Need recommendation on CPA in MA who has experience with Investment Properties

Boston, Massachusetts
Personal Finance
5moFollow

Need recommendation on CPA in MA who has experience with Investment Properties

Aaron Landau
Member since 2024 · 11 posts · 8 votes

Hello all,

The title says it all. I typically file taxes myself, however, now that it's my first year with a tenant I want to get an accountant who is experienced with investment properties. Can anyone in the Massachusetts area please send me a recommendation for a CPA you use and trust? Thank you!

- Aaron 

1Reply
170 views

Most Popular Reply

Aaron ZimmermanBusiness Member
Accountant · Chicago, IL · Member since 2018 · 2k+ posts · 1k+ votes
5mo

What's most important is that you find a real estate cpa, not necessarily someone local. It'd be a bonus if the local person also knew real estate but that may not be the case.

you also open up the pool significantly by expanding your scope beyond mass, but totally respect your choice if you choose to stay local. 

[email protected]
Brick House CPAs53 Reviews
WebsiteView Page
1Reply
See this reply in the discussion

6 Replies

Jump to latestLatest
  • Stephen Geluz
    New to Real Estate · Los Angeles, CA · Member since 2023 · 83 posts · 29 votes
    5mo

    You may want to also ask in local MA investor groups or REIA meetups. I've noticed the best CPA referrals usually come from other landlords, not just a Google search.

    0Reply
  • Aaron ZimmermanBusiness Member
    Accountant · Chicago, IL · Member since 2018 · 2k+ posts · 1k+ votes
    5mo

    What's most important is that you find a real estate cpa, not necessarily someone local. It'd be a bonus if the local person also knew real estate but that may not be the case.

    you also open up the pool significantly by expanding your scope beyond mass, but totally respect your choice if you choose to stay local. 

    [email protected]
    Brick House CPAs53 Reviews
    WebsiteView Page
    1Reply
  • Ashish AcharyaBusiness Member
    CPA, CFP®, PFS · FL · Member since 2017 · 5k+ posts · 3k+ votes
    5mo

    Hi Aaron, it makes sense to bring in a CPA once you’ve got a rental in the mix. Even with a single property, there are a lot of opportunities around depreciation and expense tracking, and you don't want to miss out on them or have things set up incorrectly from year one.

    You’ll want someone who understands Schedule E reporting, how to properly allocate expenses, and can guide you on things like depreciation methods and future planning as you scale. That foundation becomes really important if you plan to add more properties down the line.

    There are a lot of great CPAs on here answering questions like this one, and most work virtually these days, which helps if you have properties across different states.

    I’d suggest interviewing a few and seeing who you connect with! Good luck and happy to connect!

    [email protected]941-914-7779
    INVESTOR FRIENDLY CPA®5240 Reviews
    WebsiteView Page
    TaxMD® | Tax Planning Software
    WebsiteView Page
    0Reply
  • Fulton Abraham Sanchez
    CPA| New Clients Welcome| 50 States · Member since 2016 · 440 posts · 94 votes
    5mo

    @Aaron Landau, hi. Congrats on your first rental,that first year is where most tax opportunities get missed. Make sure whoever you hire understands depreciation, startup vs. repair costs, and rental-specific deductions. I work with investors nationwide, including MA—happy to help or share insights if needed.

    0Reply
  • Basit SiddiqiBusiness Member
    Accountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
    4mo

    Hi Aaron - I saw another post that you are acquiring a very old property.
    Old properties normally require a lot of work to be done.

    You want your accountant to understand the de minimis safe harbor election and bonus depreciation.
    These two items will help you write off items sooner rather than later.

    Best of luck!

    [email protected]917-280-8544
    Basit Siddiqi CPA4.979 Reviews
    View Page
    0Reply
  • Ana Garcia
    CPA · Miami, FL · Member since 2015 · 134 posts · 83 votes
    4mo

    Hey Aaron! Welcome to the landlord club!

    I actually work at a CPA firm that specializes in real estate. We'd love to help you get set up right from the start, especially with things like depreciation schedules, rental income/expense tracking, and making sure you're not leaving deductions on the table.

    Feel free to DM me and I can connect you with our team. Good luck with the new tenant!

    0Reply
Join the conversationCreate a free account to reply, vote on answers and follow this thread.
Log InJoin for Free