In need of a competent CPA in NY

Upstate New York, New YorkWantProfessionalsAccountant/CPA

In need of a competent CPA in NY

Investor · Cranston, RI · Member since 2023 · 34 posts · 31 votes

Hello,

I am in need of a CPA who can handle filing my personal tax and business tax (small business owner). Looking for someone who is familiar with real estate investments and tax savings strategies around that. Please help!

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Jonathan Bock

Accountant · Bryn Mawr, PA · Member since 2023 · 409 posts · 321 votes

Go to BUILD YOUR TEAM and click on Find a Tax Pro

I run a tax planning and financial advisory business so reach out with any questions!

On the forums you will see lots of tax pros commenting on varying topics as well reach out direct to them too

Jon Bock, CPA/PFS

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Jonathan Bock
Accountant · Bryn Mawr, PA · Member since 2023 · 409 posts · 321 votes
2y
Go to BUILD YOUR TEAM and click on Find a Tax Pro

I run a tax planning and financial advisory business so reach out with any questions!
On the forums you will see lots of tax pros commenting on varying topics as well reach out direct to them too

Jon Bock, CPA/PFS
2 Reply
Emily Holbrook
OP
Investor · Cranston, RI · Member since 2023 · 34 posts · 31 votes
2y
EXTREMELY helpful response. Thank you, Jonathan!
0 Reply
Account Closed
Accountant · San Diego, CA · Member since 2019 · 1k+ posts · 552 votes
2y
Hey @Emily Holbrook,
Given we are accountants, we cannot promote our services on BP as its against the rules.

To help in your search:

be sure to find an accountant who is willing to grow with you, and is not too high priced fee-wise. Not too 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!
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Ahad AliPro Member
CPA/Investor · Bronx, NY · Member since 2018 · 236 posts · 45 votes
2y
Quote from @Emily Holbrook:

Hello,
I am in need of a CPA who can handle filing my personal tax and business tax (small business owner). Looking for someone who is familiar with real estate investments and tax savings strategies around that. Please help!
Hi Emily, there are plenty of great CPA's on this platform you can choose from. We are a CPA Firm located in New York. We have CPAS and Enrolled Agents where we specialize in Real Estate and Small Businesses. I am also an investor myself. If you're interested, we would love to connect with you.
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Nate MeekerBusiness Member
Real Estate CPA | California · Member since 2020 · 544 posts · 251 votes
2y
@Emily Holbrook Would you be willing to work with a CPA remotely? As a real estate investor myself, I have found that the location of your CPA is not as important as is their experience with real estate.
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Emily Holbrook
OP
Investor · Cranston, RI · Member since 2023 · 34 posts · 31 votes
2y
Quote from @Nate Meeker:

@Emily Holbrook Would you be willing to work with a CPA remotely? As a real estate investor myself, I have found that the location of your CPA is not as important as is their experience with real estate.

Absolutely! I actually have a initial consultation call set up with you today. Looking forward to it!
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