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Tax, SDIRAs & Cost Segregation

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Abhijeet Gavli
  • Charlotte, NC
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CPA in Charlotte NC area

Abhijeet Gavli
  • Charlotte, NC
Posted Jan 4 2017, 10:06

Hi All,

Does anyone know a good CPA in Charlotte NC area? 

I am planning to start with REI so new to this forum :)

Thanks!

Abhi

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Don Harris
  • Realtor
  • Charlotte, NC
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Don Harris
  • Realtor
  • Charlotte, NC
Replied Jan 5 2017, 14:28

@Abhijeet Gavli one of the best real estate CPA in the area , Ki Shin, will be presenting at the Metrolina REIA monthly meeting on Jan 19th, details at MetrolinaReia.org

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Steven Hamilton II
Pro Member
  • Accountant, Enrolled Agent
  • Grayslake, IL
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Steven Hamilton II
Pro Member
  • Accountant, Enrolled Agent
  • Grayslake, IL
Replied Jan 5 2017, 16:05
Originally posted by @Abhijeet Gavli:

Hi All,

Does anyone know a good CPA in Charlotte NC area? 

I am planning to start with REI so new to this forum :)

Thanks!

Abhi

Don't feel trapped geographically.

You definitely need someone qualified, does not have to be a CPA, could be an Enrolled Agent or an attorney. Just make sure they specialize in tax and have significant experience dealing with real estate investors.

Here is a great list of questions to ask a potential accountant: http://www.biggerpockets.com/forums/51/topics/7044...

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.

Feel free to ask here if you have questions

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Curtis Waters
  • Rental Property Investor
  • Charlotte, NC
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Curtis Waters
  • Rental Property Investor
  • Charlotte, NC
Replied Jan 6 2017, 07:21

I recommend you look at Eric Little, a CPA in Charlotte.  He has spoken at the Hobby Millionaire meeting a few months ago.  Most important - he understands real estate as he is a real estate investor himself.  He saved me thousands in taxes with his recommendations.  If you contact him please tell him I referred you.

  • Real Estate Agent NC (#285129) and SC (#96431)

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Abhijeet Gavli
  • Charlotte, NC
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Abhijeet Gavli
  • Charlotte, NC
Replied Jan 6 2017, 09:05

Hi All, thanks for all your suggestions....really appreciate it :)

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Holly Brittner
  • Real Estate Professional
  • Charlotte, NC
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Holly Brittner
  • Real Estate Professional
  • Charlotte, NC
Replied Jan 11 2017, 03:47

I second the mention of Eric Little.  He's an investor and investor-friendly CPA here in Charlotte.

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Abhijeet Gavli
  • Charlotte, NC
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Abhijeet Gavli
  • Charlotte, NC
Replied Jan 20 2017, 06:15

Thanks @Holly Brittner!