Real Estate Tax Tools™
Tools built by CPAs & Certified AI Consultants to help STR hosts and rental investors get tax clarity fast.
Why These Tools Exist
Real estate tax rules are complex — especially STR rules, REPS, material participation, cost segregation, bonus depreciation.
Most investors feel confused because the IRS guidance is long, technical, and full of exceptions.
These AI-powered tools simplify the rules so you can make confident decisions without the overwhelm.
Categories
STR Tools
Understand STR status, average stay tests, personal use rules, and Schedule E/C classification.
STR Qualification Analyzer™Average Stay & Services TestSchedule C vs E guidancePersonal Use Days Test
Material Participation Tools
Evaluate IRS participation tests and strengthen your hour documentation.
Material Participation Analyzer (Standard)™Material Participation Analyzer Pro™Hour log templates & guidance
Advanced Tax Tools
(Coming Soon)Cost segregation, bonus depreciation, entity guidance, and more.
• Cost Seg Planner
• Augusta Rule HelperFeatured Tool: Material Participation Analyzer Suite™
This suite combines the Standard Material Participation Analyzer with the Pro hour-log analysis so you can:
Check whether you likely meet the 500-hour, 100-hour + more-than-anyone-else, or substantially-all tests
See how your hours compare to property managers, contractors, and cleaners
Identify weak spots in your log before the IRS does
Strengthen your documentation with AI-powered task description suggestions
Ideal for high-income W-2 earners, STR hosts, and serious rental investors who can’t afford to guess.
CURRENT TOOLS
STR Qualification Analyzer™
Quickly test whether your property is treated as a short-term rental under IRS rules and whether it falls into STR non-rental activity vs standard rental. Includes average stay tests, services analysis, and clear “what this means” guidance
Material Participation Analyzer (Standard)
Enter your hours by role (you, spouse, property manager, contractors, cleaners, others) and get a simple, plain-English evaluation of the three main IRS material participation tests. Designed for one activity at a time (one STR or one LTR, or a properly grouped set).
Material Participation Analyzer PRO
Upload a detailed hour log (CSV/XLSX) and let the tool classify each task, flag weak descriptions, highlight audit-risk patterns, and calculate your qualifying vs non-qualifying hours. Includes third-party hour summaries and documentation quality scoring.
Coming Soon to the Real Estate Tax Tools™ Hub
Over the next few months, this hub will expand to include:
Cost Seg & Bonus Depreciation Planner
1031 Exchange Timing Helper
Capital Gains Estimator for property sales
Augusta Rule Planner
AI Bookkeeper Pro™ for STR and rental bookkeeping
As new tools launch, they’ll be added here first.
Frequently Asked Questions
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No. None of these tools require SSNs, bank info, or full tax returns. You can label properties as “STR #1,” “Rental A,” etc., and use titles like “Cleaner 1” or “Contractor A” instead of real names.
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No. Hour logs are used for analysis during your session. You should always download or save your reports on your own device if you want to keep them. Treat this as a planning tool, not a permanent record system.
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Yes. The tools are built for investors who may not know the code sections by heart. You’ll see clear explanations, not just “yes/no” outputs. If you can answer questions about your property and hours, you can use these tools.
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No. These tools are designed by a CPA to support planning — not to replace professional advice. Final decisions on reporting should always be made with your tax advisor, especially when the facts are complex.
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If you have multiple entities, large portfolios, or unusual facts, the tools will still provide useful direction, but you may need a custom consultation to finalize your position. The outputs will actually make that conversation more efficient.