CPA specializing in Real-Estate in MA
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!
Quote from @Neel Shah:
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!
I don't know anyone specifically in Massachusetts, but there's a lot of great CPAs on BP that will work with you virtually. Totally understand if you want a local one though.
Local expertise is not really necessary, my person is based out of state. Make sure they are a CPA and have an Enrolled Agent on staff that understands cost segs, 1031x, and depreciation on your assets. What you frankly likely need is a tax consultant rather than just a preparer.
Quote from @Lien Vuong:
Local expertise is not really necessary, my person is based out of state. Make sure they are a CPA and have an Enrolled Agent on staff that understands cost segs, 1031x, and depreciation on your assets. What you frankly likely need is a tax consultant rather than just a preparer.
This is probably a silly question but how do you know the difference (Tax Consultant vs Tax Preparer)? Do you have any tips/tricks to identify this easily? I'm looking for a CPA as well and wondering what are some good questions to ask when evaluating CPAs.
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.
Quote from @Lien Vuong:
Local expertise is not really necessary, my person is based out of state. Make sure they are a CPA and have an Enrolled Agent on staff that understands cost segs, 1031x, and depreciation on your assets. What you frankly likely need is a tax consultant rather than just a preparer.
Thanks Lien!
Would you mind sharing tap preparer's contact info? DM is fine as well.
You can private message me.
Quote from @Lien Vuong:
Local expertise is not really necessary, my person is based out of state. Make sure they are a CPA and have an Enrolled Agent on staff that understands cost segs, 1031x, and depreciation on your assets. What you frankly likely need is a tax consultant rather than just a preparer.
@Lien Vuong do you recommend your CPA? If so can you PM the info. Thx!