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Updated 11 months ago on . Most recent reply

User Stats

13
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Shannon Conklin
Pro Member
11
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13
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Looking for a tax professional in NE Ohio

Shannon Conklin
Pro Member
Posted

I've been working with an accountant for a couple years but when we purchased our first investment property, it became clear that he's not the guy for the job. He's got limited experience with real estate and I just don't know if he's giving us the right advice. Anyone have a good Tax Pro in NE Ohio that they can recommend. We're not a huge business so I'd like someone who is reasonably priced. Glad to pay for their time and expertise but don't want to get over-charged either. Seems like there's a big range depending on who you ask. 

  • Shannon Conklin
  • Most Popular Reply

    User Stats

    106
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    109
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    Benjamin Weinhart
    Tax & Financial Services
    Pro Member
    • Accountant
    • Cincinnati OH 45209, USA
    109
    Votes |
    106
    Posts
    Benjamin Weinhart
    Tax & Financial Services
    Pro Member
    • Accountant
    • Cincinnati OH 45209, USA
    Replied

    Hi Shannon,

    Given that we are accountants/CPAs, it's against the ToS on BP to advertise/promote our services. That being said, I think it's good that you see the limitations with the professional you're currently working with. Now that you've expanded into a new venture, it's only natural that certain people are better suited to certain activities than others and a good accountant is no exception. I wouldn't want someone who only deals in big corporations to help me with a trust return for example.

    As is commonly said on these forums, pricing lessens if you are willing to work with a remote professional. The only caveat with that though is that local tax can be especially tricky for professionals to navigate as many don't even know that they exist given that they only exist in a few states for income tax. Those states being OR, MI, KY...and most of all...Ohio (I left out a few). I say this to say that if you choose to go the remote route, be sure to find a professional who can help you navigate these localities given that you're also a fellow Ohioan.

    I would suggest looking around on various professional posters here and in the business search to both see what they post as well as their profiles might match what you're looking for. If you think so, go ahead and reach out! From a cost perspective, do also keep in mind that it may be worth it to pay a few extra bucks for someone you're looking to build a long-term relationship with if you really think you are a good match with them. Hope it helps!

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    Ice Accounting & CPA, LLC
    5.0 stars
    1 Review

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