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Wendy L.
  • Investor
  • FL/IL
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Accountant Used to Investment Properties, 1031 Xchanges, etc.

Wendy L.
  • Investor
  • FL/IL
Posted Sep 22 2019, 14:40

Hi FLL-based investor w/doors in JAX here, looking for a new accountant or CPA who knows the RE game.  This year I did a 1031 (my first, yay) from one out-of-state to two props in JAX.   Our current accountant has never done a form 8824 before and I don't want to stress him out next year, as he is getting ready to retire.

The referred professional should be able to do our personal joint taxes that include the RE holdings and a small S-Corp my husband has, so two returns.  I am indifferent as to location as long as they are reliable and timely.  I would prefer to file in the first half of the year.

Thanks for whatever you can offer!  Warm regards, W