Looking for a Tax Strategist/CPA

Member since 2025 · 18 posts · 14 votes

Hello BP Fam,

I am looking for a tax strategist/CPA. Me and my husbands tax facts have gotten more complex this year and we are interested in strategies and advice to lower our tax liability for the upcoming years. We have 3 properties, one SFH, and 2 duplexes. 2 properties is owned in our personal name and the other in our property management company name. My husband also have a cleaning business and we both share a rental company. My husband is a new grad accountant studying for his CPA but is not 100% comfortable tackling our return this year. If you someone could recommend us to someone we would truly appreciate it.

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Aaron ZimmermanBusiness Member
Accountant · Chicago, IL · Member since 2018 · 2k+ posts · 1k+ votes
2d
There’s a lot of great CPAs on BP, so you’ve come to the right place!
The good news with having your husband be an accountant is that your books should be pretty clean which makes things easy come tax time.
The biggest things you’d want your preparer to assist with is getting the basis right on any new purchases, making sure qbi is elected properly for rental and related businesses.
On the tax strategy side, you’d want to see what options you have at your disposal tailored to your unique situation.
Best of luck in your search!
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Ashish AcharyaBusiness Member
CPA, CFP®, PFS · Sarasota, FL · Member since 2017 · 5k+ posts · 3k+ votes
1d
Antonio, it sounds like you’ve reached the point where having someone look at everything together can make a real difference. With the properties, property management company, cleaning business, and rental company all in the picture, I’d want the planning to look at the whole structure rather than each piece separately.
I’d also look for a CPA who is willing to plan with you throughout the year, not just review everything once tax season comes around. Things like acquisitions, entity structure, depreciation, how the different businesses interact, and your plans for the next few years are much easier to address before the decisions are made. Tax preparation is important, but we want the tax return to be the result of the planning, not the starting point.
Since you’re looking for someone specifically focused on strategy, I’d be happy to connect and learn more about your situation.
Feel free to DM me I’d be happy to send over a few resources that might be helpful.
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Sundeep Babbar
Rental Property Investor · Austin · Member since 2022 · 15 posts · 4 votes
1d
Before you meet with anyone, I'd pull together a separate P&L for each property and each business, plus a one-page list of which name or entity owns what. Mine took an evening the first year, but it meant the CPA could quote and plan off real numbers instead of billing hours to untangle them. I'd also ask specifically how the rent from the property titled in your management company is being reported, since it's easy to mix that up with the company's management income.
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