CPA for newer investor

[Weronika Jedrak]

Hello, 

I am looking for a CPA who works with newer real estate investors. My husband and I started investing in January this year. We have LLC and we've done one flip, and a novation deal - both profitable. We also bought another property which we currently converting into duplex and hoping to hold this one long term. We both have W2 jobs. We are looking for someone to help us file taxes (both for LLC and personal) for this year and try to mitigate any tax loses, but also who we can build long term relationship as we grow our portfolio. We are based in South Jersey, but we are open to work with someone virtually. Any recommendations/referrals will be appreciated.

[Michael Plaks]

@Weronika Jedrak

You're asking this on a forum that features 20+ of tax experts matching your search profile. Just browse this forum, see who answers questions and how, and contact those people who you want to work with. By forum rules, we're not allowed to offer you services, you must initiate the contact.

[Sean O'Keefe]

Quote from @Michael Plaks:

@Weronika Jedrak

You're asking this on a forum that features 20+ of tax experts matching your search profile. Just browse this forum, see who answers questions and how, and contact those people who you want to work with. By forum rules, we're not allowed to offer you services, you must initiate the contact.

@Michael Plaks totally agree.

[David M.]

@Weronika Jedrak

fyi:  sent you a direct message

[Sean O'Keefe]

Quote from @David M.:

@Weronika Jedrak

fyi:  sent you a direct message

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[Zachary Jensen]

Hey Weronika, 

I would look for a firm that you can grow with along the way. Lots of firms often times have niched down and only work with larger investors. For example, we work with real estate investors big and small, and have fair pricing along the way. The firm I worked with in the past charged me massive fees, largely because we were higher income and they didn't back it up with value. Beware of these traps! 

[Kelly O'Keefe]

Hey Weronika, 

There is also a section of BiggerPockets that lists tax professionals here: https://www.biggerpockets.com/blog/tax-partners

As others have said, there is tons of help available on the forums as well.

[Emily Holbrook]

Quote from @Kelly O'Keefe:

Hey Weronika, 

There is also a section of BiggerPockets that lists tax professionals here: https://www.biggerpockets.com/blog/tax-partners

As others have said, there is tons of help available on the forums as well.

That link is broken. Anyone know where to find the list of tax pros?

[Zachary Jensen]

Quote from @Emily Holbrook:

Quote from @Kelly O'Keefe:

Hey Weronika, 

There is also a section of BiggerPockets that lists tax professionals here: https://www.biggerpockets.com/blog/tax-partners

As others have said, there is tons of help available on the forums as well.

That link is broken. Anyone know where to find the list of tax pros?

 I think its the top post on the tax SDIRA and cost seg forum 

[Julio Gonzalez]

@Weronika Jedrak Be sure to reach out to @Michael Plaks. As you can see from the forums, he is very knowledgeable about real estate taxation which is crucial.