Looking for CPA / Tax advisor in DFW

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Looking for CPA / Tax advisor in DFW

Rental Property Investor · Dallas, TX · Member since 2022 · 24 posts · 12 votes

Looking for tax help for me that have a few properties across different states. Recently moved to the DFW area and looking for some good recommendations in the area. 

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Aaron ZimmermanBusiness Member
Accountant · Chicago, IL · Member since 2018 · 2k+ posts · 1k+ votes
7mo

@Subhosh Kiran Perikala yes I do tax prep and advisory. Feel free to pm me (providers of services are prohibited to reach out to members to promote their services)

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  • Aaron ZimmermanBusiness Member
    Accountant · Chicago, IL · Member since 2018 · 2k+ posts · 1k+ votes
    7mo
    Welcome! There’s a ton of great CPAs on here. Since you’re in Texas, I’d recommend expanding your search nationally since there’s no income taxes in taxes. What’s most important is that you get a real estate cpa
    • Rental Property Investor · Dallas, TX · Member since 2022 · 24 posts · 12 votes
      7mo
      Quote from @Aaron Zimmerman:
      Welcome! There’s a ton of great CPAs on here. Since you’re in Texas, I’d recommend expanding your search nationally since there’s no income taxes in taxes. What’s most important is that you get a real estate cpa

       That's a good point. My preference is to get a real estate CPA as well. Will you be able to help? I am also looking for tax advisor to help me with real estate specific information.

    • Aaron ZimmermanBusiness Member
      Accountant · Chicago, IL · Member since 2018 · 2k+ posts · 1k+ votes
      7mo

      @Subhosh Kiran Perikala yes I do tax prep and advisory. Feel free to pm me (providers of services are prohibited to reach out to members to promote their services)

  • Sean O'KeefePro Member
    CPA | Accepting new clients | 50 States · Member since 2022 · 1k+ posts · 870 votes
    7mo

    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.


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

    Hi Subhosh,

    I saw some posts where you potentially have some STR's, some propreties you want to sell and properties across many states.

    Therefore, you likely want to connect with an accountant who if familiar with STR(Active vs passive), understanding how to defer / exclude gain from sale(1031 exchange, installment sale, DST, QOF, etc) and multi-state taxation

    Best of luck!

  • Denver McClurePro Member
    Financial Advisor · Dallas, TX · Member since 2018 · 659 posts · 479 votes
    3mo

    @Jeff Nash is a DFW CPA/CFP familiar with DSTs and 1031 exchanges. 

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