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Updated over 5 years ago on . Most recent reply

User Stats

120
Posts
73
Votes
Tony Lin
  • Rental Property Investor
  • Fremont, CA
73
Votes |
120
Posts

Looking for a personal CPA well versed in syndication

Tony Lin
  • Rental Property Investor
  • Fremont, CA
Posted

Hi there, 

I'm looking for a new tax accountant for filing my personal taxes. I do a lot of multifamily syndication work so would like someone who's familiar with the tax advantages associated with these investments. Also prefer a company that is great at staying in touch even when the tax season gets busy. 

Thanks for your referrals. 

Most Popular Reply

User Stats

764
Posts
951
Votes
Ivan Barratt
  • Investor
  • Indianapolis, IN
951
Votes |
764
Posts
Ivan Barratt
  • Investor
  • Indianapolis, IN
Replied

Hi Tony.

We use Somerset CPA's They're a regional firm based in Indianapolis that have clients in most states. They have been a great partner. I have a lead CPA who's always available. He's backed up by an army of specialists (real estate, tax, tax law, etc) that advise on my operating company (Property/Asset Management and Financial Services) as well as 13 separate syndications. If you're ready for the big leagues you'll need a big league team. Check them out.

  • Ivan Barratt

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