You get clear answers, fast responses, and a real pro who understands how real estate businesses operate. Many clients treat us like an unofficial CFO - because we help you see what the numbers mean and what to do next.
Year-end tax package and clean supporting documentation
Real Estate Financial Support FAQs
Both.
Property-level tracking is the default when you need real clarity (and lender-ready reporting). But we can also keep your books organized by entity if needed.
Absolutely.
That’s a common reason clients hire us: cleanup + lender-ready statements + consistent monthly closes.
Yes.
Those fee types need clean categorization so your income is accurate.
Of Course.
We coordinate the reporting and documentation so depreciation strategy stays aligned with your books.
Yes.
We help keep your records organized and your reporting consistent to support the process.
Yes.
Especially for teams with onsite staff and recurring compliance needs.
Ready for clean books and faster financing?
Let’s get your real estate finances organized, lender-ready, and tax-smart - without the back-and-forth.
"I’ve had the pleasure of working with Mason at Preston Financial Group for over 7 years, and I can confidently say he is the best accountant I’ve ever worked with. His professionalism, deep knowledge, and attention to detail have consistently exceeded my expectations year after year."
Lori Trombley
Co-Owner
BCS Service Pros
Preston Financial Group Helped Us Grow Our Business.
"We’ve had an excellent experience with Preston Financial Group over the past four years. Mason is incredibly knowledgeable and consistently takes the time to explain things in a clear and understandable way. He’s always professional, approachable, and genuinely helpful."
Anahita Tabrizi
Director
Kids Lodge Montessori
Accounting You Can Trust.
"I’ve been working with Mason at Preston Financial Group for a few years now, and at this point, I can’t imagine trusting anyone else with our taxes. Before him, I always felt a little in the dark—like I was constantly reacting to tax season instead of understanding what was going on. Mason changed that for us.
He’s incredibly patient. Explains things clearly without ever talking down to you, which I really value. Our situation isn’t the easiest—personal taxes, a business, a couple of rental properties in North DFW, and filing as an S-corp—but he’s been able to handle all of it with ease. Or at least, he makes it look easy. I know there’s a lot going on behind the scenes."
Jason Rutel
Owner
Creative Nomads
They Handle The Numbers So We Can Focus on Excellent Service for Our Customers.
"Awesome group for business accounting and tax services. They always respond quickly and are great to work with. Let them handle the numbers and taxes so you can focus on your customers as they do. A recipe for success includes Preston Financial Group."
Jeff Upchurch
Owner
The Sandwich Spot, Frisco
Our Contractor Business is Booming Because of Preston Financial.
"A truly amazing partner. They go above and beyond to address our financial concerns and provide solutions that are to the point and practical. We're very happy working with them and would definitely recommend their services"
Ikbal Biniyaz
Owner
DPS 360, LLC
Best Accounting Team Ever!
"I’ve worked with Mason and Preston Financial Group since 2014, and they’ve been instrumental in managing all aspects of my financial life. From tax planning and preparation to complex financial decisions, Mason brings clarity, expertise, and genuine care to everything he does.
His professionalism, attention to detail, and responsiveness set him apart. I trust him completely, and thanks to his guidance, I’ve saved time, reduced stress, and made smarter financial choices."
Babak Aria
Owner
Buttermilk Cafe & Bakery
Preston Financial Group is an experienced accounting firm that offers a wide range of services to meet the financial needs of businesses and individuals.
