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All Forum Posts by: Account Closed

Account Closed has started 22 posts and replied 1212 times.

Post: Looking for a good CPA

Account ClosedPosted
  • Accountant
  • San Diego, CA
  • Posts 1,250
  • Votes 551

Hey @Michael Vigneault

As accountants on BP, we are not allowed to self-promote. To help you in your search: be sure to find an accountant that is willing to grow with you, and is not too high priced fee wise. Not to 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 properties all over the US for example 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!

Post: Looking for a good Real Estate Focused CPA

Account ClosedPosted
  • Accountant
  • San Diego, CA
  • Posts 1,250
  • Votes 551

Hey @Dave Craig

We can help you there! We specialize in working with real estate investors big and small, grow with our clients as they scale, and provide strategic tax advisory along the way. Please consider checking out our website in my bio and filling out the contact form if you think we would be a good fit!

Post: Tax and Wealth Strategy

Account ClosedPosted
  • Accountant
  • San Diego, CA
  • Posts 1,250
  • Votes 551
Quote from @Frank Rodriguez:
Quote from @Account Closed:

Hey Mike! You may want to consider a smaller firm. Similar to an index fund, you can get 90% of the value simply by picking one firm with fair fees and sticking with it, rather than going to "managed" world. Just my two cents!

Hi Zach, any recommendations on where to start looking for smaller firms? I'm trying out search on the forums and not finding any lists or other resources. 

 Hey Frank! You could check us out, if you need someone even smaller I can try to find someone to recommend. 

Post: Tax Accountant new RE property in LC

Account ClosedPosted
  • Accountant
  • San Diego, CA
  • Posts 1,250
  • Votes 551

Hey @Batool Hussain

As accountants on BP, we are not allowed to self-promote. To help you in your search: be sure to find an accountant that is willing to grow with you, and is not too high priced fee wise. Not to 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 properties all over the US for example 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!

Post: need advice for a real estate CPA whose client base includes physicians

Account ClosedPosted
  • Accountant
  • San Diego, CA
  • Posts 1,250
  • Votes 551

Hey @Leo Cheng

As accountants on BP, we are not allowed to self-promote. In your search, be sure to find an accountant that is willing to grow with you.

The 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 properties all over the US for example, many of whom are dentists and physicians.

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!

Post: Searching for CPA/TAX advisor

Account ClosedPosted
  • Accountant
  • San Diego, CA
  • Posts 1,250
  • Votes 551

Hey @Dani Sounthone

Seems im late to the post, i hope you made that connection you needed in time for tax season just around the corner! 
As accountants on BP, we are not allowed to self-promote. In your search, be sure to find an accountant that is willing to grow with you, and is not too high priced. Not to 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 problem I see often with accountants on here is that they are specialized 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 properties all over the US for example. 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!

Post: Need a Tax CPA in Colorado

Account ClosedPosted
  • Accountant
  • San Diego, CA
  • Posts 1,250
  • Votes 551

Hi @Alex Gauthier,

In your search, be sure to find an accountant that is willing to grow with you, and is not too high priced. Not to 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 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 properties all over the US for example, and do real estate investing ourselves using the SAME strategies we tell our clients to use.

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!

Post: looking for CPA in Dallas

Account ClosedPosted
  • Accountant
  • San Diego, CA
  • Posts 1,250
  • Votes 551

Hi @Omar Hassan

As accountants on BP, we are not allowed to self-promote. In your search, be sure to find an accountant that is willing to grow with you, and is not too high priced. Not to 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 problem I see often with accountants on here is that they are specialized 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 properties all over the US for example. 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!

Post: Looking for CPA as an out of state investor

Account ClosedPosted
  • Accountant
  • San Diego, CA
  • Posts 1,250
  • Votes 551

Hey @Jinna Lee,

As accountants on BP, we are not allowed to self-promote. In your search, be sure to find an accountant that is willing to grow with you, and is not too up market. The problem I see often with accountants on here is that they are specialized in larger investors, and have really high prices when you as a relatively 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 properties all over the US for example. 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!

Post: Tax write off for real estate investor partners

Account ClosedPosted
  • Accountant
  • San Diego, CA
  • Posts 1,250
  • Votes 551

Hey @Nicholas Jung

Lots to unpack here. At the end of the day I strongly encourage you to speak with a real estate-focused tax professional here for you and your family. Each person's situation is different and it's not that simple. If you try to go about it on your own, I'm afraid mistakes could be made and you could get into trouble. The bright side of working with a great accountant is they should save you much more then you spend with them, so it will still be a net gain.