Looking for a tax person and or financial advisor

Looking for a tax person and or financial advisor

Member since 2024 · 1 post · 1 vote

Hello,

I hope this is the correct forum. I am looking for a new person to do my family's taxes. We have two rentals and are current set to move again and will be renting out the house that we currently live in for a total of three rentals. I am hoping to find a tax person that has greater knowledge of rentals that our current person. Last year we found out they weren't filing our taxes currently and were only reporting one rental property. Our taxes are not too complex and pretty run of the mill.

Thanks! 

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Investor · Buffalo, NY · Member since 2026 · 42 posts · 19 votes
7mo

I use Ed Riley of riley consulting services.  Very knowledgable guy and fixed my taxes that were done wrong by my previous accountant.

happy to send you his email, dm me if you'd like

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  • Investor · Buffalo, NY · Member since 2026 · 42 posts · 19 votes
    7mo

    I use Ed Riley of riley consulting services.  Very knowledgable guy and fixed my taxes that were done wrong by my previous accountant.

    happy to send you his email, dm me if you'd like

  • Bill HamptonBusiness Member
    Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 979 votes
    7mo

    @Bradley Summers-Johnson

    I recommend finding an accountant who specializes in real estate taxation and is proactive instead of reactive when providing advice.

    Working remotely with your accountant will expand your options. The best person for the job may not be local.

    I would also recommend looking for an accountant who will 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.

    Happy to answer any questions. Good luck.

    Hampton Tax and Financial Services LLC4.7106 Reviews
  • Aaron ZimmermanBusiness Member
    Accountant · Chicago, IL · Member since 2018 · 2k+ posts · 1k+ votes
    7mo
    There’s a lot of great CPAs on here. I’d encourage you to head over to the tax section and reach out to a few people that are active. You can also use BP’s find a tax pro feature as well.
  • Accountant · Atlanta, GA · Member since 2026 · 4 posts · 2 votes
    7mo

    Hey @Bradley Summers-Johnson feel free to reach out and we can get you cleaned up

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