Tax, SDIRAs & Cost Segregation

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Jenna Berthoud
1
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Looking for an accountant/CPA.

Jenna Berthoud
Posted Oct 6 2022, 11:18

I am new to investing, just one month in and only my first deal done. 

I have my LLC set up but need an accountant who makes it a priority to get back to clients timely, embraces new technology, and invests in real estate themselves.

I do not mind if they are not in my area so long as they are able understand my state tax/case law and help me know what is best. 

Thanks for any help

Jenna

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Shefali Golvelker
  • Homeowner
  • Buena Park, CA
1
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21
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Shefali Golvelker
  • Homeowner
  • Buena Park, CA
Replied Oct 6 2022, 11:24

I am looking for one too. Following this thread.

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Chris McCormack
  • Accountant
  • Edina, MN
74
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133
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Chris McCormack
  • Accountant
  • Edina, MN
Replied Oct 6 2022, 16:08

Happy to connect @Jenna Berthoud @Shefali Golvelker

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Fulton Abraham Sanchez
  • Accountant
  • CPA Miami, FL
20
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105
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Fulton Abraham Sanchez
  • Accountant
  • CPA Miami, FL
Replied Oct 7 2022, 09:24

@Jenna Berthoud, there are very competent, real estate friendly CPAs in Biggerpockets that work with clients remotely. Reach out to one that is a better fit. 

CPA Florida (#ACC44844)

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Bryan Martin
  • Accountant
  • Springfield, IL
55
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117
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Bryan Martin
  • Accountant
  • Springfield, IL
Replied Oct 9 2022, 18:57
Quote from @Jenna Berthoud:

I am new to investing, just one month in and only my first deal done. 

I have my LLC set up but need an accountant who makes it a priority to get back to clients timely, embraces new technology, and invests in real estate themselves.

I do not mind if they are not in my area so long as they are able understand my state tax/case law and help me know what is best. 

Thanks for any help

Jenna


 Hi Jenna, shoot me a message if you haven't connected with anyone yet.  I do accounting and taxes for real estate investors and am an investor myself.  P.S. I have family in Salt Lake City.  Great city and love to visit.