I am new to investing. I have been looking for a rei CPA locally, who are experienced and good at advising on how to invest to get the best tax benefits. Any recommendations? Thanks a bunch!!!😊😊
@Maggie Baesler Hello Maggie...I am in Lafayette and use Damian Spiess
He may be able to help!
Are you open to working with your accountant remotely? 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.
Thanks very much for reaching out! ! I am just starting rei and feeling like knowing so little about everything. But I read about many investors prefer local CPAs because local CPAs would know better about state laws. What is your thoughts on that?
Thank you very much for the recommendation! I sure will check him out! Are you an investor too? Has the CPA been able to help you plan your investments well and get the most tax benefits? By the way, what kind of properties do you invest?😊
Our firm specializes in REI and works with our clients remotely. I am located near the Lafayette area and would appreciate the opportunity to speak with you.
Let me know if I can assist you!
I am in the Lafayette area and recognized your last name. Are you related to Steven Hundley?
@Jayde Landry Hello Jayde...yes Stephen is my brother. How do you know him?
Yes. I work full time as a realtor and I have rental property...singe family properties.
Damian also has rental properties so he has recommended different things regarding that. I’m not sure which tax benefits you are referring to but I tell him my goal is to pay the least amount of taxes...
Sure! Where is your firm? What’s your firm called? Thanks!!!