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Tax & Financial Services


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Easily Find Trusted Tax and Finance Experts for Real Estate Investors
Tell us what you need and we’ll match you with top professionals in a matter of minutes.

What you'll get:
  • Investor-friendly expertise that makes real estate finance feel like a breeze
  • Peace of mind from peer ratings, reviews, and level of expertise
  • Simple, easy search that helps you find what you need (even if you're uncertain)

With Tax and Financial Services Finder, you can rest assured that you’ll find the expert that’s right for you.

FAQs about Tax & Financial Services

You’ll find investor-friendly experts that will keep the books, maximize returns, avoid mistakes and audits, and help you manage and grow your wealth.

This includes top tax preparers, financial advisors and planners, bookkeepers, and accountants—all with specialization and expertise in real estate finance.

  1. Tax Strategist & Preparers: Wave goodbye to tax headaches! Tax professionals specialize in tax planning, strategy, and tax preparation and filing. They ensure you make smart decisions with your taxes in mind, get the most bang for your buck, and are compliant with regulations. Their services can be specialized or extended:
    1. Tax Accountants: These tax ninjas specialize in…you guessed it, taxes. Tax accountants focus on preparing and filing tax returns, ensuring compliance with tax laws, and optimizing deductions to minimize tax liabilities.
    2. Certified Public Accountant (CPA): CPAs are licensed to provide comprehensive accounting services. They go beyond the numbers and reporting, providing strategic financial advice to optimize your real estate ventures.
    3. Enrolled Agents (EA): An Enrolled Agent is a tax professional authorized by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service (IRS). EAs specialize in tax matters and have the authority to prepare, file, and represent clients in IRS-related issues, including audits, appeals, and collections.
  2. Accountants: Accountants dive into the nitty-gritty of reporting, so you can keep more of your hard-earned cash. They record financial transactions, prepare statements, and analyze financial data. Some accountants may specialize in tax-related functions but not all; sure to inquire.
  3. Accountants: Accountants dive into the nitty-gritty of reporting, so you can keep more of your hard-earned cash. They record financial transactions, prepare statements, and analyze financial data. Some accountants may specialize in tax-related functions but not all; sure to inquire.
  4. Bookkeepers: They're like your real estate financial sidekicks, keeping tabs on every transaction and making sure your records are spot-on.
  5. Financial Advisors and Planners: Financial advisors and planners help you achieve your long-term financial goals and work towards the life you want.
    1. Financial Advisors: Advisors provide tailored financial guidance and sometimes specialize in niches like investments, insurance products, estate planning, budgeting, retirement planning, and more.
    2. Financial Planners: Planners provide comprehensive financial planning services (think: everything advisors may specialize in, only all-inclusively), drawing a roadmap to complete financial success that works towards your big picture life goals.
    3. CERTIFIED FINANCIAL PLANNER™ (CFP®): The superheroes of financial planning, CFPs elevate your strategy with their certified expertise and rest easy knowing they hold themselves to the highest of fiduciary responsibility to only act in their clients’ best interest.

That’s the great thing about Tax and Financial Services Finder, it does some of the heavy lifting for you. Choose between “Tax & Accounting” or “Financial Planning,” answer a few questions, and it will lead you in the right direction.

Here’s the difference:

  1. Tax and Accounting:

    Ever feel like tax season is a maze of confusion? Fear not! Real estate tax and accountant pros are your financial guides through the complex tax landscape.

    They make sense of the numbers and keep your financial reporting in tip-top shape. Think of them as your real estate portfolio guardians who ensure you maximize returns, minimize tax headaches, and keep your financial books clean and up-to-date.

  2. Financial Planning:

    Financial planners are like architects for your dreams, creating comprehensive strategies to turn financial goals into reality. These experts take a big-picture approach, assessing where you are, designing personalized plans to get you where you want to be, and providing guidance to optimize your entire financial portfolio.

    With focus on creating clarity around your goals, risk tolerance, and future plans, they’ll empower you to make informed decisions in your real estate ventures that align with your bigger picture dreams. It's not just about money; it's about building the life you envision. Bringing a financial planner aboard your real estate investing journey is your ticket to getting there.

It depends on your circumstances and the skillset of your team. Start with your core need first, but generally speaking, YES!

Building a well-rounded team of investor-friendly tax AND financial services experts who can partner together should only work to your benefit. Creating a holistic approach that marries short-term financial upkeep (much like daily exercise and nutrition) with long-term strategies and goal planning towards financial health ensures you’ll be making informed decisions every step of the way to cultivate a resilient and prosperous real estate investment strategy.

While a bookkeeper handles day-to-day transactions, an accountant interprets financial data, and a CPA brings advanced expertise and a broader range of financial services to the table.

A financial advisor offers guidance on various aspects of financial management (from insurance to investment products, for example), while a financial planner takes a holistic approach to create comprehensive strategies for achieving long-term financial goals. A Certified Financial Planner™ (CFP®) is an advanced designation, indicating that the professional has met rigorous standards, possesses in-depth knowledge in financial planning. CFPs are held to the highest of fiduciary responsibility that removes personal gain from their advice and go beyond advising and planning, providing a more comprehensive and certified approach to help individuals navigate complex financial landscapes.

A designation (like CFP®) is a voluntary title indicating expertise offered and approved by a professional organization, while a license is a mandatory government authorization for specific professional activities. A CPA, for example, is both a professionally recognized designation and a licensed professional in the field of accounting.

Fees structures can vary and depend on profession, level of expertise, complexity of services, and the specific arrangement you agree upon. Always discuss fees and expectations in detail before engaging their services, and get a clear breakdown of their fees and any potential additional costs. Consider the overall value of the services provided and how they align with your real estate and financial goals.

Here's a general breakdown of common fee structures:

Tax and Accounting Professionals:

  • Hourly Rates
  • Flat Fees
  • Financial Advisors and Planners:

    • Assets Under Management (AUM):

      Many financial advisors charge a percentage of the assets they manage on behalf of the client. This fee structure aligns the advisor's compensation with the client's investment performance. The more you make, the more they make. Consider the cost for percent-based fees at varying tiers of portfolio performance to understand the full range of possibilities.

    • Hourly Rates
    • Flat Fees
    • Commission-Based:

      Some financial advisors may earn commissions from financial products they recommend or sell.

    • Retainer Fees


What certifications and education do you have?

Can you share examples of successful real estate tax strategies you've implemented for investors like me?

Deduction Optimization:

What's your approach to identifying and maximizing deductions for real estate investments?

Industry Insights:

How do you stay current with the latest tax laws and industry trends?

Client Communication:

How can I expect to stay informed about changes in tax laws or opportunities that may impact my real estate investment portfolio?

Goal Alignment:

How do you tailor financial plans to align with the unique goals and challenges of real estate investors?

Portfolio Optimization:

What’s your approach to optimizing real estate portfolios within the context of my overall financial strategy?

Risk Management:

How do you help investors like me manage risks associated with real estate investments, while maintaining a balanced and diversified portfolio?

Communication Approach:

How will you keep me informed about market changes, opportunities, and milestones in their financial journey?


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