Looking for a CPA experienced with real estate investors

Lender · St. Augustine · Member since 2022 · 60 posts · 32 votes

Hey everyone - I’m starting the search for a good CPA and wanted to see if anyone here has recommendations.

I’m a real estate investor and mortgage lender based in Florida and want someone who really understands the investor side of things (rental properties, improvements, depreciation strategies, etc.)

Ideally looking for someone who:
• Works regularly with real estate investors
• Understands tax strategy, not just filing returns
• Is comfortable working with someone who has both lending income and investment properties

Open to someone local in Florida or remote if they’re great.

Thanks in advance!

2 Reply

576 views

Most Popular Reply

Bill HamptonBusiness Member

Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 978 votes

7mo

@Tristan Pearrow

I recommend finding an accountant who specializes in real estate taxation and business taxation and is proactive instead of reactive when providing advice.

Working remotely with your accountant will expand your options. The best person for the job may not be local.

I would also recommend looking for an accountant who will work with you throughout the year. You want an accountant who can help you strategize and who is responsive when you want to know the consequences of the financial decisions you are making throughout the year.

Happy to answer any questions. Good luck.

404-482-3170

Hampton Tax and Financial Services LLC4.7106 Reviews

Website View Page

1 Reply

See this reply in the discussion

11 Replies

Jump to latestLatest

Sort by

Bill HamptonBusiness Member
Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 978 votes
7mo
@Tristan Pearrow
I recommend finding an accountant who specializes in real estate taxation and business taxation and is proactive instead of reactive when providing advice.
Working remotely with your accountant will expand your options. The best person for the job may not be local.
I would also recommend looking for an accountant who will work with you throughout the year. You want an accountant who can help you strategize and who is responsive when you want to know the consequences of the financial decisions you are making throughout the year.
Happy to answer any questions. Good luck.
404-482-3170
Hampton Tax and Financial Services LLC4.7106 Reviews
Website View Page
1 Reply
Aaron ZimmermanBusiness Member
Accountant · Chicago, IL · Member since 2018 · 2k+ posts · 1k+ votes
7mo
There’s a lot of great CPAs in the tax forum. I’d encourage you to look there and reach out to a few you might connect well with. We can’t advertise on the platform unless its in the classifieds FYI
[email protected]
Brick House CPAs53 Reviews
Website View Page
1 Reply
- Tristan Pearrow
  OP
  Lender · St. Augustine · Member since 2022 · 60 posts · 32 votes
  7mo
  Quote from @Aaron Zimmerman:
  There’s a lot of great CPAs in the tax forum. I’d encourage you to look there and reach out to a few you might connect well with. We can’t advertise on the platform unless its in the classifieds FYI
  
  Good to know, thank you!
  1 Reply
Cameron Miller
Financial Advisor · US · Member since 2026 · 3 posts · 1 vote
7mo
Hey @Tristan Pearrow. I use Prime Corporate Services for my business structuring and CPA Services. https://primecorporateservices.com/formation/?utm_source=MRN... I hope this helps!
1 Reply
- Tristan Pearrow
  OP
  Lender · St. Augustine · Member since 2022 · 60 posts · 32 votes
  7mo
  Quote from @Cameron Miller:
  
  Hey @Tristan Pearrow. I use Prime Corporate Services for my business structuring and CPA Services. https://primecorporateservices.com/formation/?utm_source=MRN... I hope this helps!
  
  Thank you! I will check them out.
  0 Reply
Markus Shobe
Accountant · Indianapolis, IN · Member since 2019 · 247 posts · 134 votes
7mo
Go over to the tax forum. There are a lot of great CPA's over there.
1 Reply
- Tristan Pearrow
  OP
  Lender · St. Augustine · Member since 2022 · 60 posts · 32 votes
  7mo
  Quote from @Markus Shobe:
  
  Go over to the tax forum. There are a lot of great CPA's over there.
  
  Good idea. Thanks for the suggestion!
  0 Reply
Greg Junge
Investor · Parrish, FL · Member since 2014 · 120 posts · 115 votes
7mo
Hey Tristan,

I have two CPAs who might be a good fit for what you're looking for. They are both in NY, but I'd be happy to make the connection if you're still looking. Send me a message if you'd like.

Greg
1 Reply
- Tristan Pearrow
  OP
  Lender · St. Augustine · Member since 2022 · 60 posts · 32 votes
  7mo
  Quote from @Greg Junge:
  
  Hey Tristan,
  
  I have two CPAs who might be a good fit for what you're looking for. They are both in NY, but I'd be happy to make the connection if you're still looking. Send me a message if you'd like.
  
  Greg
  
  Thanks Greg, that would be great. I'll send you a message.
  1 Reply
Fulton Abraham Sanchez
CPA| New Clients Welcome| 50 States · Member since 2016 · 440 posts · 93 votes
1mo
Tristan, I’d put year-round accessibility and planning near the top of the list. When someone has both lending income and investment properties, decisions around improvements, depreciation, acquisitions and financing can affect more than one part of the tax picture. I’d ask prospective CPAs how they handle planning during the year and whether they model the impact of major decisions before they’re made, instead of only discussing them during return preparation.
0 Reply
Basit SiddiqiBusiness Member
Accountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
1mo
When you have the conversation with an accountant, you want to have a discussion to understand how your lending income will be treated.

If you originate a few amount of loans annually, it may just be treated as interest income. However, if you originate a lot, you may be reaching to a level of a business.

It would change the way your tax return would look.

Best of luck!
[email protected]917-280-8544
Basit Siddiqi CPA4.979 Reviews
View Page
0 Reply

Join the conversationCreate a free account to reply, vote on answers and follow this thread.