Business Page
INVESTOR FRIENDLY CPA®
Tax & Financial Services
4.9 stars
242 Reviews
Markets served
Nationwide
Licenses, Designations or Certificates
MAcc, CPA, CFP®, PFS
About us
INVESTOR FRIENDLY CPA® is dedicated to providing expert tax, tax planning, and accounting services to various individuals engaged in the real estate industry, including investors, developers, contractors, and other related parties. As a team of accomplished professionals with a wealth of experience in real estate taxation, we are committed to delivering exceptional service beyond mere tax preparation. We emphasize tax planning and take great care to ensure that our client's tax liabilities are minimized to the greatest extent possible.
Specialties
Tax & Accounting
Tax planning & strategy
Accounting
Bookkeeping
Tax prep & filing
Financial Audits
RE Professional Status
Syndication Taxes
Cost Segregation
STR Loophole
MultiState Taxes
Foreign Investment
1031 Exchange
Creative Financing Tax
Business Taxes
Reviews (242)
4.9 stars
242 Reviews
4.9 stars
242 Reviews
0.0 star
0 Reviews
2.0 stars
2 weeks ago
Reviewed by
Juelia Kinney
I used to work with the owner, Ashish. He really must have expanded because last year I had some random guy telling me he was my CPA now and I had a tax planning sessions with him that was completely pointless. The only advice he gave me was to cost seg a property that ended up at the very least breaking even after the cost of the survey. Then the cost seg required an accounting change that they then tried to charge me for. This year I had a new guy again (assuming the last guy got fired?) named Barry and he was completely unresponsive and not helpful whatsoever. My return is late even though I uploaded everything I thought they needed months ago. If there was something more they needed from me I should have been called. Horrible communication and very disappointed in the service I received the last two years.
5.0 stars
6 months ago
Reviewed by
Michael Heffez
Very good experience working with Investor Friendly. Ashish and his team have taken good care of our taxes the past couple years. Highly recommend
3.0 stars
7 months ago
Reviewed by
Kamlesh Nanda
I have been working with investor friendly CPA for over 2 years. While tax filing is there but tax planning is negligible. Additionally, their recent update in software (to KarbonHQ) makes it really confusion compared to their previous portal where I can upload documents for my CPA team including yearly tax spreadsheet. Now the overall process is broken into smaller tasks spread across the board with no clear steps. It has become a task list over email reminders.
5.0 stars
7 months ago
Reviewed by
Kristina Tilson
I searched for quite a while for an online CPA firm that could handle some more sophisticated tax planning strategies and was so glad to find IVCPA. Their staff are up-to-date on many things other CPAs I spoke with are not, and their online system is so easy to use.
5.0 stars
10 months ago
Reviewed by
Paul Porter
I’ve used them for both business and personal tax preparation and planning, and the experience has been excellent across the board. Their team is thorough, knowledgeable, and proactive — exactly what you want in a CPA.
I really appreciate the clear guidance and expert advice they provide, along with their regular newsletters that keep me in the loop on new tax laws and changes. It’s obvious they take the time to make sure clients understand their options and stay ahead of any updates that might affect them.
Highly recommend for anyone looking for a reliable, detail-oriented, and truly investor-friendly CPA firm.
5.0 stars
11 months ago
Reviewed by
David Amsalem
We started working with Investor Friendly CPA few years ago and are really happy with their service. They are professional and proactive with tax preps. Appreciate their monthly virtual discussions, where you can ask questions and get them answered. Thank you, Ashish, and Team!
5.0 stars
a year ago
Reviewed by
Preethi Venkataraman
I had a really positive experience working with Investor Friendly CPA on our 2023 taxes. We have several rental properties and some fairly detailed depreciation and cost segregation considerations, and I was honestly expecting the process to feel overwhelming. Their team made everything clear and manageable. They explained our options, helped us understand the tax impact of different approaches, and handled all the filings accurately and on schedule.
What stood out most to me was how responsive and thorough they were. Any time we had a question, they followed up promptly and walked us through the details so we felt confident in every decision. The guidance they provided on the cost segregation study ended up being incredibly worthwhile.
We’ve already decided to continue with them for future years because it’s such a relief to have a CPA who genuinely understands real estate investing. I highly recommend Investor Friendly CPA if you want a knowledgeable team that’s proactive and easy to work with.
5.0 stars
a year ago
Reviewed by
Ramcha Angarai
Investor Friendly CPA did a great job with my 2023 tax preparation! My situation was pretty complex — multiple real estate properties and some tricky depreciation questions — but their team handled everything smoothly and professionally. They not only got everything filed accurately and on time, but also advised me on a cost segregation study that helped me maximize my deductions. I really appreciated how responsive and proactive they were throughout the process.
After seeing the results this year, I’ve already engaged them for the next three years. If you’re an investor looking for a CPA who truly understands real estate and takes a hands-on approach, I highly recommend Investor Friendly CPA!
5.0 stars
a year ago
Reviewed by
John Rogers
I would highly recommend Investor Friendly CPA! I've been with Ashish and his team now for over two years and have been thoroughly pleased with all the insight and support that they have given me. They are very knowledgeable and have saved me a lot of money in taxes through their advice and help. Their tax planning services are great as they are quick to respond to questions via email or phone and have helped me in my investment decisions several times. I feel highly confident using Investor Friendly CPA and look forward to many more years working with them.
5.0 stars
a year ago
Reviewed by
Irina Martinson
I've worked with Investor Friendly CPA team for 2 years and very happy I made this choice. Tax planning has been a game changer and they are very knowledgeable about all things related to real estate. You will get a dedicated client manager who will be the primary point of contact for planning and filing. I've been very happy with my manager Ashley C., she is detailed-oriented, knowledgeable, and professional. Thanks to Investor Friendly CPA, I'm able to make smart choices proactively about my real estate transactions during the year that save me from paying thousands in taxes. Highly recommend them to any real estate investor.
2.0 stars
2 weeks ago
Reviewed by
Juelia Kinney
I used to work with the owner, Ashish. He really must have expanded because last year I had some random guy telling me he was my CPA now and I had a tax planning sessions with him that was completely pointless. The only advice he gave me was to cost seg a property that ended up at the very least breaking even after the cost of the survey. Then the cost seg required an accounting change that they then tried to charge me for. This year I had a new guy again (assuming the last guy got fired?) named Barry and he was completely unresponsive and not helpful whatsoever. My return is late even though I uploaded everything I thought they needed months ago. If there was something more they needed from me I should have been called. Horrible communication and very disappointed in the service I received the last two years.
5.0 stars
6 months ago
Reviewed by
Michael Heffez
Very good experience working with Investor Friendly. Ashish and his team have taken good care of our taxes the past couple years. Highly recommend
3.0 stars
7 months ago
Reviewed by
Kamlesh Nanda
I have been working with investor friendly CPA for over 2 years. While tax filing is there but tax planning is negligible. Additionally, their recent update in software (to KarbonHQ) makes it really confusion compared to their previous portal where I can upload documents for my CPA team including yearly tax spreadsheet. Now the overall process is broken into smaller tasks spread across the board with no clear steps. It has become a task list over email reminders.
5.0 stars
7 months ago
Reviewed by
Kristina Tilson
I searched for quite a while for an online CPA firm that could handle some more sophisticated tax planning strategies and was so glad to find IVCPA. Their staff are up-to-date on many things other CPAs I spoke with are not, and their online system is so easy to use.
5.0 stars
10 months ago
Reviewed by
Paul Porter
I’ve used them for both business and personal tax preparation and planning, and the experience has been excellent across the board. Their team is thorough, knowledgeable, and proactive — exactly what you want in a CPA.
I really appreciate the clear guidance and expert advice they provide, along with their regular newsletters that keep me in the loop on new tax laws and changes. It’s obvious they take the time to make sure clients understand their options and stay ahead of any updates that might affect them.
Highly recommend for anyone looking for a reliable, detail-oriented, and truly investor-friendly CPA firm.
5.0 stars
11 months ago
Reviewed by
David Amsalem
We started working with Investor Friendly CPA few years ago and are really happy with their service. They are professional and proactive with tax preps. Appreciate their monthly virtual discussions, where you can ask questions and get them answered. Thank you, Ashish, and Team!
5.0 stars
a year ago
Reviewed by
Preethi Venkataraman
I had a really positive experience working with Investor Friendly CPA on our 2023 taxes. We have several rental properties and some fairly detailed depreciation and cost segregation considerations, and I was honestly expecting the process to feel overwhelming. Their team made everything clear and manageable. They explained our options, helped us understand the tax impact of different approaches, and handled all the filings accurately and on schedule.
What stood out most to me was how responsive and thorough they were. Any time we had a question, they followed up promptly and walked us through the details so we felt confident in every decision. The guidance they provided on the cost segregation study ended up being incredibly worthwhile.
We’ve already decided to continue with them for future years because it’s such a relief to have a CPA who genuinely understands real estate investing. I highly recommend Investor Friendly CPA if you want a knowledgeable team that’s proactive and easy to work with.
5.0 stars
a year ago
Reviewed by
Ramcha Angarai
Investor Friendly CPA did a great job with my 2023 tax preparation! My situation was pretty complex — multiple real estate properties and some tricky depreciation questions — but their team handled everything smoothly and professionally. They not only got everything filed accurately and on time, but also advised me on a cost segregation study that helped me maximize my deductions. I really appreciated how responsive and proactive they were throughout the process.
After seeing the results this year, I’ve already engaged them for the next three years. If you’re an investor looking for a CPA who truly understands real estate and takes a hands-on approach, I highly recommend Investor Friendly CPA!
5.0 stars
a year ago
Reviewed by
John Rogers
I would highly recommend Investor Friendly CPA! I've been with Ashish and his team now for over two years and have been thoroughly pleased with all the insight and support that they have given me. They are very knowledgeable and have saved me a lot of money in taxes through their advice and help. Their tax planning services are great as they are quick to respond to questions via email or phone and have helped me in my investment decisions several times. I feel highly confident using Investor Friendly CPA and look forward to many more years working with them.
5.0 stars
a year ago
Reviewed by
Irina Martinson
I've worked with Investor Friendly CPA team for 2 years and very happy I made this choice. Tax planning has been a game changer and they are very knowledgeable about all things related to real estate. You will get a dedicated client manager who will be the primary point of contact for planning and filing. I've been very happy with my manager Ashley C., she is detailed-oriented, knowledgeable, and professional. Thanks to Investor Friendly CPA, I'm able to make smart choices proactively about my real estate transactions during the year that save me from paying thousands in taxes. Highly recommend them to any real estate investor.