CPA Recommendations in Milwaukee Area

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CPA Recommendations in Milwaukee Area

Member since 2024 · 1 post · 0 votes

I am looking for CPA recs for someone in the Milwaukee area. I have five doors (four in Wisconsin and one in Minnesota) and am wanting to chat with someone about taxes and my 2024 expenses.

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Sean O'KeefePro Member

CPA | Accepting new clients | 50 States · Member since 2022 · 1k+ posts · 871 votes

@Jay St. Pierre I'm a Real Estate CPA, specifically focused on supporting real estate investors and developers with tax filing and optimizing taxes with planning. Feel free to reach out if you are still looking for help.

[email protected]628-241-0888

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Sean O'KeefePro Member
CPA | Accepting new clients | 50 States · Member since 2022 · 1k+ posts · 871 votes
1y
@Jay St. Pierre I'm a Real Estate CPA, specifically focused on supporting real estate investors and developers with tax filing and optimizing taxes with planning. Feel free to reach out if you are still looking for help.
[email protected]628-241-0888
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Paul Novak
Rental Property Investor · WI · Member since 2023 · 192 posts · 144 votes
1y
We use Nicholas Reach and he is based in Mequon. He is a bit old school but has always done a great job for us. He is really responsive and always willing to answer my questions throughout the year and I feel he is really affordable. We have been with him for 4 years and we are about the same size as you. We have 5 properties 7 doors. I received a recommendation to use him from two other investors that I know in Sheboygan so I know he knows real estate. You can google him and find his information. My tax preparation costs last year was $560 in total. That was for my personal return and the K1 preparation for my LLC. Even if you don't go with him I would recommend reaching out and seeing what you think.
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Basit SiddiqiBusiness Member
Accountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
1y
How are you recording your expenses?

Regarding discussing expenses, you likely want someone to chat with during the year to see what is deductible or not.

For example, if you are taking a trip to Minnesota, you may have a question regarding deductibility of travel costs such as flight, hotel, car rental, uber, etc
It would be best to work with a professional to speak to about expenses as you are incurring them instead of after the year.
[email protected]917-280-8544
Basit Siddiqi CPA4.979 Reviews
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