Accountant in NYC area needed

Tax, SDIRAs & Cost Segregation
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Accountant in NYC area needed

Jeff Williams
Investor · New York City, NY · Member since 2016 · 19 posts · 8 votes
Hi BP, I am currently looking for a real estate accountant. We are currently looking to working with an accountant who is nickle and diming us and is not an expert in the field. Does anyone have a good accountant that I can reach out to manage our books? I am looking someone based in the nyc area and wouldn’t mind working with a starter. Any suggestions would be greatly appreciated! Thanks! Jeff
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Basit SiddiqiBusiness Member
Accountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
8y

There are several options to finding a local CPA.

1) Use the biggerpockets search function to see if someone already is in search of a CPA in New York City. I did a search and provided you links below. I like this choice because you can see who people recommended and who they decided to go with based on their interactions among the many CPA's(depending of if they shopped around). You can also ask if they like their CPA and plan to continue using them.

https://www.biggerpockets.com/forums/796/topics/39...
https://www.biggerpockets.com/forums/51/topics/352...
https://www.biggerpockets.com/forums/51/topics/500...

2) Add the keyword alerts "New York City" and/or "New York". You will notice that there are frequent posters who respond to posts that have these keywords. Network with these individuals and ask who they use for a CPA.

3) Attend local REIA events. These events will normally contain seasoned investors and would be more than happy to refer you to a CPA. You can find local REIA event through the Biggerpockets events section or meetup.com. Below is 10+ events that will happen in and around the New York City Area soon. 

https://www.biggerpockets.com/forums/521-events-an...

4) If you are still unable to find a CPA that matches your needs. You may want to reach out to a CPA that works with clients remotely. There are many CPA's on this site that do so.

In the meantime - Feel free to ask any tax questions you may have. I would be glad to give you my opinion.
Feel free to add me if you think you may have a tax question in the future.

[email protected]917-280-8544
Basit Siddiqi CPA4.979 Reviews
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  • Yonah WeissPro Member
    Cost Segregation Expert and Investor · Lakewood, NJ · Member since 2017 · 1k+ posts · 1k+ votes
    8y
    Originally posted by @Jeff Williams:
    Hi BP,

    I am currently looking for a real estate accountant. We are currently looking to working with an accountant who is nickle and diming us and is not an expert in the field. Does anyone have a good accountant that I can reach out to manage our books? I am looking someone based in the nyc area and wouldn’t mind working with a starter.

    Any suggestions would be greatly appreciated!

    Thanks!

    Jeff

    I work with a number of accountants in the NYC area. You should reach try reaching out to May Chen, CPA, or Josh Levine. You can PM me for their contact info. Best of luck.

    0Reply
  • Jeff CopelandBusiness Member
    Real Estate Broker · Tampa Bay/St Petersburg, FL · Member since 2015 · 1k+ posts · 2k+ votes
    8y

    @Taylor Brugna is the man to speak to. He's an active real estate investor and BP member, and also a CPA in NYC!

    Copeland Morgan LLC4.770 Reviews
    WebsiteView Page
    0Reply
  • Basit SiddiqiBusiness Member
    Accountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
    8y

    There are several options to finding a local CPA.

    1) Use the biggerpockets search function to see if someone already is in search of a CPA in New York City. I did a search and provided you links below. I like this choice because you can see who people recommended and who they decided to go with based on their interactions among the many CPA's(depending of if they shopped around). You can also ask if they like their CPA and plan to continue using them.

    https://www.biggerpockets.com/forums/796/topics/39...
    https://www.biggerpockets.com/forums/51/topics/352...
    https://www.biggerpockets.com/forums/51/topics/500...

    2) Add the keyword alerts "New York City" and/or "New York". You will notice that there are frequent posters who respond to posts that have these keywords. Network with these individuals and ask who they use for a CPA.

    3) Attend local REIA events. These events will normally contain seasoned investors and would be more than happy to refer you to a CPA. You can find local REIA event through the Biggerpockets events section or meetup.com. Below is 10+ events that will happen in and around the New York City Area soon. 

    https://www.biggerpockets.com/forums/521-events-an...

    4) If you are still unable to find a CPA that matches your needs. You may want to reach out to a CPA that works with clients remotely. There are many CPA's on this site that do so.

    In the meantime - Feel free to ask any tax questions you may have. I would be glad to give you my opinion.
    Feel free to add me if you think you may have a tax question in the future.

    [email protected]917-280-8544
    Basit Siddiqi CPA4.979 Reviews
    View Page
    1Reply
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