Need professional tax advisor and accountant

Aurora, IllinoisWantProfessionalsAccountant/CPA
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Need professional tax advisor and accountant

Chin Siqing Zhang
Member since 2018 · 2 posts · 2 votes

Any recommendations for someone who can provide professional advices about future strategies regarding rental related tax and possibly also filing tax returns?

Thank you!

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  • Bill HamptonBusiness Member
    Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 977 votes
    2y

    @Chin Siqing Zhang

    I recommend finding an accountant  specializing in real estate taxation. You may want to consider working with your tax strategist remotely to expand your options.

    I would also recommend looking for a tax strategist willing to work with you throughout the year, not just when preparing your tax return. You want an accountant who can help you strategize and who is responsive when you want to know the tax consequences of the decisions you are making throughout the year.

    Good luck.

    404-482-3170
    Hampton Tax and Financial Services LLC4.7106 Reviews
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  • Account Closed
    Accountant · San Diego, CA · Member since 2019 · 1k+ posts · 552 votes
    2y
    Quote from @Chin Siqing Zhang:

    Any recommendations for someone who can provide professional advices about future strategies regarding rental related tax and possibly also filing tax returns?

    Thank you!


     Hey Chin! 

    If i could chime in to help in the 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!

    0Reply
  • Fulton Abraham Sanchez
    Accountant · CPA Miami, FL · Member since 2022 · 192 posts · 43 votes
    2y

    @Chin Siqing Zhang, hi. There are over 20+ active CPAs here in Biggerpockets assisting real estate investors nationwide with their tax filings and tax planning. Make sure to reach to one with real estate experience. 

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