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Updated over 5 years ago on . Most recent reply presented by

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Keegan Pieri
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CPA's in Charleston, SC

Keegan Pieri
Posted

Hi All,

Does anyone have any good recommendations for CPAs specializing in Real Estate Tax planning in the Charleston, SC area? I am in the process of closing on my first deal (duplex to house hack) and would like to start having tax planning/strategy discussion.

Thanks!

Keegan

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Bill Hampton
  • Accredited Investment Fiduciary (AIF®), Financial Planner, Tax Strategist, Real Estate Investor
  • Atlanta, GA
966
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2,533
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Bill Hampton
  • Accredited Investment Fiduciary (AIF®), Financial Planner, Tax Strategist, Real Estate Investor
  • Atlanta, GA
Replied

Keegan,

I recommend finding an accountant that 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.

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