Elite CPA Services for the Real Estate Industry

Looking for a CFO with institutional experience

Looking for a CFO with institutional experience and entrepreneurial execution?

Then you’re in the right place.

Here at Stonehan, we bring a unique combination of entrepreneurial and Big 4 institutional experience. We take pride in our ruthless attention to detail, professional skepticism, and relentless pursuit of opportunities that meet only the highest standards for financial performance.

We serve the real estate industry, family offices, private equity fund managers, and accredited investors.

From the Vault

Permanent 100 Percent Bonus Depreciation: What It Means for Real Estate Funds in 2025

A deep dive into permanent 100 percent bonus depreciation under the One Big Beautiful Bill. Learn how cost segregation, acquisition timing, and fund structure impact real estate funds in 2025. ...more

Investor Education

December 09, 20255 min read

Permanent 100 Percent Bonus Depreciation: What It Means for Real Estate Funds in 2025

Understanding the “One Big Beautiful Bill”: What Fund Managers Need to Know

A fund manager focused breakdown of the One Big Beautiful Bill. Learn how permanent bonus depreciation, Opportunity Zones, energy policy shifts, and tax incentives will affect real estate funds and pr... ...more

Investor Education

December 01, 20256 min read

Understanding the “One Big Beautiful Bill”: What Fund Managers Need to Know

The Tax Battle Plan: What Fund Managers Really Need From Their CPA

Fund managers don’t need another CPA to file history. They need a battle plan: a proactive roadmap that aligns fund docs, captures GP allocations, and protects credibility. ...more

Investor Education

October 22, 20256 min read

The Tax Battle Plan: What Fund Managers Really Need From Their CPA

Featured Podcast Appearance

James Bohan on The Christian Capitalist Podcast:

Hosted By Russell Gray

Fund managers, private equity leaders, and real estate GPs are not supposed to play by retail tax rules.

In this Podcast, CPA and fund CFO James Bohan breaks down how sophisticated investors and managers can legally make taxes “optional” using entity structuring, real estate, cash-flow driven equity, and values-aligned planning.

If you’re running capital, managing other people’s money, and care about both performance and principles (where your tax dollars actually go), this is your lane.

Seven Critical Factors Most CPAs Overlook

Seven Critical Factors Most CPAs Overlook

There’s a difference between working with a CPA and working with an entrepreneurial CFO focused on serving fellow entrepreneurs. At Stonehan we guide our clients by going beyond surface level investigation, into the nuances that only sophisticated investors can appreciate.

Services we offer

Accountancy

  • Outsourced CFO Support for Real Estate

  • Strategic Tax Advisory

  • Consolidated Financial Reporting

  • White Glove Tax and Accounting

  • Ongoing Compliance

  • Back Office Support

Real Estate Private Equity

Our private equity funds are focused on strategically selected assets in geographic locations that prove themselves despite our ruthless skepticism. We provide comprehensive financial oversight and institutional quality reporting for every asset in our portfolio.

Qualifications

  • Certified Public Accountant (CPA)

  • Master's in Real Estate Development

  • CFO with $1B of transactional experience

  • 4th Generation Real Estate Developer

  • Big 4 Experience

  • Series 7 (inactive)

What My Clients Are Saying...

Tyler Lyons, Chief Investment Officer
5 Stars Review

“James has been instrumental in driving our investment structures and initiatives to be the most tax-efficient possible. His experience as a private equity CFO has proved invaluable to us on our routine calls.”

Tyler Lyons, Chief Investment Officer

Ivan Matthew, Real Estate Developer
5 Stars Review

“Stonehan has worked closely with me over the years to deliver timely custom KPI reports and financial statements that help me get a whole picture of my real estate portfolio and tax position. Over the years James has become a trusted advisor to my family and takes care of our comprehensive tax strategy.”

Ivan Matthew, Real Estate Developer

Hunter Thompson, Founder, ASYM Capital
5 Stars Review

“After frustrating delays and a lack of professionalism from our prior tax preparer, working with Stonehan Accountancy has given us a great peace of mind to know that our investors are getting their K1s timely done by someone who cares, follows proper tax law, and has Big4 level experience.”

Hunter Thompson, Founder, ASYM Capital

Stonehan

Why Stonehan

As a CFO with both institutional and entrepreneurial experience, Stonehan has the unique ability to offer strategic, personalized, and forward-thinking financial solutions that resonate with real estate family offices and high-net-worth individuals.

4th generation real estate developer

4th generation real estate developer

Institutional

Institutional quality reporting, boutique quality attention