Looking for a CPA in South Florida who knows REI

Tax, SDIRAs & Cost Segregation
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Looking for a CPA in South Florida who knows REI

Mitch Polatin
Rental Property Investor · Boca Raton, FL · Member since 2020 · 27 posts · 12 votes

We have one rental property and more to come.

Live in South Florida but moved from CA a few months back and working a job in Manhattan - so paying taxes everywhere.

I’d love to chat with a few CPAs to see who is right for us.

Any recommendations appreciated.

Thanks.

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  • Bill HamptonBusiness Member
    Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 978 votes
    6y

    Mitch,

    Are you comfortable working with your CPA remotely? If so, there are 20+ accountants on this site that specialize in real estate taxation. 

    Check the forums, reach out to a few and see who you connect with.

    Good luck and let me know if you have any questions.

    404-482-3170
    Hampton Tax and Financial Services LLC4.7106 Reviews
    WebsiteView Page
    0Reply
  • Joseph James
    Member since 2020 · 20 posts · 6 votes
    6y

    Hello, everyone.  Very nice coincidence that you made a Post on this topic, @Mitch Polatin.  I too am in Miami, & have been looking for an accountant who knows the ins/outs of real estate taxation & best strategies, perhaps preferably one who is a real estate investor as well.

    I have a portfolio that has grown to about 25 doors, have been doing some significant renovation this year, & am contemplating the purchase of another property.  I think I am in need of more than just a person who files my taxes, as I am worried I am leaving a lot of money on the table.

    Thank you.

    0Reply
  • Malgorzata SadowskaPro Member
    Real Estate Agent · Miami, FL · Member since 2017 · 506 posts · 205 votes
    6y

    @Kenia Crevoisier is excellent (if she's taking new clients:)

    0Reply
  • Basit SiddiqiBusiness Member
    Accountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
    6y

    @Mitch Polatin

    A move from one state to another during a year may require the filing of a part-year resident tax return. It looks like you will have to file a part-year California return.

    Regarding finding a real estate CPA - there are a couple on this message board. Feel free to reach out to a couple and choose the one you feel most connected with.

    [email protected]917-280-8544
    Basit Siddiqi CPA4.979 Reviews
    View Page
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