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Tax, SDIRAs & Cost Segregation

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Scott Davidson
Pro Member
  • Wasilla, AK
5
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16
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Looking for CPA for personal, real estate and wife's business

Scott Davidson
Pro Member
  • Wasilla, AK
Posted Aug 27 2022, 14:25

I'm looking for a CPA willing to take my wife and I on as a client.  I've been referred to a couple of people and one is trying to retire and the other said I have assets in too many states.  Anyone have recommendations?  I currently have assets in Alaska, Washington, and Arizona.  I'm military stationed in Alaska, but potentially getting relocated.  I'm open to suggestions.

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Dolly Caswell
Pro Member
  • Investor
  • Eagle River, AK
45
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121
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Dolly Caswell
Pro Member
  • Investor
  • Eagle River, AK
Replied Aug 27 2022, 16:38

Scott, I don't know if he handles AZ, certainly AK and probably WA, but my CPA is terrific and knows real estate and taxes. His name is John Rodgers, 907-563-5270, his office is at 605 W Tudor Rd, Anchorage. Tell him Dolly sent you and he'll shoot me the next time I see him!!

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59
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18
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Rob Nappi
  • Investor
  • Santa Rosa, CA
18
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59
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Rob Nappi
  • Investor
  • Santa Rosa, CA
Replied Aug 27 2022, 16:51

I recommend Mark Kohler. 
I’m currently using him to set up my 

Revocable living trust, will, LLC's.

Great for real estate and business. 
Power house of the industry. 

They can help with everything. Good luck! 

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223
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Keenan Fitzpatrick
  • Flipper/Rehabber
  • Anchorage, AK
176
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223
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Keenan Fitzpatrick
  • Flipper/Rehabber
  • Anchorage, AK
Replied Aug 28 2022, 13:23

Everyone I know that I would recommend isn't taking on any new clients but I'm looking at possibly hiring Anderson Advisors so maybe check them out. They can help with bookeeping, taxes and proper business structuring. I have a client who used them and was really happy. 

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141
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Fulton Abraham Sanchez
Pro Member
  • Accountant
  • CPA Miami, FL
33
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141
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Fulton Abraham Sanchez
Pro Member
  • Accountant
  • CPA Miami, FL
Replied Aug 29 2022, 09:07

@Scott Davidson, hi. Please feel free to reach out to any of us CPAs in BiggerPockets working with clients remotely. 

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