Updated almost 7 years ago on . Most recent reply

What tax professional do I need?
Hello,
I'm looking for BP's feedback on what type of tax professional(s) could fit my needs, so that I'm not paying for a professional with all kinds of certifications/education that don't make sense and don't add value for my circumstances.
I have a couple buy and hold rental properties across TN and CT right now and plan to BRRRR my first property in 2019. I'm thinking that I need someone who can help with tax strategy (e.g. 1031s), classifying expenses properly (e.g. improvements vs. repairs/maintenance), can file my taxes, and represent me if I'm audited.
Would a CPA be overkill for my situation? Are there any other tax related services that come to mind that someone in my situation should consider?
Thank you!
Most Popular Reply

@Daniel Soovajian Your situation is relatively complex. you own multiple properties in multiple states outside of your own state and you want tax strategy help! You want a good CPA that is very familiar with Real Estate. A CPA is absolutely not overkill. In fact using anything but a good CPA would be foolish.
Since you want strategy help you might want to contact @Brandon Hall. He has somewhat of a unique approach to the CPA business. He is a popular poster here and has been on at least one podcast
https://www.biggerpockets.com/forums/25/topics/545...
PS I hope I tagged the right Brandon Hall - there are several here