Any recommendation for Real Estate savvy CPA / Tax planner?

6 Replies

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?

@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. 

@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. 

Originally posted by @Dmitriy Fomichenko :

@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. 

Dmitriy

Thank you for the resource list and suggestion. 

Will definitely look them up.

Jay

@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!