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Daniel Molina
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Seeking experienced real estate CPA

Daniel Molina
Posted Mar 25 2023, 19:15

I am seeking a CPA who has experience working with real estate investing clients. Location is not an issue, what's important is a CPA who has experience and knowledge working with real estate investment clients. 

Seeking a CPA who meets the following:

-Seeking an advisor so must be able available year round.

-PTIN

-Experience working with Real Estate investment clients.

-Uses tax software

-Free consultation

-Able to send a tax organizer

-File electronically

Thank you!

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Karl Denton
Pro Member
  • Rental Property Investor
  • Mansfield, CT
111
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Karl Denton
Pro Member
  • Rental Property Investor
  • Mansfield, CT
Replied Mar 25 2023, 21:20

Check out Charlie Smith, from Innovations CPA group in CT. I use him, he’s in the biggerpockets network as well!

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Linda Weygant
Pro Member
  • Investor and CPA
  • Arvada, CO
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Linda Weygant
Pro Member
  • Investor and CPA
  • Arvada, CO
Replied Mar 28 2023, 04:40

BiggerPockets has a CPA referral page.

https://www.biggerpockets.com/...

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Vicki X.
  • Investor
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Vicki X.
  • Investor
Replied Mar 28 2023, 08:17

@Daniel Molina the page Linda shared is a good source.

Some of your criteria made me smile -- "must be able available year round". if you don't have a long term engagement with a CPA, it's hard/impossible to get during the tax seasons. 

I've seen first hand how many CPAs said "after end of April". 

Good luck!

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Daniel Molina
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Daniel Molina
Replied Mar 28 2023, 15:14

@Vicki X. Thanks for your insight!