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Updated almost 3 years ago on . Most recent reply

User Stats

28
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25
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Christopher Boon
  • Investor
  • New York, NY
25
Votes |
28
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Real Estate CPAs & Tax Attorneys

Christopher Boon
  • Investor
  • New York, NY
Posted

Does anyone have recommendations for real estate CPAs and Attorneys?

I have seen the Anderson Advisors webinars, amongst others, but I'm curious of your actual experience with any of these groups and looking for trusted recommendations.

I'm a solo, small-time investor with my wife. We currently own a couple of single-family homes, we are starting to move into a few syndications/funds, and then we are planning to start buying our own multi-family, value-add properties in the coming months/years. 

Appreciate any advice or recommendation you have :)
Thank you so much!

Most Popular Reply

User Stats

569
Posts
552
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Bernard Reisz
  • CPA delivering RE Tax Tools: 1031 Exchange, SDIRA, 401(k), Cost Seg
  • New York City, NY
552
Votes |
569
Posts
Bernard Reisz
  • CPA delivering RE Tax Tools: 1031 Exchange, SDIRA, 401(k), Cost Seg
  • New York City, NY
Replied

@Christopher Boon I've, actually, deemphasized "traditional" tax services to focus on consulting and delivering more specialized services (1031 Exchange, Self-Directed Retirement Accounts, entity structuring, etc.). I do lots of advisory, but am not taking new tax preparation work. I would strongly encourage reaching out to @Michael Plaks and @Daniel Hyman, among others. No two true tax pros are alike, but what they all have in common is a commitment to providing you with tailored and honest service. I also encourage some caution with regard to promoted marketing webinars on tax and legal topics. As much as I wish true tax and legal services are scalable and can be mass marketed, experience has shown that is seldom achievable.

  • Bernard Reisz
  • [email protected]
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