Real estate focused CPA in CA & FL

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Real estate focused CPA in CA & FL

Isaiah Cortez
Investor · FL · Member since 2023 · 8 posts · 8 votes

Hi BiggerPockets Community!

I am  embarking on an exciting real estate journey and looking for a knowledgeable and experienced CPA who specializes in real estate to help me set up my company, and ensure everything is structured correctly from the start.

I’m acquiring properties in both California and Florida, so it’s essential that the CPA is licensed in both states or nationally. Ideally, I’d love to work with someone who is actively involved in real estate investing themselves and can provide advanced tax strategies as I scale my real estate portfolio and associated LLCs.

Your referrals and recommendations would be greatly appreciated. Looking forward to connecting with someone who can help me minimize taxes and optimize my investments!

Thank you in advance for your help!

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  • John Mason
    Member since 2024 · 1k+ posts · 351 votes
    2y

    https://www.biggerpockets.com/forums/517/topics/1174034-look...

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

    @Isaiah Cortez, hi. 

    Welcome to the BiggerPockets Community! There are over 20 of us active CPAs here in these forums assisting Real Estate investors with their tax planning and strategies to minimize their tax liability. Make sure to reach out to one with real estate experience, as location is not a problem these days. Preferably contact us by e-mail to set up a consultation call. 

    0Reply
  • Katie Balatbat
    CPA and Attorney · San Diego, attorney · Member since 2022 · 301 posts · 219 votes
    2y

    @Isaiah Cortez

    Note that entity formation and entity structure is something that is usually carried out by an attorney, in conjunction and consultation with your CPA.  A lot of states consider formation of a legal entity, and especially the drafting of a document dealing with someone's ownership and rights, to be the practice of law.

    It seems that you may be a FL resident?  If so, CA's taxes are of course very different to FL's no tax state, so be sure to pick a CPA familiar with both states, as well as the nuances of entity formation in CA and additional taxes and responsibilities for business entities doing business in CA.

    *This post does not create an attorney-client or CPA-client relationship.  The information contained in this post is not to be relied upon.  Readers are advised to seek professional advice.

    0Reply
  • Bill HamptonBusiness Member
    Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 977 votes
    2y

    @Isaiah Cortez

    I recommend finding an accountant specializing in real estate taxation. You may want to consider working with your accountant 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 financial decisions you are making throughout the year.

    Good luck.

    404-482-3170
    Hampton Tax and Financial Services LLC4.7106 Reviews
    WebsiteView Page
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