Skip to content
×
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
ANNUAL Save 54%
$32.50 /mo
$390 billed annualy
MONTHLY
$69 /mo
billed monthly
7 day free trial. Cancel anytime
×
Take Your Forum Experience
to the Next Level
Create a free account and join over 3 million investors sharing
their journeys and helping each other succeed.
Use your real name
By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions.
Already a member?  Login here
Classifieds
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 about 1 year ago on . Most recent reply

User Stats

3
Posts
5
Votes
Ramon V Perez
  • Rental Property Investor
  • Simi Valley, CA
5
Votes |
3
Posts

Newbie investor looking for a real estate CPA to file our w-2 and our rental property

Ramon V Perez
  • Rental Property Investor
  • Simi Valley, CA
Posted

We are a w-2 couple in need of a CPA who can help us maximize tax benefits in our 2023 tax filing

  • Ramon V Perez
  • Most Popular Reply

    User Stats

    2,348
    Posts
    885
    Votes
    Bill Hampton
    • Tax Strategist, Financial Planner and Real Estate Investor
    • Atlanta, GA
    885
    Votes |
    2,348
    Posts
    Bill Hampton
    • Tax Strategist, Financial Planner and Real Estate Investor
    • Atlanta, GA
    Replied
    Quote from @Ramon V Perez:

    We are a w-2 couple in need of a CPA who can help us maximize tax benefits in our 2023 tax filing

     Ramon, 

    I recommend finding an accountant that specializes in real estate taxation. 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 in your search.

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

    Loading replies...