Love the article on hiring a tax strategist. I was just going to post a need for a referral in this area. I am guessing I would also need a CPA who knows about the strategies to be able to do my taxes as well, am I correct, as my current one is not familiar with using self directed IRA's to purchase investment property and reap the benefits. I am south of Atlanta. If anyone knows of a great strategist and CPA that is knowledgeable in the area of real estate and wouldn't mind sharing their info, it would be greatly appreciated. Thanks so much.
A good CPA/EA should be able to do both for you.
Are you looking to buy/hold or do flipping?
I'm in the same boat as Sharon, I'm in South Atlanta and looking for a CPA that specializes in real estate investing.
I am doing both holding and fix/flip. Would prefer someone who has their own experience with RE, as well.
Originally posted by @Sharon Goebel :
I am doing both holding and fix/flip. Would prefer someone who has their own experience with RE, as well.0
These technology-driven days, being local has minimal to no benefits. Expertise and service are far more important. On this forum, about 20 of tax accountants answer questions. All of us are experts in real estate. Most, if not all, of us work with clients remotely, nationwide.
I recommend you choose from the BiggerPockets crowd.