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Updated almost 11 years ago on . Most recent reply

User Stats

8
Posts
1
Votes
Dianna Steiner
  • Investor
  • Eagle River, AK
1
Votes |
8
Posts

CPA Referral for Anchorage, Alaska (tax help)

Dianna Steiner
  • Investor
  • Eagle River, AK
Posted

Hi, we're looking for a reliable CPA in the Anchorage area that specializes in real estate investment. We'd appreciate hearing about any positive and/or negative experiences with CPAs. We currently have three properties (6 units), but plan to be expanding in the coming years, and want to establish a relationship with a good CPA.

Thank you very much for any recommendations or warnings!

Dianna

Most Popular Reply

User Stats

72
Posts
37
Votes
Kassandra T.
  • Real Estate Professional
  • Anchorage Area & Vancouver WA
37
Votes |
72
Posts
Kassandra T.
  • Real Estate Professional
  • Anchorage Area & Vancouver WA
Replied

Hi,

Do some research, you might not want a CPA. You might want a tax + bookkeeping person + a wealth advisor. Sometimes you can get feedback from three advisors and then make a choice that works for you. Just depends on your goals.

Some people local at REX like Cathleen Hahn. She is a local CPA that does rentals and hoa taxes.

I'll also be hosting free educational seminars over the next few months at Jitters where we will have a wealth financial planner. The seminar is set up of panel members where you can ask them questions for free!! Pretty Nice. :)

I personally send my clients to Cindy Dillard / [email protected] / 602-368-3588 / Yes, she is in a different state but does a great job with tax strategy planning for real estate investors that make it a business rather than just being an accidental landlord.

I wish you luck! Make sure to follow me so I can remind you about the seminars...that might help you in your journey.

Kassandra Taggart

Real Property Management

Author

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