Looking for a CPA who is willing to do a simple request

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Looking for a CPA who is willing to do a simple request

Stan J.
Member since 2025 · 43 posts · 8 votes

Just want a CPAs perspective on what I can expense on some invoices with follow up questions. Probably a 15 minute chat. Any state works. Feel free to reach out.

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  • Bill HamptonBusiness Member
    Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 977 votes
    5mo

    Stan, it 's the day before April 15th. Most accountants are very busy with their paying clients and can't take the time to give you free advice.

    I recommend filing an extension and paying an accountant that specializes in real estate taxation for a consultation or paying that accountant to do your taxes. 

    Good luck. 

    404-482-3170
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  • Jose OrtizBusiness Member
    Accountant · South Florida · Member since 2026 · 46 posts · 18 votes
    5mo

    Hi Stan,

    Questions around what you can expense usually require a bit more context than a quick call allows. Rather than giving piecemeal answers, we start with an initial session to understand your full situation.

    From there, we put together a diagnostic that outlines what’s currently happening, where the risks or gaps are, and the opportunities available. Then we recommend the right strategy - the “medicine,” so to speak - based on that.

    If that approach makes sense for you, I’m happy to walk you through next steps.

    In the meantime, I’d echo Bill’s advice....filing an extension is a smart move to give yourself time to get things properly reviewed.

    Feel free to reach out if you’d like to proceed.

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  • Stan J.
    OP
    Member since 2025 · 43 posts · 8 votes
    5mo

    Never said that I wouldn't pay lol, so not sure where you got that idea. I called plenty of firms and no one wanted to do a 15 minute chat. If they were willing to do a consultation, it had to be 1 hour and no one would pro rate. I was lucky enough to have people on here reach out regardless.

    0Reply
  • Fulton Abraham Sanchez
    CPA| New Clients Welcome| 50 States · Member since 2016 · 430 posts · 93 votes
    5mo

    @Stan J., hi. Happy to share a quick perspective. Biggest thing is making sure expenses are ordinary, necessary, and tied to income, documentation is everything. Also worth checking timing (capex vs expense) since that impacts deductions. A quick review now can prevent issues later.

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