For CPA firms doing real estate tax planning
When a client sells a rental property, the tax bill is often six figures — and the moves that shrink it must be set up before closing. Vimseam watches your clients' property, alerts you in time, and hands you the ranked playbook.
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Maria Chen listed 4821 S Cedar St, Tacoma
ACTION AVAILABLEEstimated gain
$340,000
Tax if nothing done
~$95,000
Top option
1031
illustrative data
The seller talks to a real estate agent — who can't give tax advice — and closes the sale. The accountant finds out months later, when the documents arrive. By then the 1031 window has closed and the money is gone. Vimseam puts the decision back in front of you, in time to act.
01
Export names and addresses from your tax software. One-time setup, about twenty minutes.
02
Public county records link each client to the real estate they own — you confirm the matches.
03
When a client's property shows signs of selling, you get an alert while the tax moves are still on the table.
The tax decision usually surfaces months after closing, in front of the agent. Vimseam moves it to you, before the sale.
1031 exchange, installment sale, cost segregation, Opportunity Zone — each with whether it qualifies, the dollar impact, and the deadline.
A 1031 gives 45 days to identify and 180 to close. Vimseam counts from the closing date so nothing lapses silently.
The tool does the deterministic math and proposes options. You supply the client's rates and confirm every figure. It never gives advice in your place.
Every analysis prints to a clean one-page summary you can send straight to the client.
Starts from a client list you already export. No new system for your clients to log into.
Enter a property sale and see the do-nothing tax and every strategy ranked against it — with deadlines — in seconds. No setup required.
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