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Updated about 3 years ago on . Most recent reply

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David I. Kelch
2
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3
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Looking for a CPA - recommendations wanted!

David I. Kelch
Posted

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!

Most Popular Reply

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2,312
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Bud Gaffney
  • Rental Property Investor
  • Boston, MA
1,131
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2,312
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Bud Gaffney
  • Rental Property Investor
  • Boston, MA
Replied

Following! Any recommendations, please send them my way. Thanks!

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