Real Estate CPA recommendations in Atlanta

Atlanta, Georgia
Tax, SDIRAs & Cost Segregation
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Real Estate CPA recommendations in Atlanta

Demitrius Holmes
Member since 2022 · 1 post · 2 votes

Good day,

My name is Demitrius. I started a wholesale real estate business in November of 2020. I closed my first deal in August of 2021 & my second in October 2021. When 2022 came around I took off.  I've done 20+ deals this year so far. 

I am posting this message hopefully to get some good suggestions for real estate specific CPAs in the Atlanta, Ga area. I am looking to expand and I want to purchase my first duplex to house hack or do my first flip which both ventures require me to have my financials in order. 

The problem is, I haven't done the best job of keeping track of my day to day receipts for 2021 and the first half of 2022, but I do have receipts of major business related purchases.  I'm hoping to connect with a reliable CPA that I can build a relationship with to help me get on track with my tax returns but also someone that can provide sound advice as my business grows.

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Daniel Oropeza
New to Real Estate · New York, NY · Member since 2022 · 4 posts · 2 votes
2y

Hey Demitrius did you find a good CPA in ATL? I'm also looking for one

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  • Daniel Oropeza
    New to Real Estate · New York, NY · Member since 2022 · 4 posts · 2 votes
    2y

    Hey Demitrius did you find a good CPA in ATL? I'm also looking for one

    1Reply
  • Account Closed
    Accountant · San Diego, CA · Member since 2019 · 1k+ posts · 552 votes
    2y
    Quote from @Daniel Oropeza:

    Hey Demitrius did you find a good CPA in ATL? I'm also looking for one

    If i could chime in and help in the search:

    be sure to find an accountant who is willing to grow with you, and is not too high priced fee-wise. Not too low either, you don't want to go with someone who is just focused on price as this is a quality of a not-so-great accountant. Accountants are in such demand, that the best are not even accepting clients half the time.

    The other problem I see often with accountants on here is that they specialize in larger investors, and have really high prices when you as a smaller investor do not need all the bells and whistles.

    Another thing I see is folks thinking they need to have a tax professional in their state. We as a firm have investors working with us who have rental properties all over the US big and small.

    Finding a real estate-focused tax professional and one who can help with advisory and grow with you would be my suggestion to focus your efforts on finding. Best of luck in your search!

    0Reply
  • Bill HamptonBusiness Member
    Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 977 votes
    2y

    @Daniel Oropeza


    I recommend finding a tax strategist who specializes in real estate taxation. You may want to consider working with your tax strategist remotely to expand your options.

    I would also recommend looking for a tax strategist willing to work with you throughout the year, not just when preparing your tax return. You want an accountant who 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 in your search.

    404-482-3170
    Hampton Tax and Financial Services LLC4.7106 Reviews
    WebsiteView Page
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