Match with a real estate tax or accounting professional

Q: What services do these professionals provide?

Tax Strategists & Preparers: Specialize in tax planning, strategy, preparation, and filing. They ensure you make smart decisions with your taxes in mind, get the most bang for your buck, and stay compliant with regulations. Tax Accountants: Focus on preparing and filing tax returns, ensuring compliance with tax laws, and optimizing deductions to minimize tax liabilities. Certified Public Accountants (CPAs): Licensed to provide comprehensive accounting services. They go beyond the numbers and reporting, providing strategic financial advice to optimize your real estate ventures. Enrolled Agents (EAs): Authorized by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service (IRS). They specialize in tax matters and can represent clients in IRS-related issues, including audits, appeals, and collections. Accountants: Provide big-picture financial management for your business. They take the financial data generated by you or your bookkeeper and use it to build reports and strategies. Bookkeepers: Manage your everyday financial record-keeping — recording expenses and income, tracking invoices and payments, managing payroll, and more.

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Frequently asked questions

Which professionals can I find using this service?

You can find investor-friendly tax strategists and preparers, accountants, and bookkeepers — all with experience in real estate finance.

What services do these professionals provide?

Tax Strategists & Preparers: Specialize in tax planning, strategy, preparation, and filing. They ensure you make smart decisions with your taxes in mind, get the most bang for your buck, and stay compliant with regulations.
- Tax Accountants: Focus on preparing and filing tax returns, ensuring compliance with tax laws, and optimizing deductions to minimize tax liabilities.
- Certified Public Accountants (CPAs): Licensed to provide comprehensive accounting services. They go beyond the numbers and reporting, providing strategic financial advice to optimize your real estate ventures.
- Enrolled Agents (EAs): Authorized by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service (IRS). They specialize in tax matters and can represent clients in IRS-related issues, including audits, appeals, and collections.
Accountants: Provide big-picture financial management for your business. They take the financial data generated by you or your bookkeeper and use it to build reports and strategies.
Bookkeepers: Manage your everyday financial record-keeping — recording expenses and income, tracking invoices and payments, managing payroll, and more.

Do I need a tax professional AND a financial professional?

It depends on your circumstances and the skill set of your team. Start with your core need first, but generally speaking — yes! Building a well-rounded team of investor-friendly tax and financial professionals ensures a holistic approach that covers both short-term upkeep and long-term planning.

What’s the difference between a bookkeeper, an accountant, and a CPA?

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

What’s the difference between a designation and a license?

A designation 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.

How do fees work?

Fee structures can vary and depend on profession, level of expertise, complexity of services, and the specific arrangement you agree upon. Tax and accounting professionals typically charge either hourly rates or flat fees.

Always discuss fees in detail before engaging a professional’s services, and get a clear breakdown of their fees and any additional costs. Consider the overall value of the services provided and how they align with your real estate and financial goals.

What questions should I ask when searching for a tax professional?

Consider asking questions like:

What certifications and education do you have?
Can you share examples of successful real estate tax strategies you’ve implemented for investors like me?
What’s your approach to identifying and maximizing deductions for real estate investments?
How do you stay current with the latest tax laws and industry trends?
How can I expect to stay informed about changes in tax laws or opportunities that may impact my real estate investment portfolio?

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