Book a New Client Introduction. Or call 323-463-2600.
lavicpa is an independent CPA firm and is not affiliated with, endorsed by, or sponsored by DoorLoop. DoorLoop® is a trademark of its respective owner.
See the cluster hub: property management software and your CPA.
DoorLoop reports and what a CPA needs
DoorLoop owner reports are source documents, not a finished tax return. A CPA maps rents, expenses, fees, and capital items to Schedule E or Form 8825 for the right entity. lavicpa helps landlords and investors who use DoorLoop with that tax work and with real-estate planning.
Useful packages usually include property-level income and expense totals for the tax year, fee detail, and enough labels to match each property to an LLC or individual owner. Categories still need review before they become return lines.
A simple send-list for tax season
Provide property-level income and expense reports for the tax year, note which properties sit in which LLC or partnership, and add mortgage Form 1098s, property tax bills, and prior returns. Clear labels save time. DoorLoop itself does not file your IRS forms.
Checklist:
1. Property-level income and expense reports for the tax year 2. Fee and other activity detail if included in your usual exports 3. Mortgage Form 1098s 4. Property tax bills 5. Prior returns (and K-1s if any) 6. Entity labels for each property
If your manager runs DoorLoop
Ask for the owner package you are entitled to as the owner. You do not need to become the PM’s bookkeeper.
Request year-end (or YTD) income and expense by property, plus any owner statement they already produce. Add your own 1098s, property tax bills, and entity list. That is enough to start a New Client Introduction.
Schedule E, Form 8825, and multiple LLCs
Software properties must map to tax entities.
- Individual landlords often report on Schedule E.
- Partnerships and many multi-member LLCs use Form 8825 and issue K-1s.
- Adding an LLC mid-year means the export package should show which doors moved where.
Owner draws on DoorLoop summaries still need the same translation as other PM platforms. Cash to the owner is not the Schedule E total. Management fees, repairs versus improvements, and deposits or reserves are the usual review items before forms are final.
When you add an LLC, update the property-to-entity labels in the package you send. DoorLoop can hold several doors under one login. The return still follows legal ownership.
Beyond April (planning links)
The same DoorLoop facts support planning before and after filing season.
Bring questions about entities and upcoming sales to the intro. DoorLoop reports explain activity. Planning still needs facts about basis, debt, and timing that live outside the software. Year-round engagement matters most when a sale, refinance, or new LLC is already on the calendar.
How lavicpa fits (and what we do not sell here)
Owner-side tax prep and real-estate planning from DoorLoop reports. That is the offer on this page.
Not the hero offer here:
- DoorLoop setup or implementation consulting
- Full books for a property-management company as the main product
- Any affiliation claim with DoorLoop
First tax season on DoorLoop is a common moment. A prior CPA may ask for QuickBooks while you only have DoorLoop reports. That is enough to start if the package is labeled by property and entity. You do not need to rebuild history in another system before the intro.
Smaller portfolios and light PM setups are welcome. The offer on this page is still owner-side tax and planning, not a software implementation project.
If you are comparing DoorLoop to Buildium or AppFolio for operations, the CPA question stays the same: can we work from clean owner reports, and can we plan 1031 and cost segregation when those events arrive? Brand pages for those stacks sit beside this one on the hub.
Sibling pages: AppFolio CPA for landlords, Yardi Breeze CPA for investors, Buildium CPA for landlords. Hub: PM software and your CPA.
Book a New Client Introduction
1. Schedule a New Client Introduction. 2. Or call 323-463-2600. 3. Bring DoorLoop reports, 1098s, property tax bills, prior returns, and your entity map.
Shawn Lavi, CPA will walk the package in plain language and outline tax and planning scope.