CPA for bigger pockets

Member since 2024 · 2 posts · 0 votes

in search of a CPA who knows the game. Looking for the right team member to help manage my US investments. Better if they have a little experience in international tax too. Not looking for ordinary CPA. Looking for someone who thinks like the bigger pocket team. Hoping you all have some recommendations or the right person find this.

cheers!

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Fulton Abraham Sanchez
CPA| New Clients Welcome| 50 States · Member since 2016 · 440 posts · 93 votes
6mo
@Jarom Gleed, hi. You’ll want someone who goes beyond filing and actually understands deal structure, scaling, and how international pieces impact your overall tax picture. That combination is rare but makes a big difference.

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Jarom Gleed
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Member since 2024 · 2 posts · 0 votes
6mo
Are you one of them?!
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Ashish AcharyaBusiness Member
CPA, CFP®, PFS · FL · Member since 2017 · 5k+ posts · 3k+ votes
6mo
Hey Jarom! Totally get the challenge of find a CPA who thinks creatively and strategically, but there are a lot on here answering questions like this consistently. The right CPA can totally change the way you grow and scale investments and usually planning is key. These days, a lot of firms work virtually and can assist clients across the country, which is great if you have properties in multiple states.

I would reach out and interview a few and see who really understands real estate, passive vs. non-passive income, and how things like 1031 exchanges and cost segregations fit into your bigger plan. The right CPA can make a big difference in helping you grow efficiently and make sure your taxes aren’t holding you back. Good luck and happy to connect!
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