accounting

  From $400/mo

  Transaction categorization, account reconciliations, financial statements and regular accounting support.

Starting prices. Your scope and price are agreed in writing before work begins.

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Monterey at a glance

• 96

  real estate firms with paid employees in the ZIP codes 93940, 93943 and 93944 that serve Monterey

  Source: U.S. Census Bureau, ZIP Code Business Patterns 2023

• 13%

  share of returns with rental or royalty income (proxy)

  Source: derived by Tucker from IRS Statistics of Income ZIP code data, tax year 2022 (returns filed from the place’s ZIP codes, a proxy for the place)

• 17.4

  property managers per 10,000 tax returns filed in its ZIP codes

  Source: derived by Tucker from Census ZIP Code Business Patterns 2023 and IRS Statistics of Income ZIP code data, tax year 2022

Tax offices for Monterey real estate businesses

• City of Monterey Finance - Business License

  City business tax and licenses.

  580 Pacific Street | Monterey, CA 93940

  Phone (831) 646-3944

  Official website

• County of Monterey Treasurer-Tax Collector

  County property tax collection.

  168 West Alisal Street 1st Floor Salinas, California 93901

  Phone (831) 755-5057

  Official website

• California Franchise Tax Board (income tax)

  State tax and revenue agency.

  Phone 800-852-5711

  Official website

• IRS Taxpayer Assistance Center - Salinas

  Federal tax help in person.

  928 East Blanco Rd., Suite 265A, Salinas, CA 93901

  Phone (831) 753-6895

  Official website

County of Monterey Treasurer-Tax Collector collects property tax in Monterey County, California, and City of Monterey Finance - Business License is the city's office for local taxes.

The page also lists California Franchise Tax Board (income tax) and IRS Taxpayer Assistance Center - Salinas.

As a rough proxy, an estimate Tucker derived from IRS Statistics of Income ZIP code data puts 13% of the returns filed from the ZIP codes that serve Monterey at rental or royalty income.

A second estimate is 17.4 property managers per 10,000 tax returns filed in those ZIP codes. Brent Tucker, CPA, reconciles property manager statements into the monthly books and carries the results into the owner's return.

Source: each office's official website, checked October 16, 2026.