Looking for tax strategist

Upstate New York, New York
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Looking for tax strategist

Kara LeboeufPro Member
Rental Property Investor · Glens falls, NY · Member since 2013 · 124 posts · 50 votes

Hello, 

We are in search of a tax strategist. We currently own 50 LTRs, 2 STRs (we will be selling). We are in the process of building a 16 unit apartment complex, and we are selling a business all in NYS. we buying land to develop a new primary homestead in Hawaii. Any advice on a strategist would be great thanks! 

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  • Michael PlaksPro Member
    Tax Accountant / Enrolled Agent · Houston, TX · Member since 2014 · 5k+ posts · 6k+ votes
    1y
    Quote from @Kara Leboeuf:

    Hello, 

    We are in search of a tax strategist. We currently own 50 LTRs, 2 STRs (we will be selling). We are in the process of building a 16 unit apartment complex, and we are selling a business all in NYS. we buying land to develop a new primary homestead in Hawaii. Any advice on a strategist would be great thanks! 


    https://www.biggerpockets.com/forums/51/topics/1222774-expla...
    0Reply
  • Jason MalabuteBusiness Member
    Accountant · Los Angeles, CA · Member since 2016 · 2k+ posts · 901 votes
    1y
    Quote from @Kara Leboeuf:

    Hello, 

    We are in search of a tax strategist. We currently own 50 LTRs, 2 STRs (we will be selling). We are in the process of building a 16 unit apartment complex, and we are selling a business all in NYS. we buying land to develop a new primary homestead in Hawaii. Any advice on a strategist would be great thanks! 


    Hi Kara,

    It sounds like you have a lot of moving pieces between your rentals, business sale, and development project—exciting times! Since you have rentals and are selling a business, I’m also curious—are you building the 16-unit apartment complex through a construction company you own?

    When looking for a tax strategist, I’d recommend working with someone proactive in actually creating a tax plan tailored to your situation, not just preparing your returns. A great tax strategist will take the time to deeply understand not just your current financials but also your long-term goals. A well-crafted tax plan should not only minimize tax liabilities but also align with your personal and family goals for the future.

    If you’d like to discuss further, feel free to reach out!

    Best,

    Jason Malabute, CPA

    Malabute & Company CPAs525 Reviews
    WebsiteView Page
    0Reply
  • Sean GrahamBusiness Member
    Investor , CPA · Detroit, MI · Member since 2016 · 583 posts · 248 votes
    1y
    Quote from @Kara Leboeuf:

    Hello, 

    We are in search of a tax strategist. We currently own 50 LTRs, 2 STRs (we will be selling). We are in the process of building a 16 unit apartment complex, and we are selling a business all in NYS. we buying land to develop a new primary homestead in Hawaii. Any advice on a strategist would be great thanks! 

    Hawaii sounds exciting! Congrats on the success 
    Maven Cost Segregation Tax Advisors554 Reviews
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    0Reply
  • Randall Tannen
    CPA | Accepting New Clients · Member since 2022 · 62 posts · 36 votes
    1y
    Quote from @Kara Leboeuf:

    Hello, 

    We are in search of a tax strategist. We currently own 50 LTRs, 2 STRs (we will be selling). We are in the process of building a 16 unit apartment complex, and we are selling a business all in NYS. we buying land to develop a new primary homestead in Hawaii. Any advice on a strategist would be great thanks! 


     Congratulations on all your success!

    0Reply
  • Bill HamptonBusiness Member
    Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 977 votes
    1y

    @Kara Leboeuf

    You came to the right place. Bigger Pockets is a great place to find a tax strategist specializing in real estate taxation.

    A good tax strategist can save you thousands of dollars by leveraging entity selection and formation, tax deductions, cost segregations, bonus depreciation and tax planning.

    I recommend finding an accountant specializing in real estate taxation, business taxation, financial planning and tax planning.

    Consider working with your tax strategist remotely to expand your options.

    I would also recommend looking for an tax strategist 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.

    Good luck.

    404-482-3170
    Hampton Tax and Financial Services LLC4.7106 Reviews
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    0Reply
  • Ahad AliPro Member
    CPA/Investor · Bronx, NY · Member since 2018 · 236 posts · 45 votes
    1y

    Hi Kara, 

    For managing multiple properties and transactions like yours, collaborating with a team of experienced CPAs and tax strategists can be beneficial. It's helpful to find professionals who can handle complex situations remotely as well. Feel free to connect with me if you need any recommendations. 

    0Reply
  • Aaron ZimmermanBusiness Member
    Accountant · Chicago, IL · Member since 2018 · 2k+ posts · 1k+ votes
    1y

    Kara,

    You've absolutely come to the right place with BP. I'd recommend reaching out to people in the forums or using the tax pros find here. There's a lot of quality CPAs on here that can assist as it pertains to your situation.

    [email protected]
    Brick House CPAs53 Reviews
    WebsiteView Page
    0Reply
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