Hi all, I'm looking for a CPA or someone that can help with tax planning. Any suggestions?
There are several individuals I can recommend. @Lance Lvovsky is down there and I have a few other colleagues.
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.
Here is a great list of questions to ask a potential accountant: http://www.biggerpockets.com/forums/51/topics/7044...
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.
So look for someone you can connect with that works out for your situation.
Feel free to ask here if you have questions
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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 Florida" and/or "Florida". 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!
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