REI friendly CPA/Tax consultant recommendations

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Michael PlaksPro Member
Tax Accountant / Enrolled Agent · Houston, TX · Member since 2014 · 5k+ posts · 6k+ votes
7y

@Matthew Linton

Ask on the Tampa forum: https://www.biggerpockets.com/forums/643-tampa-real-estate-forum

Also, these days face-to-face is not necessary. You can find 20+ REI accountants on this tax forum, and most if not all of us work remotely nationwide.

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  • Michael PlaksPro Member
    Tax Accountant / Enrolled Agent · Houston, TX · Member since 2014 · 5k+ posts · 6k+ votes
    7y

    @Matthew Linton

    Ask on the Tampa forum: https://www.biggerpockets.com/forums/643-tampa-real-estate-forum

    Also, these days face-to-face is not necessary. You can find 20+ REI accountants on this tax forum, and most if not all of us work remotely nationwide.

    1Reply
  • Matthew Linton
    OP
    Realtor · Lakeland, FL · Member since 2019 · 12 posts · 6 votes
    7y

    Awesome, thank you sir 

    0Reply
  • Natalie KolodijBusiness Member
    Moderator
    Tax Strategist| National Tax Educator| Accepting New Clients · Member since 2014 · 3k+ posts · 4k+ votes
    7y

    I know @Steven Hamilton II has a Florida office- I'm not exactly sure where unfortunately. 

    As Michael mentioned lots of great options on here- if you prefer in person I'd reach out to Steven and see if he's close and if he's accepting new clients at the moment. 

    Podcast Guest on Show Pay Less Tax to the IRS This Year With THESE Real Estate Tax Strategies
    Kolodij Tax & Consulting
    WebsiteView Page
    1Reply
  • Matthew Linton
    OP
    Realtor · Lakeland, FL · Member since 2019 · 12 posts · 6 votes
    7y

    @Natalie Kolodij thank you for the information Natalie

    0Reply
  • Steven Hamilton IIPro Member
    Accountant, Enrolled Agent · Grayslake, IL · Member since 2011 · 5k+ posts · 2k+ votes
    7y

    @Natalie Kolodij Thanks for the tag. We have an office in Spring Hill. We work with that IRS office on a regular basis.

    [email protected]224-381-2660
    1Reply
  • Adrian Smude
    Rental Property Investor · Plant City, FL · Member since 2015 · 1k+ posts · 379 votes
    7y

    @Matthew Linton I use Charles with Widget Booking in Clearwater. He’s been great for where we are at in our investing. If you want to stay local definitely check out Michele Nelson I will message you her contact info!  

    P.S. I love that you’re getting your team together! 

    1Reply
  • Jason M McNamara
    Rental Property Investor · Tampa - Lakeland, FL · Member since 2019 · 21 posts · 15 votes
    7y

    We use Anderson Advisors and we can't speak more highly about them.  They're based in LV but have customers all around the country.  It's a one stop shop for them - both CPA and Lawyers. For anyone that's ever run other businesses, brokering between your CPA and law team is a pain. Not with them though!  As part of being their client, they also provide free l3 day learning events around the country for asset and tax management. Let me know if you need a referral!  

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