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Updated about 1 year ago on . Most recent reply

User Stats

14
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9
Votes
Jack Elliot
9
Votes |
14
Posts

Recommendations For Investor Friendly Tax Pro?

Jack Elliot
Posted

hello, all 👋

In or around Springfield, Nixa, or Ozark, Missouri, I'd love a referral for a real estate-knowledgeable tax accountant who I can get I touch with as a new small multifamily property investor. I'm fresh in the game and currently on the lookout for my first property and thought it wise to consult a pro for advice, and eventually tax help, before I dive in.

Furthermore, if you're an investor and invest / live local to this area, want to meet up for lunch or coffee sometime?

Thanks and all the best!

Most Popular Reply

Account Closed
  • Accountant
  • San Diego, CA
551
Votes |
1,250
Posts
Account Closed
  • Accountant
  • San Diego, CA
Replied

Hey @Jack Elliot!

I would look for a firm that you can grow with along the way. Lots of firms often times have niched down and only work with larger investors. For example, we work with real estate investors big and small, and have fair pricing along the way. The firm I worked with in the past charged me massive fees, largely because we were higher income and they didn't back it up with value. Beware of these traps!

Also keep in mind some of the best accountants serve multiple states, so don't feel like they need to be in your state to do a bang up job. In fact its likely that since that person is working in multiple states is because they are doing something right! 

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