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Updated 5 days ago, 12/10/2024

User Stats

443
Posts
611
Votes
Katie Miller
Pro Member
  • General Manager, Publishing at BiggerPockets
  • Denver, CO
611
Votes |
443
Posts

If you use a CPA or Tax Professional, how did you find him or her?

Katie Miller
Pro Member
  • General Manager, Publishing at BiggerPockets
  • Denver, CO
ModeratorPosted

How did you find your CPA or tax professional? 

If you haven't yet found a CPA or tax professional to help you save on your tax bill each year, would you want BP to help recommend a tax professional for you? We're here to help! 

Post your thoughts below 👇👇👇👇

A friend or another investor recommended them
I found them on BiggerPockets
I found them via online search engine (Google, Bing, etc.)
I met them at an in-person event or meetup
Other
I just want to see the answers so I can find my own CPA this year!

User Stats

53
Posts
33
Votes
Diyan Yap
  • Accountant
  • Austin, TX
33
Votes |
53
Posts
Diyan Yap
  • Accountant
  • Austin, TX
Replied

Reference for other professional

User Stats

2
Posts
1
Votes
Replied

Hi, thx in advance for any and all replies. Can anyone recommend or point me in the direction of finding exceptional real estate cpas for an older client who wants to minimize tax burden when selling her farm this yr? She wants to put proceeds into a strategy that is not real estate, which obv presents challenges for tax mitigation. She needs someone who can think outside the box and won't be looking for opportunity to sell her on something for their own financial gain and are willing to provide a free preliminary consultation. She needs someone who actually puts their client's interest first. Thank you again for all replies.

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CV3 Financial
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User Stats

1
Posts
1
Votes
Replied
Quote from @Rebecca E.:

@Katie Miller

I came here because I just had my yearly with my new accountant. I've gone through 4 different ones in the past 4 years and I've finally found a good one.

I had recommdations from people who didn't do real estate, terrible. I used one frequently discussed in BP, TERRIBLE AND EXPENSIVE. Now I found one that specializes in real estate investors that was recommended by an online mentor. This one is good.


 Rebecca - can you send me who you use please?

User Stats

182
Posts
13
Votes
Madhul Shah
Tax & Financial Services
Pro Member
13
Votes |
182
Posts
Madhul Shah
Tax & Financial Services
Pro Member
Replied

Anyone searching for a real estate savy CPA?

  • Madhul Shah

User Stats

1,084
Posts
722
Votes
John McKee#5 Commercial Real Estate Investing Contributor
  • Investor
  • Fairfax, VA
722
Votes |
1,084
Posts
John McKee#5 Commercial Real Estate Investing Contributor
  • Investor
  • Fairfax, VA
Replied

Need a CPA referral for one in the fairfax area.  Thinking about switching

User Stats

199
Posts
90
Votes
Sean Graham
Tax & Financial Services
#3 Tax, SDIRAs & Cost Segregation Contributor
  • Investor , CPA
  • Detroit, MI
90
Votes |
199
Posts
Sean Graham
Tax & Financial Services
#3 Tax, SDIRAs & Cost Segregation Contributor
  • Investor , CPA
  • Detroit, MI
Replied
Quote from @Katie Miller:

How did you find your CPA or tax professional? 

If you haven't yet found a CPA or tax professional to help you save on your tax bill each year, would you want BP to help recommend a tax professional for you? We're here to help! 

Post your thoughts below 👇👇👇👇

Recommendations & connections are the best!

  • Sean Graham
business profile image
Maven Cost Segregation Tax Advisors
5.0 stars
1 Review

User Stats

182
Posts
13
Votes
Madhul Shah
Tax & Financial Services
Pro Member
13
Votes |
182
Posts
Madhul Shah
Tax & Financial Services
Pro Member
Replied

Anyone looking for a real estate savy CPA?

  • Madhul Shah