Real Estate CPAs & Tax Attorneys

Investor · New York, NY · Member since 2020 · 28 posts · 25 votes

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!

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Bernard ReiszPro Member

CPA delivering RE Tax Tools: 1031 Exchange, SDIRA, 401(k), Cost Seg · New York City, NY · Member since 2017 · 581 posts · 563 votes

@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.

[email protected]

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Abel CurielBusiness Member
Real Estate Agent · Queens, NY · Member since 2016 · 2k+ posts · 1k+ votes
4y
Hello @Christopher Boon,

I've had some great conversations with @Bernard Reisz!
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Bernard ReiszPro Member
CPA delivering RE Tax Tools: 1031 Exchange, SDIRA, 401(k), Cost Seg · New York City, NY · Member since 2017 · 581 posts · 563 votes
4y
@Abel Curiel Always great to "hear" from you and honored by the mention! @Christopher Boon In an effort to deliver free and objective info regarding real estate tax and legal topics, recently launched an education portal. Some recent content includes:

- Nevada LLC Fact Check

- Texas (Series) LLC Fact Check

- Wyoming LLC Fact Check

- LLC Management Structure: Real Life Mistakes To Avoid

- Split Interest Trusts

- Cost Segregation Shenanigans (ridiculed by the incredible @Michael Plaks)

There's extensive info on lots of straight talk on real estate investor tax & legal topics that will be helpful to you, whatever route you choose.
[email protected]
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Christopher Boon
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Investor · New York, NY · Member since 2020 · 28 posts · 25 votes
4y
@Abel Curiel and @Bernard Reisz, Thx so much for the replies! Much appreciated :)
I've done some studying, watching lots of Anderson Advisors videos online, have talked to 1-2 CPAs so far, but I'm truly looking for the right CPA & Tax Attorney team to help me launch by LLC and then manage taxes and such once launched. @Bernard Reisz, Are you interviewing new (small:) client candidates?

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Bernard ReiszPro Member
CPA delivering RE Tax Tools: 1031 Exchange, SDIRA, 401(k), Cost Seg · New York City, NY · Member since 2017 · 581 posts · 563 votes
4y
@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.
[email protected]
5 Reply
Bernard ReiszPro Member
CPA delivering RE Tax Tools: 1031 Exchange, SDIRA, 401(k), Cost Seg · New York City, NY · Member since 2017 · 581 posts · 563 votes
4y
@Christopher Boon I should add that as a NY investor, you should ensure that whoever you use is very familiar with NYS AND NYC tax & legal regimes. NY is one of those states that has more than its fair share of idiosyncrasies. In fact, the LLC-Management Structure video referenced above relates to exactly something of that nature.
[email protected]
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Paul MoorePro Member
Commercial Real Estate Fund Manager · Lynchburg, VA · Member since 2015 · 1k+ posts · 1k+ votes
4y
@Christopher Boon it sounds like @Bernard Reisz has given you great thoughts and can help. I have a specialist I can throw into the mix as well if you want to PM me.
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Christopher Boon
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Investor · New York, NY · Member since 2020 · 28 posts · 25 votes
4y
@Paul Moore, & @Bernard ReiszThanks so much! I will follow up on these ideas next week. Thanks again!

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