CPA recommendations for a new investor

CPA recommendations for a new investor

Steve WilsonPro Member
Investor · Southeast Michigan · Member since 2024 · 23 posts · 15 votes

Hi all,

Looking to get started investing in the SE Michigan area (going to start with single family vs duplex) - primarily looking at Warren and Port Huron markets. Wondering if anyone out there has a CPA they would recommend I could reach out to who is reliable but won't break the bank for someone just starting out. Thanks!

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Drew SygitBusiness Member
Property Manager · Royal Oak, MI · Member since 2012 · 13k+ posts · 9k+ votes
11mo

Try Frank Alcini in BLoomfield

See this reply in the discussion

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  • Basit SiddiqiBusiness Member
    Accountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
    11mo

    If you buy a duplex, will it be 100% a rental or will you plan to house-hack it?

    There are many accountants on biggerpockets that are worth interviewing to be your accountant. I would interview a couple and go with the one you feel most connected with.

    Best of luck!

  • Steve WilsonPro Member
    OP
    Investor · Southeast Michigan · Member since 2024 · 23 posts · 15 votes
    11mo

    Appreciate the response. Sent out a few requests to connect with some CPAs I found earlier! This will be 100% rental.

    Steve

  • Drew SygitBusiness Member
    Property Manager · Royal Oak, MI · Member since 2012 · 13k+ posts · 9k+ votes
    11mo

    Try Frank Alcini in BLoomfield

  • Investor · Rochester, MI · Member since 2017 · 1k+ posts · 584 votes
    11mo

    Mathew Gurin is another good one he actually has rental himself so you can’t beat that.

  • Bill HamptonBusiness Member
    Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 979 votes
    11mo

    @Steve Wilson

    Reach out to a few of the accountants here on BP and see who you connect with.

    Consider working with your accountant remotely to expand your options.

    I would also recommend looking for an 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.

    Good luck.

    Hampton Tax and Financial Services LLC4.7106 Reviews
  • Aaron ZimmermanBusiness Member
    Accountant · Chicago, IL · Member since 2018 · 2k+ posts · 1k+ votes
    11mo

    There's a lot of great CPAs on here. I'd recommend reaching out to a few people that are active in the forums and seeing who you connect well with

  • Ashish AcharyaBusiness Member
    CPA, CFP®, PFS · Sarasota, FL · Member since 2017 · 5k+ posts · 3k+ votes
    11mo

    @Steve Wilson, 

    Hey, sent you a DM with all the details. Looking forward to connecting and helping you get started with your investments! Let me know if you have any questions.

    INVESTOR FRIENDLY CPA®4.9242 Reviews
    TaxMD® | Tax Planning Software
  • William ThompsonBusiness Member
    Accountant · Williamstown, NJ · Member since 2025 · 339 posts · 180 votes
    11mo
    Quote from @Steve Wilson:

    Hi all,

    Looking to get started investing in the SE Michigan area (going to start with single family vs duplex) - primarily looking at Warren and Port Huron markets. Wondering if anyone out there has a CPA they would recommend I could reach out to who is reliable but won't break the bank for someone just starting out. Thanks!

    Welcome to the investing journey! Warren and Port Huron are solid areas to start—lots of value opportunities if you buy right. I actually work with investors in that region on tax planning and entity setup, helping them get started without overpaying or overcomplicating things.

    If you’d like, I can share a few things to look for when choosing a CPA who truly understands real estate (and a few to avoid). Would that help?

    RE Accounting and Tax Professionals LLC522 Reviews
  • Sean O'KeefePro Member
    CPA | Accepting new clients | 50 States · Member since 2022 · 1k+ posts · 871 votes
    11mo

    Pick me :) Our firm specializes in helping high-income earners optimize their tax strategies through real estate. Real Estate Investors, Developers, and Short-term rental owners.

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