Investor · Boston, MA · Member since 2016 · 5 posts · 1 vote
Hi Everyone, my name is Patrick and I'm new to BP. I just purchased my first home, a duplex in the Boston area, back in December. With tax season upon us, I was looking for recommendations for a good accountant specializing in real estate tax in the Boston area.
I'm coming to the forums for a referral because I'm looking for a quality accountant who can work with my for years to come as my real estate portfolio grows.
I can see if I have a colleague up there I can send you to; however, my normal advice is as follows.
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.
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.
Lender · Tyngsboro, MA · Member since 2009 · 3k+ posts · 2k+ votes
9y
It doesn't matter where your accountant is, it matters that he is the right accountant for you and is well versed in real estate investing. Most interactions with accountants are done via electronic files, pdfs, and phone. Gone are the days where you sit down in person with your accountant.
So choose the best for your needs, not the closest.
I use John Hyre, you can google him, and tell him I sent you. The last time I had a consultation with him, he was in Chile and I was in NH. It didn't matter a bit.
Accountant · Fort Lauderdale, FL · Member since 2013 · 1k+ posts · 753 votes
9y
Ann is spot on. Doesn't matter where your CPA is. Most CPAs are setup to work with clients all over. With that being said, if you really want someone local, then of course do what is comfortable for you as ultimately that is most important