Any recommendations on an investor tax strategist/CPA in St Louis? St. Charles County?
Check out this awesome podcast with Bruce Jones. It sounds like he really knows his stuff. I will be listening again before searching for my tax professional.
There are many options of finding a local CPA with experience in real estate tax strategies.
1. Use the search function if a BP member previously was in search of a CPA. I like this approach because you can ask the posters who they ended up using and if they like working with them.
I went ahead and pulled up 4 posts of St Louis BP members asking for a CPA.
https://www.biggerpockets.com/forums/51/topics/504... https://www.biggerpockets.com/forums/51/topics/276... https://www.biggerpockets.com/forums/48/topics/293... https://www.biggerpockets.com/forums/51/topics/221...
2. Attend local real estate investment networking events. You can use the Events section of BP or go on meetup.com for groups/events. Below is a link with 2 events happening in St Louis soon
3. Find the big players in St Louis. on BP.
Add the keywords "St. Louis" and/or "Missouri" to the BP keyword alerts. You will notice that there are frequent posters who respond to topics with these keywords. Feel free to add these individuals to your network and ask who they use as a CPA.
4. If you are still unable to find a local CPA - Feel free to broaden your search by looking for a CPA that works with clients remotely. There are many CPA's on BP that do so.
In the meantime - feel free to ask any tax related questions. I would be glad to give my input.
Good luck on your search!
I tried calling Anders CPA and Farmer and Farley CPA in St. Louis. No one returned my calls. Maybe these firms are for larger investment companies. Is there are Amanda Han’s in the area? Any suggestions would be appreciated too!
@Jake Hottenrott Is somewhat in your neck of the woods.
He's a regular on here, an investor, and a CPA who focuses on REI. I'd give him a call and see if he's taking on new clients right now.
Basit, Mark, and Natalie - Thanks for the replies. I will look up Jake and look at those links. Basit - We just closed on our first multi-family so I am just wanting to start with good strategies (deductible items) from the beginning. Any low hanging fruit you can provide would be greatly appreciated!
Thank you, Natalie, for your recommendation!