Realtor · Portland, ME · Member since 2015 · 656 posts · 552 votes
Hey everyone. I'm looking for a CPA in Massachusetts that has deals with real estate investors/agents. I am looking to do some tax planning/prep before the year ends and would like to speak with someone. I have my normal W2 salary, commission earnings as an agent, as well as the purchase of a two-family this year with a 203k loan to deal with this season for taxes. As someone with very little experience in the tax world, all of those things in one year seems extremely complicated and I want to prepare accordingly. Any suggestions or referrals would be great! I work in Boston and live on the North Shore. Thanks everyone!
Rental Property Investor · Providence, RI · Member since 2013 · 120 posts · 41 votes
8y
@Dan Weber You may want to reach out to @Brandon Hall who is well known on this site for being an established CPA - and I can personally recommend him from my own positive experience working with him.
Hey everyone. I'm looking for a CPA in Massachusetts that has deals with real estate investors/agents. I am looking to do some tax planning/prep before the year ends and would like to speak with someone. I have my normal W2 salary, commission earnings as an agent, as well as the purchase of a two-family this year with a 203k loan to deal with this season for taxes. As someone with very little experience in the tax world, all of those things in one year seems extremely complicated and I want to prepare accordingly. Any suggestions or referrals would be great! I work in Boston and live on the North Shore. Thanks everyone!
I can recommend Izzy Zuber, CPA in Brookline. Very knowledgeable in real estate, and very honest. Two-person operation, not some big firm who doesn't remember your name. Best of luck Daniel
Real Estate Agent · Boston, MA · Member since 2015 · 319 posts · 80 votes
8y
@Dan Weber If you end up needing a third option, let me know. My CPA is out of Dedham, but deals remotely. I wouldn't want to handle those filings either! Lol
Rental Property Investor · Providence, RI · Member since 2013 · 120 posts · 41 votes
8y
@Dan Weber You may want to reach out to @Brandon Hall who is well known on this site for being an established CPA - and I can personally recommend him from my own positive experience working with him.
@Dan Weber who did you use as a contractor for the 203k loan and how did you find them? I was looking at doing a 203k loan a property but had a hard time finding a contractor who was qualified, reliable, and willing but not overly expensive. Did you find a CPA you like?