Looking for a Tax Pro and Insurance Broker

Looking for a Tax Pro and Insurance Broker

Chris LanePro Member
New to Real Estate · Nashville, TN · Member since 2024 · 13 posts · 7 votes

Hi All,

I've recently started my journey, and I'm building out my team, started analyzing deals to see what might work for me, but I'm still in need of a couple of missing pieces. I'd like to find an accountant to help me mostly with the tax side of things as I get set up, and ultimately, I'd like to grow that relationship as I add more properties to my portfolio. So, I guess I'm looking for someone that's willing to work with me while I'm a small fish, with the anticipation that I'll be a bigger fish with more accounting/tax needs in the future.

I've been through the BP "find your tax pro" section, and I've got to say that none of the options work for me. Some seem to expect you to come with a sizeable portfolio to start, and have hefty retainers to reflect that. I'm looking for someone that's going to work with the little guy until they have that sizeable portfolio.

Same/similar need for insurance. Looking for a couple more insurance broker options. I've talked to one, left a VM for a second, but looking for a reputable 3rd or 4th to compare.

I'm based in Nashville, so I'm asking here, but I'm looking at investing primarily in Tennessee, and but also possibly down into Alabama.

Any recommendations?

Thanks, y'all.

2Reply
38 views

Most Popular Reply

Accountant · McKinney, TX · Member since 2023 · 394 posts · 580 votes
2y

@Chris Lane feel free to reach out.

See this reply in the discussion

9 Replies

Jump to latestLatest
  • Ben TrageserPro Member
    Accountant · Montclair, NJ · Member since 2020 · 218 posts · 104 votes
    2y

    @Chris Lane reccomend @Jeff Nash as he handles both

  • Property Manager · Member since 2024 · 17 posts · 1 vote
    2y

    You can consider Taxwisecorps.com

    they specialize in helping small business owners maximize their profit and manage their tax.

    @Account Closed.

  • Greg ParkerBusiness Member
    Realtor, Contractor, Property Manager · Montgomery AL and Kowaliga, AL · Member since 2017 · 670 posts · 536 votes
    2y

    What part of Alabama?

    MGM Property Pros LLC
    View Page
  • Real Estate Agent · Nashville, TN · Member since 2015 · 2k+ posts · 2k+ votes
    2y

    @Chris Lane

    Tax: Clint Hauser - Hauser CPA

    Insurance: Look up Mike Batez. State farm agent. I work with Kendall out of his office. Love her - she is awesome and they have excellent rates. 

  • Accountant · McKinney, TX · Member since 2023 · 394 posts · 580 votes
    2y

    @Chris Lane feel free to reach out.

  • Chris LanePro Member
    OP
    New to Real Estate · Nashville, TN · Member since 2024 · 13 posts · 7 votes
    2y
    Quote from @Luka Milicevic:

    @Chris Lane

    Tax: Clint Hauser - Hauser CPA

    Insurance: Look up Mike Batez. State farm agent. I work with Kendall out of his office. Love her - she is awesome and they have excellent rates. 


    Hi Luka, someone else recommended Clint Hauser to me and he was my first contact. Not taking new clients.
  • Bill HamptonBusiness Member
    Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 979 votes
    2y

    @Chris Lane

    You came to the right place. A good real estate accountant can save you thousands of dollars by leveraging 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.

    Hampton Tax and Financial Services LLC4.7106 Reviews
  • Basit SiddiqiBusiness Member
    Accountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
    2y

    Are you at the step of analyzing properties but you haven't got anything under contract yet?

    I would focus your attention on professionals who will help you acquire your property(Agents, wholesalers, other investors) as your first step.

    Your real estate agent should be able to refer you to a couple of insurance agents / brokers in the area.
    I am not sure that you need 3-4 brokers to be honest. 
    One broker should have a web of 5+ insurance agents hes working with so if you are working with two brokers, you should in theory have connections to 10+ agents in the area.

    Furthermore, you can likely wait to talk to an accountant until you have a property under contract.
    Having discussions with an accountant before you have a property or strategy will likely be high level in nature.

    Best of luck!

  • Ahad AliPro Member
    CPA/Investor · Bronx, NY · Member since 2018 · 236 posts · 45 votes
    2y

    Hi Chris,

    It sounds like you're on an exciting journey, and it's great to hear that you're planning ahead for your growing portfolio. Finding the right accountant who can grow with you is indeed crucial, especially when it comes to navigating the complexities of tax as you expand.

    I've heard positive things about some firms that specialize in working closely with small investors and have a reputation for being forward-thinking and professional. They often provide tailored strategies to help manage taxes effectively from the ground up. 

    If you'd like more detailed insights or need further guidance on what qualities to look for in these professionals, let's connect.

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