Looking for CPA who specializes in real estate

Tax, SDIRAs & Cost Segregation
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Looking for CPA who specializes in real estate

Aaron Campbell
Investor · Tulsa, OK · Member since 2011 · 5 posts · 3 votes

I'm looking for a CPA to help with my taxes this year, as my portfolio has gone from 1 to 5 homes.

I am in the Houston area, specifically the Kemah area. Can anyone make a recommendation?

Thanks,

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Natalie KolodijBusiness Member
Moderator
Tax Strategist| National Tax Educator| Accepting New Clients · Member since 2014 · 3k+ posts · 4k+ votes
6y
Originally posted by @Aaron Campbell:

@Michael Plaks, seems like there is a strong consensus here that online\remote is more than viable these days. I can get behind that.

I've had a few folks pm me, I'll hit them up and go that route. Thanks for all the feedback guys.

I'd consider setting up consultations with the two awesome tax pros who offered advice here while following BP rules of not self promoting and reaching out to you about services. 

Podcast Guest on Show Pay Less Tax to the IRS This Year With THESE Real Estate Tax Strategies
Kolodij Tax & Consulting
WebsiteView Page
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  • Jake HottenrottPro Member
    CPA · Belleville, IL · Member since 2014 · 255 posts · 269 votes
    6y

    I don't have a local recommendation for you, but I would recommend looking around BP for a tax pro/tax adviser. There are many great tax pros out there who work virtually with clients from coast to coast and work mainly with real estate investors. Most do their work through email, document sharing, client calls and skype/video if you want face to face communications. In the end it saves you time because you aren't traveling to an office for a meeting and the added bonus of a technologically advanced tax pro makes the process more efficient.

    The best way would be to schedule consultations and get a feel for if their communication style works with yours.

    Best of luck!

    0Reply
  • Sean Morrison
    Attorney · Slidell, LA · Member since 2016 · 322 posts · 179 votes
    6y

    @Bob Norton is out of New Orleans, but he focuses on real estate investors. If you don't need to sit in an office with the guy, he can help you anywhere in the country.

    0Reply
  • Michael PlaksPro Member
    Tax Accountant / Enrolled Agent · Houston, TX · Member since 2014 · 5k+ posts · 6k+ votes
    6y

    @Aaron Campbell

    as @Jake Hottenrott mentioned, there is not much benefit in having a local accountant these days of technology.

    For example, my firm is in Houston, but our clients are nationwide, and most of them have never visited our office. Even our local Houston clients often prefer to communicate remotely.

    0Reply
  • Aaron Campbell
    OP
    Investor · Tulsa, OK · Member since 2011 · 5 posts · 3 votes
    6y

    @Michael Plaks, seems like there is a strong consensus here that online\remote is more than viable these days. I can get behind that.

    I've had a few folks pm me, I'll hit them up and go that route. Thanks for all the feedback guys.

    0Reply
  • Natalie KolodijBusiness Member
    Moderator
    Tax Strategist| National Tax Educator| Accepting New Clients · Member since 2014 · 3k+ posts · 4k+ votes
    6y
    Originally posted by @Aaron Campbell:

    @Michael Plaks, seems like there is a strong consensus here that online\remote is more than viable these days. I can get behind that.

    I've had a few folks pm me, I'll hit them up and go that route. Thanks for all the feedback guys.

    I'd consider setting up consultations with the two awesome tax pros who offered advice here while following BP rules of not self promoting and reaching out to you about services. 

    Podcast Guest on Show Pay Less Tax to the IRS This Year With THESE Real Estate Tax Strategies
    Kolodij Tax & Consulting
    WebsiteView Page
    1Reply
  • Michael PlaksPro Member
    Tax Accountant / Enrolled Agent · Houston, TX · Member since 2014 · 5k+ posts · 6k+ votes
    6y

    @Aaron Campbell

    By the way, next week...
    https://www.eventbrite.com/e/houston-biggerpockets-investors-holiday-party-2019-tickets-85107600123

    0Reply
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