Any recommendation for Real Estate savvy CPA / Tax planner?

Question

Hello All

Just took first steps into RE investing world beginning this year.

Have been wanting to get into investment property for the past 8+ years but am a classic example of analysis paralysis leading to inactivity all these years.

Finally took the plunge, opened an LLC in CA earlier this and since than have bought 2 Multifamily properties in Philly under the LLC. Have set up a small team of real estate agent, Property manager, financing source, title company in Philly.

I am aggressively looking to expand my portfolio and need a recommendation of good CPA/tax planner (ideally RE investor themselves) who is well versed in real estate tax planning and saving strategies.

Any recommendations?

Dmitriy Fomichenko · Answer

@Jay N.

Congratulations on finally breaking trough and getting started!

There are several knowledgeable tax tax professionals who are active contributors here on BP. @Brandon Hall, @Michael Plaks, @Nicholas Aiola just to name a few. Search this forum category for previous discussions, see the responses, select two or three and then contact them directly to see if there is synergy.

Christopher A Brown · Answer

@Jay N. Congrats on jumping in, I took the plunge early this year as well with my first rental property. They say timing is everything, I am also in the South Bay area looking for a CPA/tax planner. I am definitely following this thread.

Katie L. · Answer

@Christopher A Brown @Jay N.

I have additional names for you in San Diego if you're willing to work remotely. I second that @Brian Schmelzlen is an excellent choice for a CA-based attorney, and he's definitely on my go-to list for referrals. My connections don't extent too much up north but I know a great firm that works with high net worth taxpayers if that fits you. Good luck and congrats on taking the plunge!

Jay N. · Answer

Dmitriy

Thank you for the resource list and suggestion.

Will definitely look them up.

Jay

Nicholas Aiola · Answer

Thanks for the shout out @Dmitriy Fomichenko !

Michael Plaks · Answer

Thank you for the mention, @Dmitriy Fomichenko

@Jay N. - if you prefer someone local, contact @Brian Schmelzlen in La Mesa

Any recommendation for Real Estate savvy CPA / Tax planner?

Any recommendation for Real Estate savvy CPA / Tax planner?

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