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Tax, SDIRAs & Cost Segregation
HomeForumsTax, SDIRAs & Cost SegregationCPA vs. RE Accountant vs. RE Attorney for Tax Planning???
Timothy Lewis's profile image
Timothy Lewis's profile image
Timothy Lewis
  • Investor
  • from Miami, FL
  • Member since Nov 24, 2013
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Timothy Lewis's profile image
Timothy Lewis's profile image
Timothy Lewis
  • Investor
  • from Miami, FL
  • Member since Nov 24, 2013
Connect
Timothy Lewis
  • Investor
  • Miami, FL
258
Votes |
377
Posts
Tax, SDIRAs & Cost Segregation

CPA vs. RE Accountant vs. RE Attorney for Tax Planning???

Timothy Lewis
  • Investor
  • Miami, FL
Posted Jan 24 2021, 07:15

Hello BP World!

When it comes to handling Real Estate tax, I consistently hear 3 different titles of tax professionals/specialists thrown around: RE Accountants, CPAs that specialize in RE, and RE Attorneys. I'm looking for someone to help button-up my 2020 taxes and assist in 2021 tax planning/strategizing (throughout the year). I'm currently leveraging my W2, pharmacist income to buy rentals. I have a couple LLCs and a business partner. Which tax professional should I be working with? Does it even really matter?

I'm curious to hear the good, the bad, and the ugly experiences others have had with RE tax planning. 

Thanks for the help and insight!!

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