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Dee Are
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Wanted: CPA in San Antonio

Dee Are
Posted May 12 2024, 14:05

Hello all, 

Does anyone have suggestions for CPAs located in San Antonio, TX?

User Stats

416
Posts
234
Votes
Justin Brickman
Agent
  • Realtor
  • San Antonio, TX
234
Votes |
416
Posts
Justin Brickman
Agent
  • Realtor
  • San Antonio, TX
Replied May 12 2024, 20:05

Hey Dee I'll message you a couple CPAs here in SA

User Stats

1,043
Posts
450
Votes
Zachary Jensen
Tax & Financial Services
#2 Tax, SDIRAs & Cost Segregation Contributor
  • Accountant
  • San Diego, CA
450
Votes |
1,043
Posts
Zachary Jensen
Tax & Financial Services
#2 Tax, SDIRAs & Cost Segregation Contributor
  • Accountant
  • San Diego, CA
Replied May 13 2024, 06:30

Hey Dee, 

As tax accountants and strategists, we can't self-promote on the forum. To help in your search:

be sure to find an accountant who is willing to grow with you, and is not too high priced fee-wise. Not too low either, you don't want to go with someone who is just focused on price as this is a quality of a not-so-great accountant. Accountants are in such demand, that the best are not even accepting clients half the time.

The other problem I see often with accountants on here is that they specialize in larger investors, and have really high prices when you as a smaller investor do not need all the bells and whistles.

Another thing I see is folks thinking they need to have a tax professional in their state. We as a firm have investors working with us who have rental properties all over the US big and small.

Finding a real estate-focused tax professional and one who can help with advisory and grow with you would be my suggestion to focus your efforts on finding. Best of luck in your search!

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User Stats

191
Posts
43
Votes
Fulton Abraham Sanchez
Pro Member
  • Accountant
  • CPA Miami, FL
43
Votes |
191
Posts
Fulton Abraham Sanchez
Pro Member
  • Accountant
  • CPA Miami, FL
Replied May 13 2024, 08:16
Quote from @Dee Are:

Hello all, 

Does anyone have suggestions for CPAs located in San Antonio, TX?


Dee, Hi. You've come to the right place. There are over 20 + active CPAs here in Biggerpockets assisting RE investors nationwide with their tax planning. Make sure to reach out to one with real estate experience. Preferably contact them by email as we are not allow to self promote on this forum. 

FAS CPA & Consultants Logo

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3,327
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Basit Siddiqi
Pro Member
  • Accountant
  • New York, NY
3,327
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7,747
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Basit Siddiqi
Pro Member
  • Accountant
  • New York, NY
Replied May 13 2024, 12:24

The great thing about Texas is that they do not have a personal individual income tax.
They do, however, have a franchise tax obligation which you want your accountant to be familiar with.

Best of luck to you in your search.

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Dee Are
1
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2
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Dee Are
Replied May 15 2024, 13:11

Thank you all for your replies. I have found a CPA in San Antonio to work with. 

User Stats

879
Posts
394
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Melanie Thomas
Property Manager
Pro Member
  • Real Estate Broker
  • San Antonio
394
Votes |
879
Posts
Melanie Thomas
Property Manager
Pro Member
  • Real Estate Broker
  • San Antonio
Replied May 15 2024, 19:04

Glad you found a CPA. If it happens to fall through, I would highly recommend the Badger & Badger CPA team. Good luck & happy investing!