CPA & Tax Planning

Eugene, Oregon
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CPA & Tax Planning

Samantha Chacon-Johnson
New to Real Estate · OR · Member since 2025 · 69 posts · 26 votes

Hello, 

I am looking for a CPA that I can meet in person to discuss tax planning. I am willing to travel 2 hours away from Eugene. 

The CPA must be willing to defend us and their work in a audit, as well.

I am also needing to do some tax planning for the upcoming years. 
 
Please put recommendations & a mini review in the comments. I would like to know why you recommend them and what you like about working with them. 

Samantha 

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

    Hey Samantha! You're definitely on the right track, looking for a CPA who can help you with tax planning rather than just prepare returns.

    The audit support question is also a good one to ask upfront, since some real estate strategies can make you more open to IRS scrutiny. In addition to asking whether they provide audit support, I would also ask whether they have experience defending the specific strategies they recommend.

    An in-person CPA can be helpful, but a lot of firms that specialize in what you need work virtually now and work with clients nationwide, which can be especially helpful if you plan on investing in multiple states or growing your portfolio outside of your local area.

    You're in a great place to find what you are looking for. There are a lot of CPAs out there answering questions in threads just like this one. I’d reach out to a few, interview them, and see who you connect with and who seems like the best fit for your goals. Happy to connect!

    [email protected]941-914-7779
    INVESTOR FRIENDLY CPA®4.9242 Reviews
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    TaxMD® | Tax Planning Software
    WebsiteView Page
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  • Mike GrudzienPro Member
    Lender · Eugene, OR · Member since 2019 · 2k+ posts · 1k+ votes
    5mo

    Moss Adams, Eugene Oregon
    Isler & Co., Eugene, Oregon

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