Tax professional recommendation in Houston area

Tax professional recommendation in Houston area

Spring, TX · Member since 2016 · 36 posts · 17 votes

Hi All,


I have recently started growing my SFR portfolio in Houston area and now looking for a tax professional to help me with setting up an appropriate system going forward, e.g., correctly setting up LLC or partnership with my wife, other steps to help with tax optimization. Does anyone a good recommendation for a tax professional, preferably in Houston area? Any other recommendations/pointers for me? Thanks a lot in advance.

1Reply
25 views

Investor-friendly agents in Houston, TX

See the agents BiggerPockets members work with in Houston, TX.

Most Popular Reply

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

If you want someone local, you may want to reach out to @Michael Plaks

Regarding creating an LLC in Texas, be mindful that it may require the filing of a franchise tax return in Texas.
Luckily, Texas is a commuity property state which may exempt a husband/spouse from filing a separate partnership tax filing obligation.

See this reply in the discussion

4 Replies

Jump to latestLatest
  • Sean GrahamBusiness Member
    Investor , CPA · Detroit, MI · Member since 2016 · 589 posts · 249 votes
    2y
    Quote from @Sartaj G.:

    Hi All,


    I have recently started growing my SFR portfolio in Houston area and now looking for a tax professional to help me with setting up an appropriate system going forward, e.g., correctly setting up LLC or partnership with my wife, other steps to help with tax optimization. Does anyone a good recommendation for a tax professional, preferably in Houston area? Any other recommendations/pointers for me? Thanks a lot in advance.

    Congrats! Its always good to start working with a CPA earlier on 
    Maven Cost Segregation Tax Advisors553 Reviews
  • Accountant · Louisville, KY · Member since 2020 · 75 posts · 55 votes
    2y

    Congratulations on the growth! It's great that you are looking for an accountant early on. While finding a tax professional who is local can be ideal, sometimes a remote tax professional can service you better than someone local. Often times you can find a more specialized service when working with remote tax advisors who specialize in real estate tax law. There are several on this forum, so feel free to reach out to some to see if you can find the best fit! 

    Best of luck in your search!

  • Accountant · San Diego, CA · Member since 2019 · 1k+ posts · 552 votes
    2y
    Quote from @Sartaj G.:

    Hi All,


    I have recently started growing my SFR portfolio in Houston area and now looking for a tax professional to help me with setting up an appropriate system going forward, e.g., correctly setting up LLC or partnership with my wife, other steps to help with tax optimization. Does anyone a good recommendation for a tax professional, preferably in Houston area? Any other recommendations/pointers for me? Thanks a lot in advance.


     Hey Sartaj, 

    I highly recommend reaching out to folks providing value in the forums and asking if they are currently taking on clients. As accountants we are not allowed to promote ourselves as it is against the forum rules. Or you can make a post in the classifieds! 

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

    If you want someone local, you may want to reach out to @Michael Plaks

    Regarding creating an LLC in Texas, be mindful that it may require the filing of a franchise tax return in Texas.
    Luckily, Texas is a commuity property state which may exempt a husband/spouse from filing a separate partnership tax filing obligation.

Join the conversationCreate a free account to reply, vote on answers and follow this thread.