Skip to content
×
PRO
Pro Members Get Full Access!
Get off the sidelines and take action in real estate investing with BiggerPockets Pro. Our comprehensive suite of tools and resources minimize mistakes, support informed decisions, and propel you to success.
Advanced networking features
Market and Deal Finder tools
Property analysis calculators
Landlord Command Center
$0
TODAY
$69.00/month when billed monthly.
$32.50/month when billed annually.
7 day free trial. Cancel anytime
Already a Pro Member? Sign in here

Join Over 3 Million Real Estate Investors

Create a free BiggerPockets account to comment, participate, and connect with over 3 million real estate investors.
Use your real name
By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions.
The community here is like my own little personal real estate army that I can depend upon to help me through ANY problems I come across.
Tax, SDIRAs & Cost Segregation
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated over 7 years ago, 05/23/2017

User Stats

25
Posts
1
Votes
Amalia G.
  • Investor
  • San Francisco, CA
1
Votes |
25
Posts

CPA or enrolled Agent needed

Amalia G.
  • Investor
  • San Francisco, CA
Posted

I found out my CPA, who is an enrolled agent, is asking us to find a new agent to do our taxes for next year (2017 filing year). He is a single guy set up and when I started with him, I had a simple W2. Now our returns are much more complex. He has always done a thoroughly and quality job for us but it sounds like it is time for us to move on.

We are looking for a highly experienced/knowledgable replacement. The areas of expertise should be rental properties in multiple states (MN, TX, CA, UT) owned jointly and some owned by an LLC. We are looking for someone well versed in maximizing deductions and depreciations on schedule E's. That stays current with the laws as they change from year to year. In addition we have some stock sales on occasion and may be including some short term rental income soon.

I keep clean, detailed and organized books covering all aspects of our rentals. 

We have no issue working with a remote person, we actually prefer email and digital means of communication over face to face because of time constraints. However we need someone well versed in California tax laws as that is where we are located.

Any recommendations or agents that are interested, please let me know so we can discuss more. 

Loading replies...