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Business Page


business profile image

Investor Friendly CPA®

Tax & Financial Services
5.0 stars
216 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 (216)


5.0 stars
216 Reviews
5.0 stars
216 Reviews
0.0 star
0 Reviews

reviewer image
5.0 stars
|
5 days ago
Reviewed by Savannah Tadin
We couldn’t be happier with the exceptional service provided by Ashish’s team! As real estate investors managing flips, rentals, and Airbnbs, we needed a CPA who truly understands the complexities of real estate tax strategies. They went above and beyond to optimize our deductions, minimize tax liabilities, and create a clear, tax-advantageous financial plan tailored to our goals. Their expertise and attention to detail have been invaluable in helping us save money and make confident financial decisions. Ashish and Ashley are always responsive, professional, and willing to explain even the most complex tax scenarios in a way we can easily understand. If you’re looking for a knowledgeable and reliable CPA, especially for real estate ventures, we highly recommend Ashish and his team. Feel free to adjust any specifics to reflect your experience!
reviewer image
2.0 stars
|
2 weeks ago
Reviewed by Ben Coerper
As a beginner real estate investor with one property, this was not a good fit for me. The service was fairly impersonal. And there was no opportunity for a phone call to discuss my tax planning or preparation. I think they could be a great fit for a large real estate investing company that understands real estate taxes better than I do. And they do a great job creating and disseminating educational material about real estate accounting and taxes.
reviewer image
5.0 stars
|
a month ago
Reviewed by Naren Roy
"Exceptional CPA for Investors!" I’ve been working with Investor Friendly CPA, and the experience has been outstanding. As a real estate investor, I need someone who understands complex tax strategies, and Investor Friendly CPA goes above and beyond. They’ve provided expert guidance on everything from cost segregation and depreciation to 1031 exchanges and optimizing deductions for short-term rentals. Their advice is proactive, their communication is clear, and they make navigating taxes feel so much simpler. I always feel confident knowing they’re helping me maximize returns while staying fully compliant. If you’re an investor looking for a knowledgeable, reliable, and responsive CPA, I highly recommend Investor Friendly CPA! They’ve been a game-changer for my investment journey
reviewer image
5.0 stars
|
a month ago
Reviewed by John Rogers
I would highly recommend Investor Friendly CPA! I've been with Ashish and his team now for over two years and have been thoroughly pleased with all the insight and support that they have given me. They are very knowledgeable and have saved me a lot of money in taxes through their advice and help. Their tax planning services are great as they are quick to respond to questions via email or phone and have helped me in my investment decisions several times. I feel highly confident using Investor Friendly CPA and look forward to many more years working with them.
reviewer image
5.0 stars
|
a month ago
Reviewed by Brooke Roe
We couldn’t be happier with the exceptional service we received from Investor Friendly CPA. They made the often-intimidating process of preparing our taxes feel seamless and straightforward. What truly set them apart was their expertise in tax strategy, particularly with our rental property. They took the time to understand our unique situation and provided personalized advice that helped us optimize deductions and plan for the future. Their thoroughness, professionalism, and ability to explain complex topics in a clear and approachable way were incredibly reassuring.
reviewer image
5.0 stars
|
a month ago
Reviewed by Irina Martinson
I've worked with Investor Friendly CPA team for 2 years and very happy I made this choice. Tax planning has been a game changer and they are very knowledgeable about all things related to real estate. You will get a dedicated client manager who will be the primary point of contact for planning and filing. I've been very happy with my manager Ashley C., she is detailed-oriented, knowledgeable, and professional. Thanks to Investor Friendly CPA, I'm able to make smart choices proactively about my real estate transactions during the year that save me from paying thousands in taxes. Highly recommend them to any real estate investor.
reviewer image
5.0 stars
|
2 months ago
Reviewed by john lau
I started working with Ashish and his team after purchasing my first investment property. I've been extremely happy with them as they've provided a ton of helpful insight and advice to me. They've answered all my questions, and are always happy to hop on a call whenever I need. I highly recommend them to anyone looking for a CPA / tax strategist. Even if your tax situation is not very complicated, it would be worth doing an intro call with them as they can help you devise a strategy based on your situation and goals.
reviewer image
5.0 stars
|
a month ago
Reviewed by Siavash Sajedi
I had a great experience working with Investor Friendly CPA. This was a first time I was hiring them to file my tax return. They are very professional, responsive, patient, and very knowledgeable. I have two properties that I do short term rental with one of them. They were able to come up with a significant tax return for me. I'm definitely going to work with them next year too.
reviewer image
5.0 stars
|
5 days ago
Reviewed by Savannah Tadin
We couldn’t be happier with the exceptional service provided by Ashish’s team! As real estate investors managing flips, rentals, and Airbnbs, we needed a CPA who truly understands the complexities of real estate tax strategies. They went above and beyond to optimize our deductions, minimize tax liabilities, and create a clear, tax-advantageous financial plan tailored to our goals. Their expertise and attention to detail have been invaluable in helping us save money and make confident financial decisions. Ashish and Ashley are always responsive, professional, and willing to explain even the most complex tax scenarios in a way we can easily understand. If you’re looking for a knowledgeable and reliable CPA, especially for real estate ventures, we highly recommend Ashish and his team. Feel free to adjust any specifics to reflect your experience!
reviewer image
2.0 stars
|
2 weeks ago
Reviewed by Ben Coerper
As a beginner real estate investor with one property, this was not a good fit for me. The service was fairly impersonal. And there was no opportunity for a phone call to discuss my tax planning or preparation. I think they could be a great fit for a large real estate investing company that understands real estate taxes better than I do. And they do a great job creating and disseminating educational material about real estate accounting and taxes.
reviewer image
5.0 stars
|
a month ago
Reviewed by Naren Roy
"Exceptional CPA for Investors!" I’ve been working with Investor Friendly CPA, and the experience has been outstanding. As a real estate investor, I need someone who understands complex tax strategies, and Investor Friendly CPA goes above and beyond. They’ve provided expert guidance on everything from cost segregation and depreciation to 1031 exchanges and optimizing deductions for short-term rentals. Their advice is proactive, their communication is clear, and they make navigating taxes feel so much simpler. I always feel confident knowing they’re helping me maximize returns while staying fully compliant. If you’re an investor looking for a knowledgeable, reliable, and responsive CPA, I highly recommend Investor Friendly CPA! They’ve been a game-changer for my investment journey
reviewer image
5.0 stars
|
a month ago
Reviewed by John Rogers
I would highly recommend Investor Friendly CPA! I've been with Ashish and his team now for over two years and have been thoroughly pleased with all the insight and support that they have given me. They are very knowledgeable and have saved me a lot of money in taxes through their advice and help. Their tax planning services are great as they are quick to respond to questions via email or phone and have helped me in my investment decisions several times. I feel highly confident using Investor Friendly CPA and look forward to many more years working with them.
reviewer image
5.0 stars
|
a month ago
Reviewed by Brooke Roe
We couldn’t be happier with the exceptional service we received from Investor Friendly CPA. They made the often-intimidating process of preparing our taxes feel seamless and straightforward. What truly set them apart was their expertise in tax strategy, particularly with our rental property. They took the time to understand our unique situation and provided personalized advice that helped us optimize deductions and plan for the future. Their thoroughness, professionalism, and ability to explain complex topics in a clear and approachable way were incredibly reassuring.
reviewer image
5.0 stars
|
a month ago
Reviewed by Irina Martinson
I've worked with Investor Friendly CPA team for 2 years and very happy I made this choice. Tax planning has been a game changer and they are very knowledgeable about all things related to real estate. You will get a dedicated client manager who will be the primary point of contact for planning and filing. I've been very happy with my manager Ashley C., she is detailed-oriented, knowledgeable, and professional. Thanks to Investor Friendly CPA, I'm able to make smart choices proactively about my real estate transactions during the year that save me from paying thousands in taxes. Highly recommend them to any real estate investor.
reviewer image
5.0 stars
|
2 months ago
Reviewed by john lau
I started working with Ashish and his team after purchasing my first investment property. I've been extremely happy with them as they've provided a ton of helpful insight and advice to me. They've answered all my questions, and are always happy to hop on a call whenever I need. I highly recommend them to anyone looking for a CPA / tax strategist. Even if your tax situation is not very complicated, it would be worth doing an intro call with them as they can help you devise a strategy based on your situation and goals.
reviewer image
5.0 stars
|
a month ago
Reviewed by Siavash Sajedi
I had a great experience working with Investor Friendly CPA. This was a first time I was hiring them to file my tax return. They are very professional, responsive, patient, and very knowledgeable. I have two properties that I do short term rental with one of them. They were able to come up with a significant tax return for me. I'm definitely going to work with them next year too.

Our Team


Ashish Acharya
Tax & Financial Services
Pro Member