ISO CPA in Charlotte, NC (Personal and REI)

Member since 2016 · 2 posts · 1 vote

Looking for recommendations to combine my CPA advisory services for personal and real estate in the Charlotte area.

Thanks in advance!!

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Bill HamptonBusiness Member
Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 979 votes
5y
Kenneth,
I recommend finding an accountant who specializes in real estate taxation over one that is local. You may want to consider working with your accountant remotely to expand your options.

I would also recommend looking for a tax strategist who is willing to work with you throughout the year, not just when preparing your tax return. You want an accountant that can help you strategize and who is responsive when you want to know the tax consequences of the decisions you are making throughout the year.

Good luck and let me know if you have any questions.
404-482-3170
Hampton Tax and Financial Services LLC4.7106 Reviews
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Colleen Goldstein
Real Estate Broker · Matthews, NC · Member since 2017 · 135 posts · 99 votes
5y
Eric Little is a real estate investor & CPA. Charges by the form. Very easy to work with & highly recommend
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