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Updated over 2 years ago on . Most recent reply

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23
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Neel Shah
  • Billerica, MA
5
Votes |
23
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CPA specializing in Real-Estate in MA

Neel Shah
  • Billerica, MA
Posted

Hello everyone!

I am looking for an experienced real-estate focused CPA/EA to help maximize my returns.  
I work full time (W2 income), stocks/RSU, and have several real-estate properties. I sold 2 properties this year so I really need someone who can help minimize my taxes. 

My preference is MA-based CPA (near Billerica/Boston) so I can meet in person.

Any suggestions or referrals would be greatly appreciated!
Thanks everyone!

Most Popular Reply

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2,261
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1,662
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Lien Vuong
  • Real Estate Agent
  • Boston, MA
1,662
Votes |
2,261
Posts
Lien Vuong
  • Real Estate Agent
  • Boston, MA
Replied

A strategist/consultant would act to give you specific prescriptions on what to do to limit or reduce your tax liabilities quarterly/annually. A preparer is someone you meet Feb-March each year to prepare the taxes and file. One is proactive and another is reactive. 

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