If you use a CPA or Tax Professional, how did you find him or her?

PinnedPoll
Tax, SDIRAs & Cost Segregation
3yFollow

If you use a CPA or Tax Professional, how did you find him or her?

Katie MillerPro Member
General Manager, Publishing at BiggerPockets · Denver, CO · Member since 2017 · 459 posts · 642 votes

How did you find your CPA or tax professional? 

If you haven't yet found a CPA or tax professional to help you save on your tax bill each year, would you want BP to help recommend a tax professional for you? We're here to help! 

Post your thoughts below 👇👇👇👇

496 votes total

A friend or another investor recommended them
I found them on BiggerPockets
I found them via online search engine (Google, Bing, etc.)
I met them at an in-person event or meetup
Other
I just want to see the answers so I can find my own CPA this year!
Sign in or create account
Podcast Guest on Show #217
56Reply
1,736 views

Most Popular Reply

Troy P.
Investor · Baton Rouge, LA · Member since 2019 · 184 posts · 167 votes
3y

I'm currently in the market for a Tax Pro that can assist with my relatively basic returns and continue to assist with a tax strategy moving forward.

40Reply
See this reply in the discussion

134 Replies

Jump to latestLatest
  • Diyan Yap
    Accountant · Austin, TX · Member since 2024 · 53 posts · 35 votes
    2y

    Reference for other professional

    0Reply
  • Katie Smith
    Member since 2024 · 2 posts · 1 vote
    1y

    Hi, thx in advance for any and all replies. Can anyone recommend or point me in the direction of finding exceptional real estate cpas for an older client who wants to minimize tax burden when selling her farm this yr? She wants to put proceeds into a strategy that is not real estate, which obv presents challenges for tax mitigation. She needs someone who can think outside the box and won't be looking for opportunity to sell her on something for their own financial gain and are willing to provide a free preliminary consultation. She needs someone who actually puts their client's interest first. Thank you again for all replies.

    1Reply
  • Kristina Curtin
    Member since 2024 · 1 post · 1 vote
    1y
    Quote from @Rebecca E.:

    @Katie Miller

    I came here because I just had my yearly with my new accountant. I've gone through 4 different ones in the past 4 years and I've finally found a good one.

    I had recommdations from people who didn't do real estate, terrible. I used one frequently discussed in BP, TERRIBLE AND EXPENSIVE. Now I found one that specializes in real estate investors that was recommended by an online mentor. This one is good.


     Rebecca - can you send me who you use please?

    1Reply
  • Account Closed
    Member since 2023 · 194 posts · 13 votes
    1y

    Anyone searching for a real estate savy CPA?

    0Reply
  • John M.
    Investor · Fairfax, VA · Member since 2015 · 1k+ posts · 796 votes
    1y

    Need a CPA referral for one in the fairfax area.  Thinking about switching

    2Reply
  • Sean GrahamBusiness Member
    Investor , CPA · Detroit, MI · Member since 2016 · 582 posts · 248 votes
    1y
    Quote from @Katie Miller:

    How did you find your CPA or tax professional? 

    If you haven't yet found a CPA or tax professional to help you save on your tax bill each year, would you want BP to help recommend a tax professional for you? We're here to help! 

    Post your thoughts below 👇👇👇👇

    Recommendations & connections are the best!

    Maven Cost Segregation Tax Advisors555 Reviews
    WebsiteView Page
    0Reply
  • Account Closed
    Member since 2023 · 194 posts · 13 votes
    1y

    Anyone looking for a real estate savy CPA?

    0Reply
  • Account Closed
    Member since 2025 · 14 posts · 3 votes
    1y

    Best way to find them is to get a referral. Seriously though, every accountant I've worked with I found through referral.

    0Reply
  • Max Emory
    Accountant · 100% Remote · Member since 2019 · 495 posts · 216 votes
    1y

    @Katie Miller, I purely entertain referrals from other people who have had great experiences with niche CPAs. 

    I actually keep a list our bookkeeping firm recommends based on firms/individuals we and our Clients have had good experiences with as well as I've personally had good experiences with.

    1Reply
  • Bonnie LowPro Member
    Lender · Asheville, NC · Member since 2016 · 1k+ posts · 1k+ votes
    1y

    My current CPA came via recommendation from another investor. What I'm realizing is that he's really more of a tax preparer and less of a tax strategist, which is really what I need. 

    [email protected]
    1Reply
  • Aaron ZimmermanBusiness Member
    Accountant · Chicago, IL · Member since 2018 · 2k+ posts · 1k+ votes
    1y
    Quote from @Bonnie Low:

    My current CPA came via recommendation from another investor. What I'm realizing is that he's really more of a tax preparer and less of a tax strategist, which is really what I need. 

     @Bonnie Low - it's important to know what services you're paying for. If you're not sure, ask your CPA. A lot of times CPAs are so bogged down with compliance work that they can't even think about doing advisory. Not an excuse but just letting you know the way it is. 

    The good news is that there are plenty of great CPAs out there including on these forums.

    [email protected]
    Brick House CPAs53 Reviews
    WebsiteView Page
    1Reply
  • Bonnie LowPro Member
    Lender · Asheville, NC · Member since 2016 · 1k+ posts · 1k+ votes
    1y
    Quote from @Aaron Zimmerman:
    Quote from @Bonnie Low:

    My current CPA came via recommendation from another investor. What I'm realizing is that he's really more of a tax preparer and less of a tax strategist, which is really what I need. 

     @Bonnie Low - it's important to know what services you're paying for. If you're not sure, ask your CPA. A lot of times CPAs are so bogged down with compliance work that they can't even think about doing advisory. Not an excuse but just letting you know the way it is. 

    The good news is that there are plenty of great CPAs out there including on these forums.

    We did have a conversation with him, which is why we selected him in the first place. We were very clear that we were looking for strategies and why and it all sounded good in the initial interview. We even did a mid-year check in meeting in person but felt like he did not provide us any guidance. It was a very one-sided relationship. So even though you do your due diligence you sometimes don't get what you're looking for. Like many professional services, I have found you often have to go through several before you find the right one.
    [email protected]
    1Reply
  • Garrett Ramela
    Investor · Fort Worth, TX · Member since 2025 · 3 posts · 1 vote
    1y
    Quote from @Katie Miller:

    How did you find your CPA or tax professional? 

    If you haven't yet found a CPA or tax professional to help you save on your tax bill each year, would you want BP to help recommend a tax professional for you? We're here to help! 

    Post your thoughts below 👇👇👇👇


     I use a company called Range (https://www.range.com/). I found them after going through two CPA groups in 2021 and 2022. Range takes an entirely different approach to financial planning, investing, tax, retirement through what they call all-in-one wealth management. These guys are really great and you'll pay for the quality.

    0Reply
  • Mohamed YoussefBusiness Member
    Accountant · Brea, CA · Member since 2018 · 110 posts · 61 votes
    1y
    Quote from @Wesley I.:

    Found mine while attending a real estate/small business tax conference.


     Hello Wesley, do you mind sharing the name of the RE tax conference you were referring to? I'm not too far from San Diego and always looking for good conferences close by to attend that focus on RE and taxes. Thank you!

    [email protected]714-684-6840
    Nexus Square555 Reviews
    WebsiteView Page
    0Reply
  • Jason MalabuteBusiness Member
    Accountant · Los Angeles, CA · Member since 2016 · 2k+ posts · 898 votes
    7mo

    The best way to find a good CPA is through  a referral who has used them before

    Malabute & Company CPAs525 Reviews
    WebsiteView Page
    0Reply
  • Fulton Abraham Sanchez
    CPA| New Clients Welcome| 50 States · Member since 2016 · 430 posts · 93 votes
    7mo

    @Nicholas Fazio, hi. Great market! One tip for Central AR: Watch thehomestead property tax credit increases going into effect this year, it's a small but easy win for local portfolios. Whether you go local or virtual, just make sure they are real estate focused and fluent in Cost Segregation for the specific asset classes you're buying there (especially if you're looking at the Hot Springs STR market vs. Little Rock long-term rentals).

    0Reply
  • Wilson Lau
    Real Estate Agent · San Jose, CA · Member since 2023 · 181 posts · 104 votes
    7mo
    Quote from @Sarah Hadassah Negrón:

    Looking for a CPA in Bay Area - specifically East Bay. Just went through my first out of state (IL) property sale last year and want to work with someone on tax filing who's familiar with the nuances of my situation. 

    Hi Sarah. I am from the Bay Area and do out of state investment as well. I am not sure if my CPA is still taking on new client but I can connect you guys :)
    2Reply
  • Pami ColemanPro Member
    Investor · Mooresville, NC · Member since 2025 · 7 posts · 3 votes
    6mo

    Every CPA I reserach that’s good is also Booked and Busy. I’m in Iredell County, NC, but also looking to buy in Columbia, SC. Any recommendations? Thx

    2Reply
    • Christopher Tile
      Accountant · Long Island, NY · Member since 2021 · 184 posts · 148 votes
      6mo
      Quote from @Pami Coleman:

      Every CPA I reserach that’s good is also Booked and Busy. I’m in Iredell County, NC, but also looking to buy in Columbia, SC. Any recommendations? Thx

      Of course, it's tax time and most CPAs will be busy. Not surprised that you'd had trouble. However structured firms with Admin teams will be able to get you scheduled on an intro call within a week.

      Also, there are plenty of real estate CPAs on this forum that serve all states. When looking to scale in real estate, you should look to establish a relationship with one that is comfortable in all state filings.  

      1Reply
  • Telma Landhorian
    Member since 2026 · 1 post · 1 vote
    3mo

    I'm Telma Landhorian, CPA, MBA and founder of Elite Consulting, P.C. — a virtual tax-planning firm serving real estate investors nationwide.

    Most of our clients found us after getting frustrated with CPAs who only file returns but never proactively plan. If you're paying $100K+ in taxes annually and your CPA isn't meeting with you quarterly, reviewing your entity structure, or discussing cost segregation and depreciation strategies — you're likely leaving significant money on the table.

    We work 100% virtually so location is never a barrier. Happy to answer any tax questions here or you can learn more at eliteconsultingpc.com.

    1Reply
  • Matthew SchumacherBusiness Member
    Member since 2025 · 43 posts · 26 votes
    3mo

    BP has a resource for this. Check out Find a Tax Pro on the main page!

    [email protected]847-380-3894
    Tavola Group — More Than a Tax Return.4.730 Reviews
    WebsiteView Page
    1Reply
  • Robert McGillBusiness Member
    Accountant · Houston Tx · Member since 2026 · 12 posts · 4 votes
    2mo

    Kind of late to the post, but I'm new here, so I figured I'd still say hi! 👋

    I'm Robert, a CPA based in Houston, and I work with real estate investors across the country on proactive tax planning and accounting. I enjoy helping investors keep more of what they earn and navigate the tax side of growing a portfolio.

    Looking forward to getting to know everyone and contributing where I can!

    [email protected]360-784-4564
    Robert McGill, CPA
    WebsiteView Page
    0Reply
  • Eduardo Cavasotti
    Investor · Charleston, SC · Member since 2018 · 195 posts · 82 votes
    2mo

    I would pick the CPA by the handoff they ask for, not the deductions they advertise.

    A real rental CPA should be able to tell you exactly what they want per property: PM statements, bank deposits, closing docs, loan interest, repairs versus improvements, entity books, and mileage or travel support.

    If they cannot define that packet up front, you are paying them to discover your year in March.

    0Reply
Join the conversationCreate a free account to reply, vote on answers and follow this thread.
Log InJoin for Free