Looking for a CPA with Tax Planning expertise

[Joanna Highet]

Looking to change CPA's to someone with more of a real estate background that can provide tax planning advice and strategies. We have a high W2 income to offset, started a LLC in property management and will close on our 3rd rental in a few weeks. Planning to add 1-2 properties per year. Current CPA and bookkeeper provide little guidance and do not appear to have the vision or knowledge we are looking for. Would love any recommendations. Thanks!

[Michael Plaks]

Quote from @Joanna Highet:

Looking to change CPA's to someone with more of a real estate background that can provide tax planning advice and strategies. We have a high W2 income to offset, started a LLC in property management and will close on our 3rd rental in a few weeks. Planning to add 1-2 properties per year. Current CPA and bookkeeper provide little guidance and do not appear to have the vision or knowledge we are looking for. Would love any recommendations. Thanks!

This forum is the best place to find who you are looking for. There are over 20 of us, and we all work remotely and nationwide.

Find a few questions on this forum that seem to be relevant to you. Look who answered these questions and how. Next to the name, you can see whether this person is a tax professional: a CPA, an EA (Enrolled Agent), a tax strategist and so on, it all means a tax professional. You can probably get a general feeling whether you like this person's technical competence and personality. If you come across the same person on multiple threads, and you consistently like them, send a PM.

Please keep in mind that we're prohibited from offering our services to you, both publicly and privately - unless YOU initiate the conversation from your end.