Need referral for experienced real estate CPA in Colorado

Tax, SDIRAs & Cost Segregation
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Need referral for experienced real estate CPA in Colorado

Account Closed
Investor · Colorado Springs, CO · Member since 2016 · 72 posts · 10 votes

Hi all

I'm hoping to get a referral to a good accountant / CPA in Colorado that specializes in real estate matters please. 

Need them to be familiar with different asset protection strategies and entities / structures like LLC, family limited partnerships, trusts etc as well as the obvious stuff like depreciation and so on.

Want to build a long term relationship with them so I can grow with them as my business grows. 

Many thanks for your help 

Rudi 

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Art M.
Chicago, IL · Member since 2015 · 414 posts · 94 votes
9y

@Account Closed

I'm house hacking a duplex with my wife and I spoke with 6 CPAs I found here on BP. I ended up going with @Daniel Hyman because he was knowledgeable, experienced, easy to talk to, and it sounded like we'd get a good value with him.

Communication was solid and timely throughout the process, but he also didn’t send excessive emails. I also never had to meet with him. Uploading documents through his portal was simple. We ended up with a pretty big refund, but that’s obviously specific to our situation. I’d recommend him though if you’re looking for a real estate-focused accountant who works remotely.

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  • Steven Hamilton IIPro Member
    Accountant, Enrolled Agent · Grayslake, IL · Member since 2011 · 5k+ posts · 2k+ votes
    9y

    I have a colleague I can definitely refer you to in Colorado springs. Shoot me a PM and I"ll get you over her information. I work with her on a regular basis.

    [email protected]224-381-2660
    0Reply
  • Account Closed
    OP
    Investor · Colorado Springs, CO · Member since 2016 · 72 posts · 10 votes
    9y

    PM sent! Thanks.  

    If anyone else has another option I'm keen to hear from them also. 

    The person I was working with didn't work out the way I planned so really want to ensure whomever I do choose is a long term person.  

    Thanks! 

    0Reply
  • Account Closed
    OP
    Investor · Colorado Springs, CO · Member since 2016 · 72 posts · 10 votes
    9y

    I should have said it doesn't need to be in Colorado Springs, I'm happy to travel to Denver or anywhere else in Colorado for the right person. 

    Anyone else have a good contact they would care to share? 

    0Reply
  • Drew FeinPro Member
    Attorney · Denver, CO · Member since 2015 · 208 posts · 104 votes
    9y

    @Daniel Hyman is an investor-focused CPA on this forum, and his partner Zev is based in Denver. Best of luck!

    1Reply
  • Account Closed
    OP
    Investor · Colorado Springs, CO · Member since 2016 · 72 posts · 10 votes
    9y

    Thank you Drew! Much appreciated.  

    Daniel - can you please provide details for Zev?

    0Reply
  • Travis Sperr
    Lender · Denver, CO · Member since 2009 · 1k+ posts · 597 votes
    9y

    Law Long group is in Denver - Stephanie is a tax attorney and CPA - great outfit. One of the biggest benefits is that they do taxes and entity structuring, it is typical that an asset protection attorney and a CPA have different view on how to structure for protection and tax advantaged. They may not be the least expensive but are top notch.

    Just FYI - you are about 3 months late to have conversations with tax person as they are all swamped right now.

    1Reply
  • Account Closed
    OP
    Investor · Colorado Springs, CO · Member since 2016 · 72 posts · 10 votes
    9y

    Thank you Travis.  Appreciate it! 

    I trust my attorney to set up my asset protection so will side with him on that but want a good CPA to work with. 

    I wasn't expecting to have the issue with my CPA otherwise I'm definitely a long term planner that does things early.  

    By the way, you guys do great work at Pine financial, love your seminars! 

    1Reply
  • Daniel HymanBusiness Member
    CPA · Milwaukee, WI · Member since 2016 · 2k+ posts · 1k+ votes
    9y

    Thanks for the mention @Drew Fein! 

    @Account Closed I'll send you the contact info via PM.

    My Online Accountant572 Reviews
    WebsiteView Page
    0Reply
  • Art M.
    Chicago, IL · Member since 2015 · 414 posts · 94 votes
    9y

    @Account Closed

    I'm house hacking a duplex with my wife and I spoke with 6 CPAs I found here on BP. I ended up going with @Daniel Hyman because he was knowledgeable, experienced, easy to talk to, and it sounded like we'd get a good value with him.

    Communication was solid and timely throughout the process, but he also didn’t send excessive emails. I also never had to meet with him. Uploading documents through his portal was simple. We ended up with a pretty big refund, but that’s obviously specific to our situation. I’d recommend him though if you’re looking for a real estate-focused accountant who works remotely.

    2Reply
  • Account Closed
    OP
    Investor · Colorado Springs, CO · Member since 2016 · 72 posts · 10 votes
    9y

    Was there a reply and I missed it? I got an email but post is empty beyond the last message from Art? 

    0Reply
  • Colin SmithBusiness Member
    Realtor · Colorado Springs, CO · Member since 2013 · 988 posts · 447 votes
    9y

    @Account Closed, I would recommend talking to Susan Wilklow with Wilklow and Associates. She is who I personally use as my CPA and has been a great asset. 

    0Reply
  • Account Closed
    OP
    Investor · Colorado Springs, CO · Member since 2016 · 72 posts · 10 votes
    9y

    Thanks very much Colin! 

    0Reply
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