Looking for CPA to handle our taxes

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Looking for CPA to handle our taxes

Greg Dowell
Member since 2020 · 5 posts · 3 votes

My wife and I are looking for a CPA with experiences with real estate and syndications. We are investing in syndications and are located in San Antonio. Any leads and or referrals would be greatly appreciated.

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Tyler HodgsonBusiness Member
Investor · Flower Mound, TX · Member since 2016 · 245 posts · 192 votes
2y

@Jeff Nash can help you out!

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  • Noah BaconPro Member
    Property Manager · Lansdale, PA · Member since 2021 · 826 posts · 1k+ votes
    2y

    Hi Greg!

    Have you tried looking at BiggerPockets Tax Partners?

    BiggerPockets can help you find an Investor-friendly CPA or Enrolled Agent to help you maximize your tax savings potential.

    Hope this helps, and please reach out with any questions you may have!

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  • Basit SiddiqiBusiness Member
    Accountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
    2y

    The tax planning around syndications is when the fund liquidates and if it performed well.

    I.E. If you put $50,000 into a fund in 2023 with the plans to liquidate in year 7(2030).
    If the fund did well and it turns into $80,000(of which there is a $30,000 gain).
    There may be some steps that you can do in 2030 to decrease that gain in 2030.

    best of luck.

    [email protected]917-280-8544
    Basit Siddiqi CPA4.979 Reviews
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    0Reply
  • Tyler HodgsonBusiness Member
    Investor · Flower Mound, TX · Member since 2016 · 245 posts · 192 votes
    2y

    @Jeff Nash can help you out!

    1Reply
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