Recommendations for CPA specializing in real estate in RI

Member since 2024 · 35 posts · 13 votes

Hi, can someone please recommend a certified public accountant for real estate and the Providence Rhode Island area? I also need a really good real estate lawyer thank you so much.

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Jason MalabuteBusiness Member

Accountant · Los Angeles, CA · Member since 2016 · 2k+ posts · 901 votes

6mo

@Gladys Cepeda Aaron makes a great point above about the federal return being where the heavy lifting happens. For the CPA, you don't necessarily need someone local to RI. Most investor-focused CPAs work remotely and handle multi-state returns regularly. What matters more is that they understand real estate-specific strategies like cost segregation, bonus depreciation, passive loss rules, and entity structuring. When you're interviewing CPAs, ask them how many real estate investor clients they work with and whether they handle cost seg studies and 1031 exchanges. That'll tell you quickly whether they specialize or just dabble.

For the real estate lawyer, that one does need to be local. You want someone who handles closings and entity formation in Rhode Island specifically. Your local REIA or BP meetup group in Providence would be a good place to get referrals for that.

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Fulton Abraham Sanchez
CPA| New Clients Welcome| 50 States · Member since 2016 · 435 posts · 93 votes
6mo
@Gladys Cepeda, hi. You’ll definitely want a CPA who actually works with investors, not just general tax prep. and a lawyer who handles closings + structuring.

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Aaron ZimmermanBusiness Member
Accountant · Chicago, IL · Member since 2018 · 2k+ posts · 1k+ votes
6mo
What matters most is that you have someone that can handle the federal return. Rhode Island has its nuances like other states but federal is where the most tax dollars are going to be, typically.
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Jason MalabuteBusiness Member
Accountant · Los Angeles, CA · Member since 2016 · 2k+ posts · 901 votes
6mo
@Gladys Cepeda Aaron makes a great point above about the federal return being where the heavy lifting happens. For the CPA, you don't necessarily need someone local to RI. Most investor-focused CPAs work remotely and handle multi-state returns regularly. What matters more is that they understand real estate-specific strategies like cost segregation, bonus depreciation, passive loss rules, and entity structuring. When you're interviewing CPAs, ask them how many real estate investor clients they work with and whether they handle cost seg studies and 1031 exchanges. That'll tell you quickly whether they specialize or just dabble.
For the real estate lawyer, that one does need to be local. You want someone who handles closings and entity formation in Rhode Island specifically. Your local REIA or BP meetup group in Providence would be a good place to get referrals for that.
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Ashish AcharyaBusiness Member
CPA, CFP®, PFS · FL · Member since 2017 · 5k+ posts · 3k+ votes
5mo
Hi Gladys, There are plenty of reputable CPA's here on BP and can help you out. As your portfolio grows, having someone who understands depreciation, deal structure, and ongoing tax planning can make a big difference beyond just filing. Happy to connect.

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