Looking for Real Estate Tax Accountant Referrals in Upstate SC

[Jenna Meditz]

Hi All!

I'm looking for local recommendations for an experienced real estate tax accountant/CPA. We are living in Greenville, SC at the moment, but are building in Spartanburg, SC where we intend to house-hack. 

Some background: My husband and I closed on a piece of land in the City of Spartanburg in July with our LLC. We've gone through the Site Plan Approval process with the City, have officially split the lot into three parcels, and are expecting to receive our building permits this week (yay!). This is our first project and we are beyond excited!

My husband works in finance and is a big numbers guy. We are both really interested in learning more about all facets of real estate (tax advantages, write-offs, depreciation, etc.) and how we can maximize on the benefits. 

Thank you in advance!

[Phil Rutkowski]

Hey Jenna,

I understand about being linked up with someone local.  I'm just starting my real estate journey myself here in the Upstate and am learning that local connections, regardless of how knowledgeable the online ones are, still seem to work best for me.

For instance, out of state accountants may excel at income tax matters, but then you may miss those nuances of how property taxes hit investors harder than homeowners in S. Carolina or the fact that the SC legislature passed a law that can exempt your rental from property taxes if you meet certain qualifications.

I'm wrapping up my Enrolled Agent licensing in early May so I can put that moniker on my title even though I've been doing business and personal taxes for years.

Feel free to reach out if you have any questions.  I'm in Greer.

Good luck!