Tax Accountants who focus on RE Investment taxes in Milwaukee

[Satyam Appadwedula]

My CPA does not specialize in real estate investing. I am looking for someone to help with tax strategies and help file my Real Estate LLC's and W2 taxes. I live In Milwaukee, WI and would like someone who is close so we can meet if needed and possibly owns some real estate themselves. I am worried that I had to explain some aspects of 1031 to my CPA right now through my own research over the internet. He did not fully understand all the nuances of the exchange properties.

[Rebecca Knox]

Hi Satyam, 

Nice to meet you. My name is Rebecca and my husband and I have run Captain Save a Home LLC, Brew City REI Club, Brew City REI Training Cafe and Wisconsin Contractor and Handyman Club based out of Milwaukee, WI for the past 8 years. When I started real estate, I used my same accountant to file my taxes. She was doing taxes for a few landlords. My real estate coach ended up referring me to Eric Trost at SVA, Brookfield, WI--he reviewed my previous year's tax return and filed an amendment in which I received $5500 back. I have used Eric ever since as many others in Wisconsin Real Estate. He has a passion for real estate and tax law and knows every aspect of investing from self-directed IRAs to structuring your company correctly from a tax perspective. If I didn't use Eric, I'd use Mike Fishman at Guthman Tax Services Inc as many others in our private real estate club have nothing but great things to say about him and he is referred often. Good luck on your REI adventures!