Looking for good tax accountant / attorney

Maui, Hawaii
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Looking for good tax accountant / attorney

Dan McEvoy
Maui · Member since 2021 · 31 posts · 9 votes

Looking for a good tax strategist. Either an accountant specializing in real estate or tax attorney specializing in real estate

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Basit SiddiqiBusiness Member
Accountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
2y

Tax accountants and tax attorney's will normally do two different tasks.

When I think about a tax attorney, they will normally defend you in a tax court, interpret a new tax law that passed to see how it applies to you and your business or deal with complex tax laws such as transfer pricing.

The tax accountant will normally help with tax strategies and compliance.

Best of luck.

[email protected]917-280-8544
Basit Siddiqi CPA4.880 Reviews
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  • Joshua ThompsonBusiness Member
    Accountant · Melissa, TX (Remote) · Member since 2017 · 210 posts · 135 votes
    2y

    If you're looking for a tax attorney because you have an issue with the IRS let me know as I have two great referrals. If you're looking mainly for tax strategy like you mentioned I would reach out to a few active accountants here in the forums or use BP free tool "Build Your Investing Team" to match with an accountant that might fit you best.

    Thompson Tax Group LLC551 Reviews
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  • Sean GrahamBusiness Member
    Investor , CPA · Detroit, MI · Member since 2016 · 588 posts · 249 votes
    2y
    Quote from @Dan McEvoy:

    Looking for a good tax strategist. Either an accountant specializing in real estate or tax attorney specializing in real estate

    Hey @Dan McEvoy what are your needs? Do you have a real estate portfolio? 

    Maven Cost Segregation Tax Advisors553 Reviews
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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 · 979 votes
    2y

    @Dan McEvoy

    You came to the right place. A good real estate accountant can save you a ton of money using entity selection and formation, tax deductions and tax planning. 


     I recommend finding an accountant who specializes in real estate taxation and tax planning.

    You may want to consider working with your accountant remotely to expand your options.

    I would also recommend looking for a accountant willing to work with you throughout the year. You want an accountant who can help you strategize and who is responsive when you want to know the consequences of the financial decisions you are making throughout the year.

    There are over 20 real estate accountants on this site. Reach out to a few, see who you like and see if they are accepting new clients. 

    Good luck.

    404-482-3170
    Hampton Tax and Financial Services LLC4.7106 Reviews
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  • Austin Cheatham
    Accountant · Louisville, KY · Member since 2020 · 75 posts · 55 votes
    2y

    As someone who specializes in real estate accounting, I can share a few insights that might help you find the right tax strategist.

    1. Real Estate Accountants: Working with an accountant who has a focus on real estate is crucial. These professionals not only understand the intricacies of tax planning for real estate investments, but they also stay updated on the latest tax laws and strategies that can maximize your deductions and improve your cash flow. Look for someone with experience in areas like 1031 exchanges, cost segregation studies, and passive activity loss rules.
    2. Real Estate Tax Attorneys: If your situation involves complex transactions, legal disputes, or estate planning, a tax attorney specializing in real estate can be an invaluable resource. They bring a legal perspective to your tax strategy, which is particularly useful if you’re navigating issues that might require more than just accounting expertise.

    Depending on your needs, you might even consider a collaborative approach, where both an accountant and a tax attorney work together to optimize your tax strategy.

    Feel free to reach out if you have any more specific questions—I’m happy to share more insights.

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  • Account Closed
    Accountant · San Diego, CA · Member since 2019 · 1k+ posts · 552 votes
    2y
    Quote from @Dan McEvoy:

    Looking for a good tax strategist. Either an accountant specializing in real estate or tax attorney specializing in real estate


     Aloha Dan! 

    Here on BP they dont let us promote ourselves as accountants its against the forums rules. I would suggest reaching out to people providing free value here answering peoples questions and see if they are accepting new clients. Best of luck! 

    1Reply
  • Basit SiddiqiBusiness Member
    Accountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
    2y

    Tax accountants and tax attorney's will normally do two different tasks.

    When I think about a tax attorney, they will normally defend you in a tax court, interpret a new tax law that passed to see how it applies to you and your business or deal with complex tax laws such as transfer pricing.

    The tax accountant will normally help with tax strategies and compliance.

    Best of luck.

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