Looking for REI friendly CPA to help with tax planning strategy

WantProfessionalsAccountant/CPA
Classifieds
3yFollow

Looking for REI friendly CPA to help with tax planning strategy

Jeramey Rogers
Member since 2023 · 22 posts · 12 votes

Hello - my company is Rogers Building Blocks LLC. We are a little over 1 yr in business and focus on STR property investment and management. We have 2 properties to date (Ocean City and North Charleston) and are in search of a CPA to be part of our team as we plan our strategy for the future.

0Reply
9 views

3 Replies

Jump to latestLatest
  • Troy GandeeBusiness Member
    Real Estate Broker · Charleston, SC · Member since 2013 · 795 posts · 454 votes
    3y

    @Jeramey Rogers Myself and many of my investor friends/clients use AccountFin. The CPA is Justin Welch. I don't believe he's taking new clients at the moment, but if he's not, I'm sure he can give you some referrals.

    0Reply
  • Jeramey Rogers
    OP
    Member since 2023 · 22 posts · 12 votes
    3y

    Thanks so much Troy. Will reach out this week. 

    0Reply
  • Basit SiddiqiBusiness Member
    Accountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
    3y

    Your first conversation with a CPA would be to determine whether the STR's that you own are considered 'active' or 'passive'.
    If the investment is considered active, it gives you a lot of flexibility to decrease your taxable income and therefore reduce taxes.

    [email protected]917-280-8544
    Basit Siddiqi CPA4.880 Reviews
    View Page
    0Reply
Join the conversationCreate a free account to reply, vote on answers and follow this thread.
Log InJoin for Free