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Felipe Cueva
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Looking for CPA - Local (Chicago) or Remote

Felipe Cueva
Posted Jan 11 2023, 13:47

My wife and me are new in the real estate game ( 2 years)- we have three properties, and both of us are relative high W2 income earners. We are looking for CPAs that can help with tax strategies, and also prepare our taxes for annual returns. We are open to remote CPA, someone local would be perhaps preferred. - Thank you!

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Sarita Scherpereel
  • Real Estate Agent
  • Chicago, IL
261
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467
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Sarita Scherpereel
  • Real Estate Agent
  • Chicago, IL
Replied Jan 11 2023, 19:31

@Aaron Zimmerman is a wonderful CPA and investor. Y'all should connect. 

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Linda Weygant
Pro Member
  • Investor and CPA
  • Arvada, CO
3,664
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Linda Weygant
Pro Member
  • Investor and CPA
  • Arvada, CO
Replied Jan 12 2023, 02:19

There are many real estate focused tax professionals here on Bigger Pockets that can be found.  Check out their posts and interview them for a good fit and find the one that is best for you!

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John Warren
  • Real Estate Broker
  • 1658 N. Milwaukee Ave Ste B PMP 18969 Chicago, IL 60647
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John Warren
  • Real Estate Broker
  • 1658 N. Milwaukee Ave Ste B PMP 18969 Chicago, IL 60647
Replied Jan 12 2023, 07:41

@Felipe Cueva there are many, many local CPA's you can reach out to here in Chicago. That is the advantage to being in a primary market! I can PM you the one I use, but there are quite a few very good, active folks here as well. Have you connected with @Aaron Zimmerman?

  • Real Estate Agent IL (#475.166619)

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Aaron Zimmerman
  • Accountant
  • Chicago, IL
185
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349
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Aaron Zimmerman
  • Accountant
  • Chicago, IL
Replied Jan 12 2023, 11:52

Thank you Sarita and John!

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Jonathan Klemm
Pro Member
  • Contractor
  • Chicago, IL
2,139
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Jonathan Klemm
Pro Member
  • Contractor
  • Chicago, IL
ModeratorReplied Jan 13 2023, 10:15

Hey @Felipe Cueva - Like a couple of others mentioned Aaron is a good connection.  I also just personally switched CPA and couldn't be happier.  My new Juan with HMH is a rockstar and local to Chicago (he's not on BP) but happy to make a connection for you.  Shoot me a PM if you are interested.

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Jim Biggs
  • Investor/Syndicator
  • North Aurora, IL
70
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167
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Jim Biggs
  • Investor/Syndicator
  • North Aurora, IL
Replied Jan 15 2023, 09:54

@Felipe Cueva I will second what @Jonathan Klemm said. Great, really high level tax planning expert in @Juan Hernandez at HHM CPA's LLC