Tax, SDIRAs & Cost Segregation

Poll

If you use a CPA or Tax Professional, how did you find him or her?
212 Votes Total
A friend or another investor recommended them
I found them on BiggerPockets
I found them via online search engine (Google, Bing, etc.)
I met them at an in-person event or meetup
Other
I just want to see the answers so I can find my own CPA this year!

User Stats

274
Posts
452
Votes
Katie Miller
  • Rental Property Investor
  • Denver, CO
452
Votes |
274
Posts

If you use a CPA or Tax Professional, how did you find him or her?

Katie Miller
  • Rental Property Investor
  • Denver, CO
ModeratorPosted Feb 15 2023, 14:00

How did you find your CPA or tax professional? 

If you haven't yet found a CPA or tax professional to help you save on your tax bill each year, would you want BP to help recommend a tax professional for you? We're here to help! 

Post your thoughts below 👇👇👇👇

User Stats

63
Posts
41
Votes
Janet Behm
  • Accountant
  • West Jordan, UT
41
Votes |
63
Posts
Janet Behm
  • Accountant
  • West Jordan, UT
Replied May 17 2023, 16:26
Quote from @Eddie Ray:

Im currently looking for a RE tax professional/preparer in San Diego, CA. Obviously they need to specialize in real estate rentals, holdings, and LLC.

Any help and direction would be great! BP would be great too but I do prefer to work in person so hopefully someone local

Eddie

Eddie, contact my friend, Raymond Sawyer, he is in San Diego. He is a tax strategist and uses real estate for most of his strategies.

Raymond Sawyer, CTC

Sawyer Accounting Tax




User Stats

63
Posts
41
Votes
Janet Behm
  • Accountant
  • West Jordan, UT
41
Votes |
63
Posts
Janet Behm
  • Accountant
  • West Jordan, UT
Replied May 17 2023, 16:30
Quote from @Ashley Stephenson:

I am actively looking for an REI-friendly CPA in Nevada and am struggling with where to look and how to know if they know what they are talking about. A BP-recommended tax professional in my area would be immensely useful!

Ashley, what city are you in? I'm part of a mastermind group, with members all over.

User Stats

2
Posts
1
Votes
Kleyn Lopez
1
Votes |
2
Posts
Kleyn Lopez
Replied May 18 2023, 11:14

Quote from @Eddie Ray:

Im currently looking for a RE tax professional/preparer in San Diego, CA. Obviously they need to specialize in real estate rentals, holdings, and LLC.

Any help and direction would be great! BP would be great too but I do prefer to work in person so hopefully someone local

Eddie

 @Eddie Ray I found a guy in San Diego that went to West Point and specialized in Real Estate - he has been great for me!

 @Keegan Wetzel I just relocated to the San Diego area as well, and would like to connect with your CPA, could you possibly send me his information? Thanks so much!

User Stats

73
Posts
44
Votes
Katie Balatbat
  • Attorney
  • San Diego, CA
44
Votes |
73
Posts
Katie Balatbat
  • Attorney
  • San Diego, CA
Replied May 23 2023, 15:07

@Kleyn Lopez

I have referrals in the San Diego area if you are in need of additional CPA recommendations.

User Stats

10
Posts
2
Votes
Franklin Navarro
  • Rental Property Investor
  • McKinney, TX
2
Votes |
10
Posts
Franklin Navarro
  • Rental Property Investor
  • McKinney, TX
Replied May 24 2023, 07:36

DFW area here,

I have been looking for a REI friendly CPA for sometime, never realized how hard it can be to find a good one. Any recommendations?

User Stats

63
Posts
41
Votes
Janet Behm
  • Accountant
  • West Jordan, UT
41
Votes |
63
Posts
Janet Behm
  • Accountant
  • West Jordan, UT
Replied May 26 2023, 12:22
Franklin,
Please contact my Associate in Dallas, at Hall Accounting & Tax
Ask for Merry, the Executive Assistant. She will get you set up with a consultation.
They specialize in High-Level Tax Strategy, using real estate as the primary vehicle. 
I will let Merry know to expect your call.  (I am avoiding phone numbers and websites so this response doesn't get redacted)
Good luck, Janet

User Stats

27
Posts
0
Votes
Nathan Meeker
  • Accountant
  • Temecula, CA
0
Votes |
27
Posts
Nathan Meeker
  • Accountant
  • Temecula, CA
Replied May 29 2023, 21:31
Quote from @Eddie Ray:

Im currently looking for a RE tax professional/preparer in San Diego, CA. Obviously they need to specialize in real estate rentals, holdings, and LLC.

Any help and direction would be great! BP would be great too but I do prefer to work in person so hopefully someone local

Eddie


 I am in Temecula and currently taking on new clients. If you would like me to double-check check your current preparer is providing optimal services for a competitive price, let me know! 

User Stats

27
Posts
0
Votes
Nathan Meeker
  • Accountant
  • Temecula, CA
0
Votes |
27
Posts
Nathan Meeker
  • Accountant
  • Temecula, CA
Replied May 29 2023, 21:33
Quote from @Wesley I.:

Found mine while attending a real estate/small business tax conference.


 I am in Temecula and currently taking on new clients. If you would like me to double-check check your current preparer is providing optimal services for a competitive price, let me know!

User Stats

27
Posts
0
Votes
Nathan Meeker
  • Accountant
  • Temecula, CA
0
Votes |
27
Posts
Nathan Meeker
  • Accountant
  • Temecula, CA
Replied May 29 2023, 21:33
Quote from @Kleyn Lopez:

Quote from @Eddie Ray:

Im currently looking for a RE tax professional/preparer in San Diego, CA. Obviously they need to specialize in real estate rentals, holdings, and LLC.

Any help and direction would be great! BP would be great too but I do prefer to work in person so hopefully someone local

Eddie

 @Eddie Ray I found a guy in San Diego that went to West Point and specialized in Real Estate - he has been great for me!

 @Keegan Wetzel I just relocated to the San Diego area as well, and would like to connect with your CPA, could you possibly send me his information? Thanks so much!


I am in Temecula and currently taking on new clients. If you would like me to double-check check your current preparer is providing optimal services for a competitive price, let me know!