When do I need a REI-focused CPA

[Jeff Davis]

Hey community - 

Struggling with when we need to bring on a CPA who is REI-focused. Our current CPA has done our taxes for several years (W2 and small business income) and we believe they've done a good job. We purchased our first REI this year which was a 2-unit MF and we turned one of the units into a STR. We are trying to determine if we need to go with a new CPA that has deeper REI experience and we want someone to give us advice on the best strategy to reduce our tax liability - specifically things like material participation as we are doing all the work for the STR.

Any advice on when/if we need to pivot to a REI-focused CPA? Any help would be greatly appreciated as we start our investment journey. Thanks!