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Updated over 1 year ago on . Most recent reply

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13
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3
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Adam Sciupac
3
Votes |
13
Posts

CPA - Looking for a CPA who's creative and savvy

Adam Sciupac
Posted

Hi all,

I am looking for a CPA that is creative and easy to communicate with. I have tried doing my own taxes with Turbo Tax and I have also tried using a couple CPAs over the years but they have either been very hard to reach or they have charged me much more than they ever saved me. I'd love it if they are somewhat local so I can sit down with them face to face but that is not a requirement.

I have a small portfolio as I'm just starting out. One rental and another house hack (the basement is rented out as a separate unit). They both could potentially be turned into STR if it makes sense to do so.

Thanks all!

Most Popular Reply

User Stats

59
Posts
34
Votes
Randall Tannen
  • Accountant
  • New York
34
Votes |
59
Posts
Randall Tannen
  • Accountant
  • New York
Replied
Quote from @Adam Sciupac:

Hi all,

I am looking for a CPA that is creative and easy to communicate with. I have tried doing my own taxes with Turbo Tax and I have also tried using a couple CPAs over the years but they have either been very hard to reach or they have charged me much more than they ever saved me. I'd love it if they are somewhat local so I can sit down with them face to face but that is not a requirement.

I have a small portfolio as I'm just starting out. One rental and another house hack (the basement is rented out as a separate unit). They both could potentially be turned into STR if it makes sense to do so.

Thanks all!

 @Adam Sciupac 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!

  • Randall Tannen
  • [email protected]
  • 518-232-9244
  • Loading replies...