Business Page
Investor Friendly CPA®
Tax & Financial Services
5.0 stars
184 Reviews
Markets served
Nationwide
Licenses, Designations or Certificates
MAcc, CPA, CFP®, PFS
About us
Investor Friendly CPA® is dedicated to providing expert tax, tax planning, and accounting services to various individuals engaged in the real estate industry, including investors, developers, contractors, and other related parties. As a team of accomplished professionals with a wealth of experience in real estate taxation, we are committed to delivering exceptional service beyond mere tax preparation. We emphasize tax planning and take great care to ensure that our client's tax liabilities are minimized to the greatest extent possible.
Specialties
Tax & Accounting
Tax Planning & Strategy
Accounting
Tax Prep & Filing
Financial Audits
RE Professional Status
Syndication Taxes
Cost Segregation
STR Loophole
MultiState Taxes
Foreign Investment
1031 Exchange
Creative Financing Tax
Business Taxes
Reviews (184)
5.0 stars
184 Reviews
5.0 stars
184 Reviews
0.0 star
0 Reviews
5.0 stars
6 days ago
Reviewed by
Jason Lee
I have really enjoyed working with Ashish and his team. I've been a client through one tax cycle and have re-engaged Investor Friendly CPA for this year as well. Investor Friendly CPA has been great at helping me develop a tailored tax strategy and is always available to address queries that I have had.
5.0 stars
a week ago
Reviewed by
Cathy Lopez
I switched to Investor Friendly CPA less than two years ago and I couldn't be happier with the change. The personalized 1:1 attention, & the quarterly future looking tax review meetings I now receive has been a game changer. Not only do I feel more confident in my financial planning , but the tax savings have also been significant. Highly recommend!!
5.0 stars
a week ago
Reviewed by
zayneb holste
Ashish is a great CPA to work with if you are looking for tax savings and interested in learning different strategies that help investors reduce their tax liability and growing their investment portfolio. Highly recommend him !!
5.0 stars
6 days ago
Reviewed by
Andrew Daus
Had a great experience working with Investor Friendly CPA! Specifically for tax preparation services. I have not used their tax planning services, so you'll have to read other reviews for that information.
They did an excellent job preparing my 2023 taxes, answered any of the questions I had about my real estate properties, had an easy-to-use portal where I could securely upload my documents, and provided a straightforward spreadsheet to enter my real estate income and expenses.
I look forward to using them again for my 2024 tax preparation!
5.0 stars
a week ago
Reviewed by
Joe Hager
Highly recommended if you are looking for complex tax prep and/or tax advisory. We own multiple rental properties and our taxes were becoming too complex. Ashish and his team helped build a strategy and also file our taxes. I’d recommend this team to anyone!
5.0 stars
6 days ago
Reviewed by
John Claborn
I thoroughly enjoy working with this group. They do a fantastic job of communicating throughout the process. Their team is knowledgeable and easily accessible at all times. Ashish has so much knowledge and is perfect for investors.
5.0 stars
2 months ago
Reviewed by
Amit Sangani
Ashish and his team are really the most helpful, knowledgeable and reliable CPAs. They are always on top of their game (especially in real estate) and gives you great advice and guidance on how to structure your real estate business to be successful over long-term. Truly grateful for everything they have helped me with!
5.0 stars
4 months ago
Reviewed by
Brian Lagman
Ashish and his team are fantastic! Their knowledge of the tax code is impressive, and they helped me save significantly on my taxes. They are very organized and have a deep understanding of strategies for real estate and business investors. Highly recommend their services!
5.0 stars
6 days ago
Reviewed by
Jason Lee
I have really enjoyed working with Ashish and his team. I've been a client through one tax cycle and have re-engaged Investor Friendly CPA for this year as well. Investor Friendly CPA has been great at helping me develop a tailored tax strategy and is always available to address queries that I have had.
5.0 stars
a week ago
Reviewed by
Cathy Lopez
I switched to Investor Friendly CPA less than two years ago and I couldn't be happier with the change. The personalized 1:1 attention, & the quarterly future looking tax review meetings I now receive has been a game changer. Not only do I feel more confident in my financial planning , but the tax savings have also been significant. Highly recommend!!
5.0 stars
a week ago
Reviewed by
zayneb holste
Ashish is a great CPA to work with if you are looking for tax savings and interested in learning different strategies that help investors reduce their tax liability and growing their investment portfolio. Highly recommend him !!
5.0 stars
6 days ago
Reviewed by
Andrew Daus
Had a great experience working with Investor Friendly CPA! Specifically for tax preparation services. I have not used their tax planning services, so you'll have to read other reviews for that information.
They did an excellent job preparing my 2023 taxes, answered any of the questions I had about my real estate properties, had an easy-to-use portal where I could securely upload my documents, and provided a straightforward spreadsheet to enter my real estate income and expenses.
I look forward to using them again for my 2024 tax preparation!
5.0 stars
a week ago
Reviewed by
Joe Hager
Highly recommended if you are looking for complex tax prep and/or tax advisory. We own multiple rental properties and our taxes were becoming too complex. Ashish and his team helped build a strategy and also file our taxes. I’d recommend this team to anyone!
5.0 stars
6 days ago
Reviewed by
John Claborn
I thoroughly enjoy working with this group. They do a fantastic job of communicating throughout the process. Their team is knowledgeable and easily accessible at all times. Ashish has so much knowledge and is perfect for investors.
5.0 stars
2 months ago
Reviewed by
Amit Sangani
Ashish and his team are really the most helpful, knowledgeable and reliable CPAs. They are always on top of their game (especially in real estate) and gives you great advice and guidance on how to structure your real estate business to be successful over long-term. Truly grateful for everything they have helped me with!
5.0 stars
4 months ago
Reviewed by
Brian Lagman
Ashish and his team are fantastic! Their knowledge of the tax code is impressive, and they helped me save significantly on my taxes. They are very organized and have a deep understanding of strategies for real estate and business investors. Highly recommend their services!