In search of a reliable CPA/Accountant

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In search of a reliable CPA/Accountant

Dylan King
Realtor · TX · Member since 2020 · 15 posts · 5 votes

Does anyone have a reliable real estate CPA/Accountant they use regularly?

My business partner and I created an investment group LLC in Texas. We will be investing in Texas and Maryland to start off. We need a CPA/Accountant who we can use regularly that is licensed in Texas & Maryland!

Here is my info:

Dylan King, realtor with eXp Realty

Owner/President of REW Funding LLC

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Lance LvovskyPro Member
Accountant · Fort Lauderdale, FL · Member since 2013 · 1k+ posts · 753 votes
5y

@Dylan King

There are a number of CPAs on here who represent taxpayers such as yourself. Consider setting up meetings with 2 or 3 and see who you believe will be your best fit. Good luck.

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  • Lance LvovskyPro Member
    Accountant · Fort Lauderdale, FL · Member since 2013 · 1k+ posts · 753 votes
    5y

    @Dylan King

    There are a number of CPAs on here who represent taxpayers such as yourself. Consider setting up meetings with 2 or 3 and see who you believe will be your best fit. Good luck.

    1Reply
  • Dylan King
    OP
    Realtor · TX · Member since 2020 · 15 posts · 5 votes
    5y

    @Lance Lvovsky thank you sir, I did just that!

    0Reply
  • Bill HamptonBusiness Member
    Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 978 votes
    5y

    Dylan, 

    Are you open to working with your accountant remotely? I recommend finding an accountant who specializes in real estate taxation over one that is local. You may want to consider working with your accountant remotely to expand your options.

    I would also recommend looking for a tax strategist who is willing to work with you throughout the year, not just when preparing your tax return. You want an accountant that can help you strategize and who is responsive when you want to know the tax consequences of the decisions you are making throughout the year.

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

    404-482-3170
    Hampton Tax and Financial Services LLC4.7106 Reviews
    WebsiteView Page
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  • Michael PlaksPro Member
    Tax Accountant / Enrolled Agent · Houston, TX · Member since 2014 · 5k+ posts · 6k+ votes
    5y

    @Dylan King

    You can find 20+ real estate accountants fitting your criteria on this forum, including the two who replied to you already. All of us work remotely and nationwide. 

    As to licensing, CPAs do not necessarily have to be licensed in TX (or MD) in order to work with you. Usually, it is enough for them to be licensed in their home state, and the other states recognize their out-of-state licensing as valid, at least for tax work. 

    Then there is another qualification called an Enrolled Agent (EA) which is a Federal license to do tax work, not state-specific. Either EAs or CPAs can do what you need.

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