Some households also hold assets on larger Voyager-managed portfolios. The tax job is the same idea with different export shapes.
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 Yardi Systems, Inc. Yardi®, Yardi Breeze®, and Voyager® are trademarks of their respective owners.
See also the hub: property management software and your CPA.
Yardi for owners vs Yardi for property managers
Two different buyers search “Yardi” and “CPA.”
Owners and investors need Schedule E or Form 8825, entity clarity, and planning around sales, purchases, and depreciation. They bring owner reports and year-end packages.
Property-management companies often need staffed books inside Voyager or similar. That is a different product market.
If you run a PM firm looking for a full Yardi GL desk, this page is not the match. If you are an investor who gets Breeze (or Voyager) owner reports and needs a CPA, you are in the right place.
What Yardi Breeze reports help a CPA
Yardi Breeze owner reports are common source documents. They are not a finished return.
Helpful packages usually include:
- Owner statements for each property or ownership group
- Income and expense detail for the tax year
- Year-end owner packages your manager already distributes
A CPA still maps rents, management fees, reserves, and capital items onto Schedule E or Form 8825 for the correct entity. lavicpa works from those owner-side reports for tax prep and real-estate planning.
When Voyager shows up
Breeze is the primary owner-facing product we hear about from landlords. Some investors also have properties on Voyager-managed portfolios. The tax job does not change. You still translate owner reports into the right forms and plan ahead. We do not write a product comparison essay here.
If your household mixes Breeze properties with one Voyager-managed asset, treat each export set as its own source file and keep the entity map in one place. The forms still follow ownership, not the software brand on the cover page.
Translating owner reports into Schedule E or Form 8825
Owner draws are not taxable rental income by themselves.
Cash to the owner sits after collections, expenses, fees, and reserve movements. Taxable income and deductions come from the activity underneath. Fees, reserves, and capital versus repair classification are the usual translation work.
Entity mapping matters as much as the PDF:
- Single-owner rentals often land on Schedule E.
- Partnerships and many multi-member LLCs use Form 8825 and K-1s.
- One Yardi portfolio can span several tax entities. Label which doors belong where.
Investors sometimes arrive with a year-end PDF and a CPA request for a chart of accounts they do not control. That mismatch is normal when a manager runs Yardi and the owner only receives reports. Bring the owner package, not a rebuilt ledger.
Documents to gather from your manager
Ask your manager for an owner package. You should not need to rebuild their books. Prefer the same package they already send other owners at year end. Extra custom reports help only when they clarify entity splits or capital items.
Typical send-list:
1. Year-end (or YTD) owner statements by property 2. Income and expense detail for the tax year 3. Mortgage Form 1098s 4. Property tax bills 5. Prior returns and K-1s if any 6. Entity list (LLC, partnership, individual) tied to each property
Bring what you have to the New Client Introduction. Missing pieces can follow.
Planning beyond the year-end PDF
April is reporting. Planning uses the same facts earlier.
- 1031 exchange CPA when a sale is on the calendar
- Cost segregation when depreciation timing on a purchase or rehab matters
- Property tax appeals when assessed value needs its own review
- Real estate CPA Los Angeles for ongoing rental and entity work
When a sale or refinance is ahead, say so in the intro. Owner reports help show recent activity. Closing statements, debt balances, and depreciation schedules still drive 1031 and cost-segregation analysis. High-net-worth investors who only engage a CPA once a year often miss those windows.
How lavicpa works with Yardi investors
Scope on this page: tax prep and real-estate planning from your owner reports. Entities, Schedule E / Form 8825, 1031, cost segregation, and related owner-side work.
What we do not sell as the hero offer here:
- Outsourced Yardi accounting for a property-management company
- Staffing a Voyager GL for hundreds of managed doors
- Any claim that lavicpa is a Yardi partner or affiliate
Other software pages: AppFolio CPA for landlords, Buildium CPA for landlords, DoorLoop CPA for landlords. Hub: PM software and your CPA.
Book a New Client Introduction
1. Schedule at Calendly New Client Introduction. 2. Or call 323-463-2600. 3. Bring owner reports, 1098s, property tax bills, prior returns, and a short entity map if you have them.
Shawn Lavi, CPA will help you see what belongs in the return and what planning questions sit on top of the Yardi package.