For CPAs & Tax Advisors
Have a Client Looking for Additional Tax Deductions?
We help high-income taxpayers evaluate short-term rental investments that may generate substantial depreciation benefits while producing cash flow — from acquisition through professional management. You stay their tax advisor; we do the work.
Informational only — not tax, legal, or accounting advice. Clients should consult their own tax advisor.
The Problem
Your Clients Often Have the Same Problem
A properly structured short-term rental investment may create meaningful depreciation opportunities while building long-term wealth. Whether it fits a particular client is a question for you, their advisor — we make the real estate side work.
Why Refer to Us
Why CPAs Trust Us With Their Clients
Licensed Local Broker
Jacob Serrill is a licensed Oregon broker with Kelly Right Real Estate, active across Portland residential listings and investment property — and a short-term rental owner himself.
200+ Doors Under Management
The team we work with owns and operates 200+ short-term rental doors across Portland and the Mt. Hood corridor — real operating data, not theory.
A Full Operating Ecosystem
Brokerage, plus a contracting business, a furniture store, and a home-staging company — so a property can go from purchase to guest-ready under one roof.
End-to-End, Hands-Off
We handle the education, the property search, setup, and management. Your client gets a turnkey path; you don't take on any new work.
Local Market Expertise
Deep knowledge of which Portland and Mt. Hood submarkets actually perform as short-term rentals — and which don't.
You Stay the Advisor
We never give tax advice. You remain your client's trusted tax professional; we keep you informed every step of the way.
Don't Take Our Word For It
An Operating Network, Not a Sales Pitch
Every part of this is a real, reviewable business your client can stand on — management, booking, design, and furnishings. Click through and see for yourself.
Simply VRM
Full-service short-term rental management.
200+ doors managed · since 2014 · 60,000+ guest reviews
Stay Portland
Our direct-booking brand for Portland homes.
80,000+ guests · 4.8★ (12,400+ reviews) · City-permitted
Mt. Hood Basecamp
Cabins & mountain homes across the Mt. Hood corridor.
Government Camp · Welches · Rhododendron · Sandy
Greylyn Wayne
Home staging & interior design.
2,500+ homes staged · 4× Street of Dreams · 4.9★
What's New Furniture
Furniture & furnishings showroom.
25,000 sq ft showroom · 4.8★ (400+ reviews)
We Invest In This Ourselves
“We don't just point clients toward this strategy — we use it ourselves. We've bought short-term rentals across Portland and Mt. Hood, run cost-segregation studies on our own properties, and seen the depreciation make a real difference at tax time. When I tell a CPA this works, it's because I've been on the same side of it as their client.”
Jacob Serrill
Broker · Kelly Right Real Estate
Reflects our own experience; not a prediction of any client's tax result. Clients should consult their own CPA.
How It Works
From Introduction to Managed Investment
You make one introduction. We handle the rest and keep you informed.
Strategy Call
We discuss the client's goals and timeline and, with their permission, coordinate with you as their tax advisor.
Property Acquisition
We identify and help acquire properties suited to short-term rental performance in proven Portland and Mt. Hood submarkets.
Setup & Furnishing
Through our furniture and staging companies, we coordinate furnishing and get the property guest-ready.
Professional Management
The property joins a management operation running 200+ short-term rental doors across Portland and Mt. Hood.
Ongoing Reporting
Owners receive the operating and income information they need to work with you at tax time.
Illustrative Scenario
What a Referral Can Look Like
Client
High earner with $450K+ in income, looking for planning options beyond maxed-out retirement accounts.
What We Did
Acquired a short-term rental in a proven submarket, furnished it, and placed it under professional management.
The Outcome
Rental income plus depreciation opportunities for the client's advisor to evaluate — with the CPA kept informed throughout.
Illustrative only. Not a representation of any specific client, and not a promise of results, income, or tax outcomes. Individual results vary; clients must consult their own tax advisor.
For Your Practice
A Trusted Resource for Your Clients
When you make an introduction, here's what we take off your plate:
Free Guide
Short-Term Rental Tax Strategies: What CPAs Should Know
A plain-English overview of how short-term rentals come up in tax planning conversations — written for advisors, not investors.
- Cost-segregation basics for short-term rentals
- Bonus-depreciation overview
- STR vs. long-term-rental treatment
- Material-participation considerations
- Common client mistakes
- Oregon / Portland market examples
Common Questions
FAQ
Is this tax advice?+
No. Nothing on this page or in our materials is tax, legal, or accounting advice, and we don't provide it. We're real estate and short-term-rental professionals. Your client should rely on you — their CPA or tax advisor — for the tax treatment of any investment.
Why short-term rentals specifically?+
Short-term rentals are often discussed by tax professionals in the context of cost segregation and bonus depreciation, and the material-participation rules can differ from those for long-term rentals. Whether any of that applies to a given client depends entirely on their facts — that's your call as their advisor. Our role is to make the underlying real estate work: the right property, set up well, professionally managed.
What's the typical client profile?+
High-income earners — large W-2 income, business profits, or a one-time liquidity event — who are looking for additional planning options and are comfortable owning and operating (through management) an investment property.
What does it cost the CPA?+
Nothing. There's no cost and no added workload. You make an introduction; we handle education, acquisition, setup, and management, and keep you in the loop.
Do you work outside Portland and Mt. Hood?+
Our management network and market expertise are concentrated in the Portland metro and the Mt. Hood corridor. That focus is part of why the properties perform. Reach out and we'll tell you candidly whether a given market is a fit.
How do you handle my client relationship?+
Carefully. You remain the client's tax advisor and the relationship owner. We coordinate with you, keep you informed, and never step into the advisory role.
Who You Partner With
Your Point of Contact
Jacob Serrill
Broker · Kelly Right Real Estate
Jacob owns and operates short-term and long-term rentals of his own and works with a team that runs 200+ doors across Portland and Mt. Hood — plus contracting, furniture, and staging businesses that take a property from purchase to guest-ready.
Become a Referral Partner
Let's Talk
Tell us a bit about your practice or a client situation. We'll follow up to set up a partnership call — no obligation, no cost.
We typically reply within one business day. Your details stay private — no spam, ever.
This page is provided for general informational purposes only and is not tax, legal, accounting, or investment advice. Sell Portland Group and Kelly Right Real Estate do not provide tax advice. Any depreciation, deduction, or tax treatment depends on a client's individual circumstances and applicable law; clients must consult their own CPA, tax advisor, or attorney before making any investment or tax decision.
No representation or guarantee is made regarding rental income, occupancy, returns, depreciation, or any tax outcome. All real estate investments carry risk, including loss of principal. Individual results vary. Scenarios described are illustrative and do not reflect any specific client.
Real estate brokerage services provided by Jacob Serrill, Broker · Kelly Right Real Estate · 1011 SE Oak St, Portland OR 97214 · (503) 780-7521. Short-term rental management is provided by an affiliated management group. Equal Housing Opportunity.