Seeking CPA with real estate investor experience

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Seeking CPA with real estate investor experience

Linda Mukes
Houston, TX · Member since 2018 · 7 posts · 0 votes
Hi I am new to the investment community and my husband and I are looking for a seasoned CPA who is an investor themselves and have a solid base of investor clientele.
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  • Basit SiddiqiBusiness Member
    Accountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
    8y

    @Linda Mukes

    There are many ways to find a savvy CPA

    1. Biggerpockets search function - Use the search function to see if a BP colleague requested a CPA in your area. This method allows you to reach out to the BP colleague and ask who they interviewed with, who they decided to go with and if they like working with their CPA. Below are posts from BP colleagues who requested a CPA in your area.

    https://www.biggerpockets.com/forums/51/topics/513...
    https://www.biggerpockets.com/forums/585/topics/20...
    https://www.biggerpockets.com/forums/51/topics/508...
    https://www.biggerpockets.com/forums/51/topics/122..

    You may want to send a message to the thread starter of the above links.

    “Hi _____,

    I noticed that you recently requested to connect with a CPA in _______. I am currently in the market for a CPA and I would like to inquire who you ended up choosing. Thank you for connecting and let me know if there is anyway that I can help.Thanks,______

    2. Keyword Alerts - Add the keyword alerts "Texas" and/or "Houston". You will notice that there are certain members frequently respond to posts that have these keywords. Send a message to these members and see who they use as a CPA. Connecting with members who have a pro membership have a higher tendency so be more serious and provide you a good recommendation.

    3. Real Estate Networking Events - These events contain investors with similar tax profiles as you. Network and see who they are using for a CPA. You can find local networking events through the BP events section or meetup.com

    4. Reach out to CPA who works with clients remotely - You may want to reach out to a CPA that works with clients remotely. Working with a remote CPA who has experience in real estate is better than working with a local CPA who does not serve real estate investors. Technology advancements such as email, phone calls, skype has enabled communication with a remote CPA to be seamless. There are many CPA's on this site that work with clients remotely.

    In the meantime - feel free to ask any tax related question. I would be more than happy to help give my opinion.

    Good luck in your search!

    [email protected]917-280-8544
    Basit Siddiqi CPA4.979 Reviews
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  • Caleb Heimsoth
    Rental Property Investor · Durham, NC · Member since 2016 · 7k+ posts · 7k+ votes
    8y
    Linda Mukes not sure if you want it to be local or not but the cpa firm I use is based in Houston, even though I don’t own any property in Texas and don’t live there. My guess is unless you’re doing a lot of complex REI most cpas can help you.
    0Reply
  • Linda Mukes
    OP
    Houston, TX · Member since 2018 · 7 posts · 0 votes
    8y

    @Caleb Heimsoth just sent you a PM

    0Reply
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