Sarasota / Tampa investor friendly CPA / Tax strategist

[Damian Callaghan]

I am familiar of companies who specialize in tax strategy planning around the USA but I’m a firm believer in relationships built from occasional in person meetings and ‘being local’. I am looking for  referrals for CPA’s who have an expert knowledge of tax law and work  proactively to help clients leverage the tax system to meet their goals. I am not looking for a service that only completes tax returns. Ideally the CPA is an investor themselves 

[Account Closed]

Hey @Damian Callaghan

As accountants on BP, we are not allowed to self-promote. In your search, be sure to find an accountant that is willing to grow with you, and is not too high priced. The problem I see often with accountants on here is that they are specialized in larger investors, and have really high prices. Another thing I see is folks thinking they need someone local to them in order to get great service. That isn't the case and in fact can be contradictory. If someone works with folks in all states like us, we have experience dealing with the real estate laws there and have "walked the walk" Which in my opinion is really what you want. An accountant doing the same strategies as you in real estate is ideal. For example, I invest personally in multifamily real estate and do real estate professional status. We do this exact same thing for 100s of our clients. Gotta find someone who practices what they preach! Good luck in your search!