Looking for a tax strategist

Looking for a tax strategist

Investor · Member since 2021 · 65 posts · 33 votes

Hey Everyone! I am looking for a tax strategist to help guide us. We own multiple businesses which have grown a lot in the last year and have rental properties that we own. I feel that a lot of deductions are being missed by my current CPA. Please send your recommendations. Thank you!

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Accountant · Louisville, KY · Member since 2020 · 75 posts · 55 votes
1y

You've came to the right place to find a real estate focused accountant. There are several on the forums. I would look around and see who is providing value and reach out and see if they can assist.

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  • Accountant · Miami, FL · Member since 2020 · 89 posts · 57 votes
    1y

    Hi Kevin. I'm a CPA. I've been practicing tax for about 2 years. I'm probably not the best person to be your tax strategist, but I can introduce you to the partners in my company, who have 15+ years of experience and have worked with people in your situation. The name of my company is Moss, Krusick, and Associates (MKA). We have multiple offices in Florida. I'm based in the Miami office. We work with clients nationwide. Let me know if you have any questions about MKA that I can answer for you.


    Just curious. What deductions do you think your current CPA is missing?

  • Accountant · San Diego, CA · Member since 2019 · 1k+ posts · 552 votes
    1y

    Hey Kevin, as tax accountants, we are not allowed to self-promote in the tax forum as it is against the forum rules. I would highly encourage you to reach out to accountants who are providing other people value and seeing if they're accepting new clients. Best of luck.

  • Accountant · Louisville, KY · Member since 2020 · 75 posts · 55 votes
    1y

    You've came to the right place to find a real estate focused accountant. There are several on the forums. I would look around and see who is providing value and reach out and see if they can assist.

  • Ahad AliPro Member
    CPA/Investor · Bronx, NY · Member since 2018 · 236 posts · 45 votes
    1y


    Hi Kevin,

    Finding a tax strategist who can maximize your deductions is crucial, especially with multiple businesses and rental properties. Consider seeking someone experienced in complex tax situations to ensure you're not missing out on potential savings. Many professionals offer remote consultations for added convenience. If you need any recommendations, feel free to connect with me.

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