Our Services

Given the unpredictable nature of the real estate market, companies that specialize in buying, selling, managing or developing property need a business partner that can help preserve financial integrity and offer valuable insights into the capital markets.

At Elliott Davis, our team of advisors draws from decades of experience in such disciplines as accounting, tax, advisory, banking, regulation and corporate finance to provide clear solutions for customers in the real estate business.

Elliott Davis helps commercial and residential real estate firms to:

• Meet financial reporting and tax compliance needs

• Proactively navigate the impact of ever-changing tax law

• Minimize tax impacts associated with buying and selling property

• Conduct tax credit modeling and cost segregation studies.

• Ensure all real estate transactions adhere to local, state, and federal tax codes.

• Provide industry specialized accounting support

• Optimize investment in IT infrastructure and business systems while reducing cybersecurity risk

Our Team

Bobbi Jo Lazarus

CPA
Shareholder
Real Estate Specialty Group Leader

Keith Williams

CPA
Principal

Matthew Madden

CPA
Shareholder

Cory Ouellette

CPA
Shareholder

Daniel E. Warren

CPA
Shareholder
Charlotte Market Leader

Kevin McAdams

CGMA, CPA
Shareholder

John H. Lunsford

CPA
Principal

More Team Members

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Additional Resources

Article

Digital Due Diligence: The Value for Private…

Jan 18th, 2022

Emerging and changing technologies introduce new risks and opportunities in the mergers and acquisition space. Capitalizing on these opportunities will give private equity firms additional…
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Article

Build Back Better Act – Tax Planning for an…

Dec 02nd, 2021

On November 19, 2021, the House of Representatives passed the Build Back Better Act (“the bill”) and sent it to the Senate. The bill’s future…
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Article

Things to consider in the wake of the…

Dec 15th, 2021

CVE-2021-44228 – aka Log4Shell is a critical zero-day vulnerability that requires immediate action to address for all businesses and individuals. After it was announced on…
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Contact Our Team

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