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Updated about 3 years ago on . Most recent reply
![David I. Kelch's profile image](https://bpimg.biggerpockets.com/no_overlay/uploads/social_user/user_avatar/2308259/1695293656-avatar-davidi113.jpg?twic=v1/output=image/cover=128x128&v=2)
Looking for a CPA - recommendations wanted!
Can anybody recommend a REI-focused CPA that will provide a personalized tax savings plan, checklists, forms, etc. for a reasonable fee?
I have spoken to a local CPA and also had a consult with Keystone CPA. The local CPA didn't come across as savvy and couldn't provide the REI-focused tax savings plan, tangible checklists, and other forms for my wife and I to use all year while we invest. And Keystone CPA charges like $3000-4000 for a 6-week course. You get all the checklists and forms, but that's a lot of money.
Any ideas are appreciated!
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![Bud Gaffney's profile image](https://bpimg.biggerpockets.com/no_overlay/uploads/social_user/user_avatar/1566978/1694554319-avatar-budgaffney.jpg?twic=v1/output=image/crop=1869x1869@1118x0/cover=128x128&v=2)
Following! Any recommendations, please send them my way. Thanks!