Investor · Waukesha, WI · Member since 2015 · 23 posts · 2 votes
Hello!
I'm seeking an Accountant with extensive landlord tax experience.
I've been doing my taxes myself forever and after some recent conversations with other landlords I'm pretty sure I've been missing some deductions, and doing some depreciation wrong.
I'd like to sit down with someone to discuss my situation and possibly have them amend a few years back. I'd also like to use a professional for future returns, not just seeking advice.
A referral for anyone in the Milwaukee / Brookfield / Waukesha area would be great!
Accountant, Enrolled Agent · Grayslake, IL · Member since 2011 · 5k+ posts · 2k+ votes
10y
Hi from just over the IL border.
As for an accountant do not feel like you need to use someone local. Many of us accountants have clients worldwide. Payroll, bookkeeping, etc can mostly be done remotely.
Also check out the www.NAEA.org page in your search. It should help you find someone local. If someone comes to me, I'll send them your way.
If you need help in your search or want to verify something don't hesitate to ask.
For example: I have clients worldwide and things are just as easy as I e-mail them, talking on the phone. I even use Skype and TeamViewer to communicate with clients so I'd highly recommend looking for one of the best with great references that interviews well with you.
So look for someone you can connect with that works out for your situation.
Accountant, Enrolled Agent · Grayslake, IL · Member since 2011 · 5k+ posts · 2k+ votes
10y
Hi from just over the IL border.
As for an accountant do not feel like you need to use someone local. Many of us accountants have clients worldwide. Payroll, bookkeeping, etc can mostly be done remotely.
Also check out the www.NAEA.org page in your search. It should help you find someone local. If someone comes to me, I'll send them your way.
If you need help in your search or want to verify something don't hesitate to ask.
For example: I have clients worldwide and things are just as easy as I e-mail them, talking on the phone. I even use Skype and TeamViewer to communicate with clients so I'd highly recommend looking for one of the best with great references that interviews well with you.
So look for someone you can connect with that works out for your situation.
As @Steven Hamilton II said, don't feel like you have to rely on a local accountant. By going non-local, you will expose yourself to a wider pool of expertise which is critical for real estate investors.
Many of us service clients all over the US and even world. We utilize various forms of technology to collaborate seamlessly with our clients and rarely have issues.
If you are set on using someone local, search the BP forums for investors local to you and reach out to ask for a referral. Or join a local FaceBook/ REIA group.
Investor · Waukesha, WI · Member since 2015 · 23 posts · 2 votes
10y
Thank you all for your replies to this post!
Its been very helpful and I feel I'm on the right track now... Nervous to see how wrong I've been doing my taxes, but glad they are going to be reviewed.