Skip to content
×
Pro Members Get
Full Access!
Get off the sidelines and take action in real estate investing with BiggerPockets Pro. Our comprehensive suite of tools and resources minimize mistakes, support informed decisions, and propel you to success.
Advanced networking features
Market and Deal Finder tools
Property analysis calculators
Landlord Command Center
ANNUAL Save 16%
$32.50 /mo
$390 billed annualy
MONTHLY
$39 /mo
billed monthly
7 day free trial. Cancel anytime

Let's keep in touch

Subscribe to our newsletter for timely insights and actionable tips on your real estate journey.

By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions
Followed Discussions Followed Categories Followed People Followed Locations
Tax, SDIRAs & Cost Segregation
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated over 3 years ago on . Most recent reply presented by

User Stats

28
Posts
25
Votes
Christopher Boon
  • Investor
  • New York, NY
25
Votes |
28
Posts

Real Estate CPAs & Tax Attorneys

Christopher Boon
  • Investor
  • New York, NY
Posted

Does anyone have recommendations for real estate CPAs and Attorneys?

I have seen the Anderson Advisors webinars, amongst others, but I'm curious of your actual experience with any of these groups and looking for trusted recommendations.

I'm a solo, small-time investor with my wife. We currently own a couple of single-family homes, we are starting to move into a few syndications/funds, and then we are planning to start buying our own multi-family, value-add properties in the coming months/years. 

Appreciate any advice or recommendation you have :)
Thank you so much!

Most Popular Reply

User Stats

578
Posts
560
Votes
Bernard Reisz
  • CPA delivering RE Tax Tools: 1031 Exchange, SDIRA, 401(k), Cost Seg
  • New York City, NY
560
Votes |
578
Posts
Bernard Reisz
  • CPA delivering RE Tax Tools: 1031 Exchange, SDIRA, 401(k), Cost Seg
  • New York City, NY
Replied

@Christopher Boon I've, actually, deemphasized "traditional" tax services to focus on consulting and delivering more specialized services (1031 Exchange, Self-Directed Retirement Accounts, entity structuring, etc.). I do lots of advisory, but am not taking new tax preparation work. I would strongly encourage reaching out to @Michael Plaks and @Daniel Hyman, among others. No two true tax pros are alike, but what they all have in common is a commitment to providing you with tailored and honest service. I also encourage some caution with regard to promoted marketing webinars on tax and legal topics. As much as I wish true tax and legal services are scalable and can be mass marketed, experience has shown that is seldom achievable.

  • Bernard Reisz
  • [email protected]
  • Loading replies...