CPA/Tax Strategist for STRs (PA) — Looking for Referrals

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CPA/Tax Strategist for STRs (PA) — Looking for Referrals

Arthur TolentinoPro Member
New to Real Estate · Lansdale, PA · Member since 2025 · 34 posts · 15 votes

Hey everyone—looking for a solid CPA/tax strategist in the PA area who really understands short-term rentals.

My wife and I are a dual W2 household planning to buy our first STR, and we want to be intentional about tax strategy from day one (material participation, STR treatment, etc.), not just react at filing time.

Looking for someone who:

  • Works regularly with STR investors (not just general real estate)
  • Is proactive and strategic, not just a tax preparer
  • Has clear, upfront pricing (not commission-based or % of “savings” models)
  • Has experience advising dual W2 households transitioning into STRs

Would really appreciate referrals to CPAs you’ve personally worked with and trust. Thanks in advance!

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  • Basit SiddiqiBusiness Member
    Accountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
    4mo

    Buying a STR that is treated as 'active' for tax purposes, will go along way in reducing your federal tax burden.

    Just have to be a little careful with Pennsylvania since it is a 'gross income' state.

    Best of luck!

    [email protected]917-280-8544
    Basit Siddiqi CPA4.979 Reviews
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  • Tim JohanssonBusiness Member
    Member since 2026 · 3 posts · 0 votes
    1w

    Hi Arthur or should I say hello neighbor! I live in Chalfont. Just around the corner from you. I work with hundreds of real estate investors all over the country and specialize in tax savings strategies for investors. We are not just tax preparers. We consult with clients throughout the entire year. The majority of my Zoom calls now are all about.... The STR rental loophole!!!! If you acquire and list your STR property for rent before year-end you could save thousands in taxes. During your property search, we could assist you with identifying which STR property would provide you the most in tax savings. Do you know that any non-structural improvements for a STR property qualifies for 100% bonus depreciation? You could unlock some massive tax savings for 2026. Happy to chat with you and tell you more about my services and see if we are a good fit.

    [email protected]
    RE TAX PROS LLC516 Reviews
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