Accounting and tax for real estate in San Mateo, 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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San Mateo at a glance

• 188

  real estate firms with paid employees in the ZIP codes 94401, 94402 and 94403 that serve San Mateo

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

• 10%

  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)

• 9.5

  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 San Mateo real estate businesses

• City of San Mateo Business Tax Division (Finance Department)

  City business tax and licenses.

  Phone (650) 522-7113

  Official website

• San Mateo County Assessor (Assessor-County Clerk-Recorder)

  County property assessment.

  555 County Center 3rd floor Redwood City, CA 94063

  Phone (650) 363-4500

  Official website

• California Franchise Tax Board (income tax)

  State tax and revenue agency.

  Phone 800-852-5711

  Official website

• IRS Taxpayer Assistance Center - San Francisco

  Federal tax help in person.

  450 Golden Gate Ave., San Francisco, CA 94102

  Phone (415) 553-8990

  Official website

Census ZIP Code Business Patterns 2023 lists 188 real estate firms that pay employees in ZIP codes 94401, 94402 and 94403.

A landlord there deals with the City of San Mateo Business Tax Division (Finance Department), the city's local-tax office, and in San Mateo County, California, with the San Mateo County Assessor (Assessor-County Clerk-Recorder), which assesses property.

The California Franchise Tax Board (income tax) and IRS Taxpayer Assistance Center - San Francisco are the state and federal listings. Tucker estimates 9.5 property managers for each 10,000 returns filed in those ZIP codes.

A derived proxy puts 10% of returns at rental or royalty income. Brent coordinates property books with the owner's returns.

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