The rental property investor bundle: run your rentals and plan your taxes
This rental property investor bundle pairs the system for running your properties with the tool for projecting what you’ll owe. Rentals create tax consequences most investors don’t see until April. However, with both tools together, you can make decisions with the tax impact in view, and save compared with buying each one separately.
Thank you for reading this post, don’t forget to subscribe!Who it’s for
Landlords and small real estate investors with one to ten properties.
What the rental property investor bundle helps you do
- Analyze a property before you buy: cash flow, cap rate, and cash-on-cash return.
- Track income and expenses the way Schedule E reports them.
- Calculate depreciation for each property and improvement.
- Project your total tax bill and compare scenarios before year-end.
What’s included
- Rental Property Investor Kit: the investor workbook and guide.
- Tax Projection Workbook: a full federal tax projection with three side-by-side scenarios.
How it works
First, set up each property and log rents and expenses through the year. The workbook then builds your Schedule E summary and depreciation. Next, carry the net rental income into the tax projection. Finally, test moves like timing repairs or a large improvement before December 31.
Why investors plan ahead
Depreciation, passive loss limits, and repairs-versus-improvements rules all change your bill. The IRS explains them in Publication 527, Residential Rental Property. Only need the rental tools? See the Rental Property Investor Kit on its own.
Want LNS to prepare your rental returns? Work with us.
Instant download. Requires Excel 2016 or newer (or Microsoft 365). Planning tools only; not tax or investment advice.