CPA in Dallas, TX

CPA in Dallas, TX

Member since 2025 · 1 post · 3 votes

Hi BiggerPockets community members,

Happy New Year! Do you currently work with an expert CPA who is helping you maximize tax breaks with your real estate investments? If so, would you mind sharing their contact information, websites, etc. with me? Thank you all!

Best regards,

Steve

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Basit SiddiqiBusiness Member
Accountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
1y

There are a couple of unique tax laws to real estate investors - 1031 exchange, bonus depreciation on certain improvements, Qualified Opportunity Zones, real estate professional status, etc.

Make sure that the accountant you interview to understand the above concepts.

best of luck!

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  • Member since 2024 · 20 posts · 8 votes
    1y

    I went through this whole process recently of researching for Real Estate CPA and finally went with referral from friend that also invests in real estate. 

    This seemed to be the most reliable way to find someone that I feel confident is good and knows real estate. 

    They're not in TX. Feel free to reach out if you're still looking and don't mind remote. 
     

    • Rental Property Investor · Wichita Falls, TX · Member since 2018 · 353 posts · 79 votes
      3mo
      Quote from @Sabrina Marie:

      I went through this whole process recently of researching for Real Estate CPA and finally went with referral from friend that also invests in real estate. 

      This seemed to be the most reliable way to find someone that I feel confident is good and knows real estate. 

      They're not in TX. Feel free to reach out if you're still looking and don't mind remote. 
       


       Love to have referral and remote.

  • Aaron ZimmermanBusiness Member
    Accountant · Chicago, IL · Member since 2018 · 2k+ posts · 1k+ votes
    1y

    There's a lot of real estate CPAs in the Biggerpockets forums. I'd recommend reaching out to a few and interviewing them and seeing who you connect best with. BP also has a tax professional finder as well. 

     Given you're in Texas and don't have a state tax return, it really opens you up to work with providers nationwide. 

  • Basit SiddiqiBusiness Member
    Accountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
    1y

    There are a couple of unique tax laws to real estate investors - 1031 exchange, bonus depreciation on certain improvements, Qualified Opportunity Zones, real estate professional status, etc.

    Make sure that the accountant you interview to understand the above concepts.

    best of luck!

  • Bill HamptonBusiness Member
    Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 977 votes
    1y

    @Steven Hsu

    Bigger Pockets is a great place to find a real estate tax accountant.

    A good real estate accountant can save you thousands of dollars by leveraging entity selection and formation, tax deductions, cost segregations, bonus depreciation and tax planning.

    I recommend finding an accountant who specializes in real estate taxation, business taxation, financial planning and tax planning.

    You may want to consider working with your accountant remotely to expand your options.

    I would also recommend looking for a accountant willing to work with you throughout the year. You want an accountant who can help you strategize and who is responsive when you want to know the consequences of the financial decisions you are making throughout the year.

    Good luck.

    Hampton Tax and Financial Services LLC4.7106 Reviews
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