CPA Referral in NE New York

Upstate New York, New York
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CPA Referral in NE New York

Zahrah McFadgen
Investor · Menands, NY · Member since 2016 · 78 posts · 16 votes

Hello. Can anyone give me a good referral to an investor friendly realtor, CPA, tax adviser, or attorney in the North East or Albany, NY are? Thanks!

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Kevin Maxwell
Vendor · Albany, NY · Member since 2016 · 25 posts · 5 votes
9y

Hello Zahrah,

I currently use Donnna Trainor, CPA she is located on 21 Everett road ext. Albany NY. She is great! Feel free to inbox me for more info.

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  • Kevin Maxwell
    Vendor · Albany, NY · Member since 2016 · 25 posts · 5 votes
    9y

    Hello Zahrah,

    I currently use Donnna Trainor, CPA she is located on 21 Everett road ext. Albany NY. She is great! Feel free to inbox me for more info.

    1Reply
  • Zahrah McFadgen
    OP
    Investor · Menands, NY · Member since 2016 · 78 posts · 16 votes
    9y

    @Kevin 

    Thanks for the referral and help Kevin! I definitely will. 

    I will check Donna out and let her know you refered me.

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  • Kevin Maxwell
    Vendor · Albany, NY · Member since 2016 · 25 posts · 5 votes
    9y

    Perfect. Thank you.

    0Reply
  • David Epstein
    Member since 2022 · 3 posts · 2 votes
    1y
    Hi Kevin, 
    I'm also looking for a CPA with real estate niche knowledge in the Albany area - could you send any relevant info to my inbox and I'd be happy to mention you when I talk with her?
    1Reply
  • Bill HamptonBusiness Member
    Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 977 votes
    1y
    Quote from @David Epstein:
    Hi Kevin, 
    I'm also looking for a CPA with real estate niche knowledge in the Albany area - could you send any relevant info to my inbox and I'd be happy to mention you when I talk with her?

    Bigger Pockets is a great place to find a real estate tax accountant.

    A good real estate accountant can save you thousands of dollars by leveraging entity selection and formation, tax deductions, cost segregations, bonus depreciation and tax planning.

    I recommend finding an accountant who specializes in real estate taxation, business taxation, financial planning and tax planning.

    You may want to consider working with your accountant remotely to expand your options.

    I would also recommend looking for a 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.

    404-482-3170
    Hampton Tax and Financial Services LLC4.7106 Reviews
    WebsiteView Page
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  • Sean O'KeefePro Member
    CPA | Accepting new clients | 50 States · Member since 2022 · 1k+ posts · 870 votes
    1y

    Zahrah, appreciate it! Thank you.

    [email protected]628-241-0888
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