Investor · Phoenix, AZ · Member since 2014 · 74 posts · 32 votes
Hi all - I am an investor in the Phoenix, AZ area with 145 units in Tucson and multiple flips/developments in the Phoenix/Scottsdale area. Does anyone in the area have a good recommendation for an accountant? I looked into Keystone CPA, which seems to be active on BP, but I haven’t been able to get a return call from them and also, it seems they are pricey. Granted, they may be able to achieve a greater savings than their charged fees but that’s a big “IF”. I’m researching some accountants in the area, but it’s always great to have a recommendation.
Tucson, AZ · Member since 2018 · 8 posts · 4 votes
7y
Hi Christina
Frank, newbie investor in Tucson, Az. I dont mean to hi jack your posted, but I was just about to ask the same question, so instead of posting again, was hoping you or @Patrickallen could share the REI specialized accountant recommendation with me.
Personally, I would go with any firm that has been referred to you from other investors. In my opinion, finding a CPA is similar to finding a great general practice doctor. It is always a good idea to shop around and find the firm that you think will foster a great, long-lasting relationship with. Price is important too, but I would be willing to pay a little more for someone that knows my business and is always looking out for my best interests.
Not getting a call back would scare me a little bit. It could mean a bunch of things but, at the least, shows a lack of initiative on their part. There are a lot of really great small firms that you could look into.
For instance, Hunter Hagan and Company, LTD., located out of Scottsdale.
Realtor · Tucson, AZ · Member since 2014 · 241 posts · 139 votes
7y
I like keeping my personal references personal through direct message for the same reason BP prefers keeping their event posts contained only in their Events & Happenings section, to minimize on clutter in the general forums. Besides that, the moderators do not allow members to post any contact information (numbers/emails) in the forums outside of the Marketplace.
But because this post has gotten so much attention, and because @David Kirkland asked, I recommended Christina check out Tim Walsh with H&S Accounting. He's a preferred partners of AZREIA, based in Phoenix. DM me for his direct number or email.
Investor · Mesa, AZ · Member since 2018 · 28 posts · 17 votes
7y
@Patrick Allen, do you mind also sharing your personal reference with me? I know you put their website in your post but I assume you have a personal relationship that you are referencing. I reviewed H&S Accounting's website and it looks to cover every possible need.
Rental Property Investor · Member since 2018 · 74 posts · 22 votes
6y
Hi all - I am a newbie investor looking for a tax accountant. I'm looking for someone who can help us build wealth through real estate (planning to do a fairly decent 1031 in the coming year) while also tax planning and filing for our non REI business. Its been 12 months since @Christina L.@David Kirkland and @Jimmy Hodges were looking for a new accountant. I would love to know which accountant you would recommend. Thank you!