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Updated about 4 years ago on . Most recent reply presented by

User Stats

41
Posts
17
Votes
Travis Hatch
  • Investor
  • Denver, CO
17
Votes |
41
Posts

In need of a good accountant / CPA to help me grow

Travis Hatch
  • Investor
  • Denver, CO
Posted

Hi there! This year has been a year of major change for me. At the beginning of 2019 I was working for an employer with 1 W2 income and an IRA / 401k.

Fast forward to today I have 2 rental properties, an investment portfolio, and I work for myself running a small media company with a part/full time editor that works for me + will be filing joint taxes with my partner.

This is all very new and honestly I have no idea what i'm doing when it comes to getting my finances in order when it comes to taxes, structuring business, etc.

What i'm looking for is a CPA / accountant who can work with me to create a plan and strategy to make everything run efficiently without too much work on my end, maximize my tax situation so I pay as little taxes as possible, and (hopefully) be along for the long haul as I grow my real estate business to 10 rental properties and beyond.

If anyone works with anyone that they recommend, please tag them or send me their contact info.  Any CPAs or anyone with advice feel free to send me a DM!  I really look forward to hearing from you

Most Popular Reply

User Stats

2,336
Posts
879
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Bill Hampton
  • Tax Strategist, Financial Planner and Real Estate Investor
  • Atlanta, GA
879
Votes |
2,336
Posts
Bill Hampton
  • Tax Strategist, Financial Planner and Real Estate Investor
  • Atlanta, GA
Replied

Travis, 

Are you open to working with your accountant remotely? I recommend finding an accountant who specializes in real estate taxation over one that is local. You may want to consider working with your accountant remotely to expand your options.

I would also recommend looking for a tax strategist who is willing to work with you throughout the year, not just when preparing your tax return. You want an accountant that can help you strategize and who is responsive when you want to know the tax consequences of the decisions you are making throughout the year.

Good luck and let me know if you have any questions.

  • Bill Hampton
  • 404-482-3170
business profile image
Hampton Tax and Financial Services, LLC.
4.8 stars
89 Reviews

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