Poll
If you use a CPA or Tax Professional, how did you find him or her?
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 👇👇👇👇
Quote from @Eddie Ray: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.
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
Raymond Sawyer, CTC
Sawyer Accounting Tax
Quote from @Ashley Stephenson:Ashley, what city are you in? I'm part of a mastermind group, with members all over.
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!
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 have referrals in the San Diego area if you are in need of additional CPA recommendations.
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?
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
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!
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!
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!