Military & Real Estate Tax Specialists

7 Replies

Hello GP community,

Looking for people who are tax specialists/CPAs/tax accountants who are experts in real estate investing as well as familiar with the military (and the tax situations that are involved with being in the military). 

Personally, I am looking to make the switch from TurboTax (which I've enjoyed using) to someone who can help me to make better overall decisions throughout the year with regards to my annual taxes. 

First, what are the costs associated with using someone like this?

Second, who do you use and/or recommend?

Thanks and hope this helps some others as well. 

Updated almost 3 years ago

BP (not GP)... Samsonite, I was way off!

Originally posted by @Paul Allen :

I heard that Paul Allen guy is good.  :)

You can check out my website at the link below. 

Best of Luck with Your Real Estate Investing!

 Hey Paul, thanks for your response. I took a look at your website. Do you work taxes year-round, so if I had questions that were tax-related, would you be able to help out during the tax off-season? If so, how do you charge for those services? 

Tom

Hey Paul, 

I called your office today and quickly realized that you're in Virginia Beach. Hope you're staying safe out there! 

Way to reach out and ask the right questions. I have a question too. I'm active duty and I bought a primary residence in Dec 2017. Now I must move overseas in March of 2019 for 1 year. Can I sell it and get an exemption to the capital gains tax of occupying the primary residence 2 of the last 5 years?

@Tom Gillotti - Ha! Yeah, I was in Orlando last week at a 3-day tax seminar hosted by the IRS. Then I hung out with family who lives down there for a few days. I'm just now getting caught up from being out a week. 

@Branden Van Matre - Short Answer is "Yes"

Medium Answer is "Yes, but it might not be the full amount (but you might not need the full amount, so that might not matter)."

Call me for the Long Answer. I don't want to type it all!

Free eBook from BiggerPockets!

Ultimate Beginner's Guide Book Cover

Join BiggerPockets and get The Ultimate Beginner's Guide to Real Estate Investing for FREE - read by more than 100,000 people - AND get exclusive real estate investing tips, tricks and techniques delivered straight to your inbox twice weekly!

  • Actionable advice for getting started,
  • Discover the 10 Most Lucrative Real Estate Niches,
  • Learn how to get started with or without money,
  • Explore Real-Life Strategies for Building Wealth,
  • And a LOT more.

We hate spam just as much as you