Looking for a CPA who knows real estate

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Nate MeekerBusiness Member
Real Estate CPA | California · Member since 2020 · 543 posts · 251 votes
2y

@John Schweitzer are your properties solely located in Utah? Even if that's the case, a qualified CPA who specializes in real estate should be able to assist you regardless of their location. Hopefully broadening your search will help you find the best CPA for you. Good luck!

The CPA Realtor 569 Reviews
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  • Investor · Provo, UT · Member since 2016 · 759 posts · 626 votes
    2y
    Quote from @John Schweitzer:

    Hi,

    I am a new investor here in Utah. I'm wondering if anyone knows of a good CPA in Davis or Salt Lake County who has experience doing taxes for real estate investors.

    Thanks,

    John


     I will message you

  • Accountant · San Diego, CA · Member since 2019 · 1k+ posts · 552 votes
    2y

    Hey John, 

    Given we are accountants, we cannot promote our services on BP as its against the rules.

    To help in your search:

    be sure to find an accountant who is willing to grow with you, and is not too high priced fee-wise. Not too low either, you don't want to go with someone who is just focused on price as this is a quality of a not-so-great accountant. Accountants are in such demand, that the best are not even accepting clients half the time.

    The other problem I see often with accountants on here is that they specialize in larger investors, and have really high prices when you as a smaller investor do not need all the bells and whistles.

    Another thing I see is folks thinking they need to have a tax professional in their state. We as a firm have investors working with us who have rental properties all over the US big and small.

    Finding a real estate-focused tax professional and one who can help with advisory and grow with you would be my suggestion to focus your efforts on finding. Best of luck in your search!

  • Nate MeekerBusiness Member
    Real Estate CPA | California · Member since 2020 · 543 posts · 251 votes
    2y

    @John Schweitzer are your properties solely located in Utah? Even if that's the case, a qualified CPA who specializes in real estate should be able to assist you regardless of their location. Hopefully broadening your search will help you find the best CPA for you. Good luck!

    The CPA Realtor 569 Reviews
  • Real Estate Agent · Salt Lake City, UT · Member since 2020 · 490 posts · 205 votes
    2y
    Quote from @John Schweitzer:

    Hi,

    I am a new investor here in Utah. I'm wondering if anyone knows of a good CPA in Davis or Salt Lake County who has experience doing taxes for real estate investors.

    Thanks,

    John


     If anyone has any good contact I am also looking for the same ! CPA who knows RE in SLC county

  • Accountant · CPA Miami, FL · Member since 2022 · 192 posts · 43 votes
    2y

    @John Schweitzer, hi. There are over 20+ CPAs enlisted here in Biggerpockets. Make sure to reach out to one that is an investor savvy as location is not an issue these days. 

    Please feel free to reach out with your inquiries. 

    Best, Fulton

  • CPA | Accepting New Clients · Member since 2022 · 62 posts · 36 votes
    2y
    Quote from @John Schweitzer:

    Hi,

    I am a new investor here in Utah. I'm wondering if anyone knows of a good CPA in Davis or Salt Lake County who has experience doing taxes for real estate investors.

    Thanks,

    John

     @John Schweitzer if you are open to working remotely, there are a number of competent tax professionals commenting on the forums here. Pick a few and message them to see who will work best with you. Good luck!

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