Book a consultation. Or call 323-463-2600.
Each software page below covers that platform's reports in more detail.
LaviCPA is an independent CPA firm and is not affiliated with, endorsed by, or sponsored by AppFolio, Yardi, Buildium, DoorLoop, Rent Manager, TenantCloud, or their parent companies. All product names are trademarks of their respective owners.
Owner statements are not a tax return
Owner statements show cash movement and activity summaries. They are not a filed return.
The owner draw is usually not taxable rental income by itself. Collections, management fees, reserve transfers, and capital items sit between the deposit and the tax forms. A CPA reconciles those pieces, then reports on Schedule E or Form 8825 for the right entity.
You usually need a CPA who can work from the owner statements and exports your software (or your manager) already produces. Formal integrations are optional. Accurate translation into Schedule E or Form 8825, plus entity and planning work, is the core job. LaviCPA works with landlords and investors this way across common PM platforms.
Software we commonly see from landlords
Common ones include AppFolio, Yardi Breeze, Buildium, DoorLoop, Rent Manager, and TenantCloud. The brand matters less than clean owner reports, the right entity map, and year-round real-estate tax planning. LaviCPA is not affiliated with or endorsed by these vendors.
These notes aren't a ranking of the software.
If your manager uses more than one platform across your portfolio, that is fine. Bring each owner package and one entity map. Start with the page for the platform you use most.
AppFolio
AppFolio owner statements are a frequent tax-season package for landlords whose managers run Property Manager. Deep page: AppFolio CPA for landlords.
Yardi Breeze
Yardi Breeze owner reports are common for investors. Voyager may appear when a larger manager is in the mix. Deep page: Yardi Breeze CPA for investors.
Buildium
Buildium exports and owner reports support Schedule E and Form 8825 work for self-managed and managed portfolios. Deep page: Buildium CPA for landlords.
DoorLoop
DoorLoop reports are another owner-side source set we see from landlords. Deep page: DoorLoop CPA for landlords.
Rent Manager
Same process as the brands above: owner reports and exports become tax inputs after reconciliation. Book a consultation and bring the owner package you already receive.
TenantCloud
Same owner-document process. Bring property-level income and expense reports, entity labels, and prior returns to the intro.
Schedule E, Form 8825, and multi-entity owners
Software portfolios often do not match tax entities one-for-one.
- Individual owners often use Schedule E.
- Partnerships and many multi-member LLCs use Form 8825 and K-1s.
- If one login holds properties for several LLCs, label the map before tax season.
The CPA job is to align the export with the entity that actually owns the asset. That step prevents mixed Schedule E / K-1 errors later. High-net-worth landlords with several LLCs, K-1s, and multi-state doors should bring the entity chart to the first intro — not just one PDF.
Planning that sits above the export
Exports explain what happened. Planning decides what to do next.
Year-round planning uses the same owner statements earlier in the year — for sale timing, depreciation, estimated taxes, and entity hygiene — instead of waiting until March when options are thinner.
What we do not claim
- We are not an “official partner” of any PM software vendor.
- We do not sell tax gimmicks or shortcut claims.
- We don't take over a property manager's general ledger for hundreds of doors.
Some firms sell full AppFolio or Yardi bookkeeping for management companies with large door counts. We focus on owner-side tax prep and planning from the statements you already receive.
Owners often ask whether the CPA must “connect” to the manager’s login. For most landlord engagements, no. You send the owner statements and exports you already receive. That keeps credentials with the people who run the software day to day.
Book a consultation
1. Schedule a consultation. 2. Or call 323-463-2600. 3. Bring owner statements or exports, 1098s, property tax bills, prior returns, and a short entity list.
Tell us which software your manager (or you) use. We will start from those documents. Remote intros are available. Bring what you have. Missing 1098s or prior returns can follow after the call.