Looking for a local CPA. Any Recommendations?

Question

Hey. I currently have 1 rental property and I am looking to expand. I am in the Venice/North Port/Port Charlotte area. I want to meet with a CPA that has a background in real estate investing. If anyone has any recommendations I'd appreciate it. Thanks!

Raymond J. Rodrigues · Answer

Hi @Josh Green, any recommendations for @Nicole Smith?

Natalie Kolodij · Answer

@Steven Hamilton II is Real Estate Specialized. He works with clients all over but he has a Florida office specifically.

Josh Green · Answer

@Nicole Smith

If you're still looking I can send you one who works closely with our brokerage for many years.  Only thing is his client base is full of big players so his time is limited for smaller investors. However, doesn't hurt to reach out as he can connect you to others if necessary - just DM me and I can give you his phone number 👍🏼

Scott Crowley · Answer

I'm not local to your area. However, the best method I used to determine my CPA (or at least where I ended up) was just picking up the phone, calling places, asking a list of questions that were important to me, and scheduling a meeting if I decided they were worth a deeper conversation.

Once the meeting came around (whether in-person or video chat), I asked very specific questions about my intentions of using the tax code to my advantage through REI and essentially 'tested' their readiness to lead a client of my nature.

If you study and educate yourself enough on a generally broad scope of the tax advantages of RE, you will be able to determine if a CPA fits your mold or not.

Melanie Thomas · Answer

Badger & Badger team are local to Texas but work with clients all over. Happy investing!

Looking for a local CPA. Any Recommendations?

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