Looking for CPA Investor Friendly in DMV area

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Looking for CPA Investor Friendly in DMV area

Bagus A.
New to Real Estate · Rockville, MD · Member since 2021 · 20 posts · 20 votes

I am new investor, I am looking for CPA who can assist me with tax return for personal and business related. I appreciate any one who can refer me to someone in DMV area. Thank you. 

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Sean O'KeefePro Member
CPA | Accepting new clients | 50 States · Member since 2022 · 1k+ posts · 871 votes
2y

@Bagus Adiyanto I don't think the location of the CPA matters provided that they have a solid background in Real Estate and software/tools to support you remotely.

There are 20+ real estate CPAs commenting in this forum. Pick one that is commenting on your specific situation and DM them.

[email protected]628-241-0888
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  • Randall Tannen
    CPA | Accepting New Clients · Member since 2022 · 62 posts · 36 votes
    2y

    @Bagus A. Location is not as important as is finding a tax advisor with niche experience for real estate investors. There are a number of competent tax professionals commenting on the forums here who work with clients in other states. If you consider opening up your search radius, pick a few and message them to see who will work best with you. Good luck!

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  • Sean O'KeefePro Member
    CPA | Accepting new clients | 50 States · Member since 2022 · 1k+ posts · 871 votes
    2y

    @Bagus Adiyanto I don't think the location of the CPA matters provided that they have a solid background in Real Estate and software/tools to support you remotely.

    There are 20+ real estate CPAs commenting in this forum. Pick one that is commenting on your specific situation and DM them.

    [email protected]628-241-0888
    2Reply
  • Account Closed
    Accountant · San Diego, CA · Member since 2019 · 1k+ posts · 552 votes
    2y

    Hey @Bagus A., 

    As accountants on BP, we are not allowed to self-promote. To help you in your search: be sure to find an accountant that is willing to grow with you, and is not too high priced fee wise. Not to low either, you don't want to go with someone who is just focused on price as this is a quality of a not so great accountant. Accountants are in such demand, that the best are not even accepting clients half the time.

    The other problem I see often with accountants on here is that they specialize in larger investors, and have really high prices when you as a smaller investor do not need all the bells and whistles.

    Another thing I see is folks thinking they need to have a tax professional in their state. We as a firm have investors working with us who have rental properties all over the US big and small.

    Finding a real estate-focused tax professional and one who can help with advisory and grow with you would be my suggestion to focus your efforts on finding. Best of luck in your search!

    1Reply
  • Nate MeekerBusiness Member
    Real Estate CPA | California · Member since 2020 · 544 posts · 251 votes
    2y

    @Bagus A. - do you invest out of state? 

    The CPA Realtor 573 Reviews
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  • Basit SiddiqiBusiness Member
    Accountant · New York, NY · Member since 2015 · 8k+ posts · 4k+ votes
    2y

    You created posts in the pasts about investing in various states from PA, MD and WV. 
    investing in different states may subject you to filing a non-resident return in these states. Something to be aware of when selecting your accountant.

    [email protected]917-280-8544
    Basit Siddiqi CPA4.880 Reviews
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