I’m looking at using someone out of town for better expertise. I haven’t decided yet but you can check out Brandon hall or Nick Aiola they are both active on BP
@Jonathan Perez, I suggest that you contact your local real estate investors association for recommendations or contact some of the tax accountants on this site. Send me a message for some recommendations. Good luck and let me know if I can be of assistance.
There are many ways to find a savvy CPA
1. Biggerpockets search function - Use the search function to see if a BP colleague requested a CPA in your area. This method allows you to reach out to the BP colleague and ask who they interviewed with, who they decided to go with and if they like working with their CPA. Below are posts from BP colleagues who requested a CPA in your area.
You may want to send a message to the thread starter of the above links.
I noticed that you recently requested to connect with a CPA in _______. I am currently in the market for a CPA and I would like to inquire who you ended up choosing. Thank you for connecting and let me know if there is anyway that I can help.Thanks,______
2. Keyword Alerts - Add the keyword alerts "South Carolina" and/or "Columbia". You will notice that there are certain members frequently respond to posts that have these keywords. Send a message to these members and see who they use as a CPA. Connecting with members who have a pro membership have a higher tendency so be more serious and provide you a good recommendation.
3. Real Estate Networking Events - These events contain investors with similar tax profiles as you. Network and see who they are using for a CPA. You can find local networking events through the BP events section or meetup.com
4. Reach out to CPA who works with clients remotely - You may want to reach out to a CPA that works with clients remotely. Working with a remote CPA who has experience in real estate is better than working with a local CPA who does not serve real estate investors. Technology advancements such as email, phone calls, skype has enabled communication with a remote CPA to be seamless. There are many CPA's on this site that work with clients remotely.
In the meantime - feel free to ask any tax related question. I would be more than happy to help give my opinion.
Good luck in your search!
Basit Siddiqi, CPA
My fiancé works as an accountant in Columbia, and has nothing, but good things to say about Burckett, Burckett & Burckett.
I second Robert! I have also heard good reviews about McGregor and Company LLP.
I was recently referred to Wayne Corley in Lexington. I had a meeting with him and he's been very responsive through email when I have questions. He gave me some good guidance on the tax side on setting up an LLC structure to limit liability and not have to file taxes on a lot of separate LLCs. He also owns rental properties so he understands what investors are trying to do.
@Jonathan Perez come to our meet up on 2/13 and you will be able to meet the CPA talking to us about the new tax legislation.
Andrew R. Lucas
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