Skip to content
×
PRO
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
$0
TODAY
$69.00/month when billed monthly.
$32.50/month when billed annually.
7 day free trial. Cancel anytime
Already a Pro Member? Sign in here

Join Over 3 Million Real Estate Investors

Create a free BiggerPockets account to comment, participate, and connect with over 3 million real estate investors.
Use your real name
By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions.
The community here is like my own little personal real estate army that I can depend upon to help me through ANY problems I come across.
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 3 months ago,

User Stats

31
Posts
9
Votes
Dan McEvoy
Pro Member
  • Maui
9
Votes |
31
Posts

Looking for good tax accountant / attorney

Dan McEvoy
Pro Member
  • Maui
Posted

Looking for a good tax strategist. Either an accountant specializing in real estate or tax attorney specializing in real estate

  • Dan McEvoy
  • User Stats

    184
    Posts
    105
    Votes
    Joshua Thompson
    Tax & Financial Services
    • Accountant
    • Princeton, TX
    105
    Votes |
    184
    Posts
    Joshua Thompson
    Tax & Financial Services
    • Accountant
    • Princeton, TX
    Replied

    If you're looking for a tax attorney because you have an issue with the IRS let me know as I have two great referrals. If you're looking mainly for tax strategy like you mentioned I would reach out to a few active accountants here in the forums or use BP free tool "Build Your Investing Team" to match with an accountant that might fit you best.

    • Joshua Thompson
    business profile image
    Thompson Tax Group LLC
    5.0 stars
    26 Reviews

    User Stats

    214
    Posts
    100
    Votes
    Sean Graham
    Tax & Financial Services
    • Investor , CPA
    • Detroit, MI
    100
    Votes |
    214
    Posts
    Sean Graham
    Tax & Financial Services
    • Investor , CPA
    • Detroit, MI
    Replied
    Quote from @Dan McEvoy:

    Looking for a good tax strategist. Either an accountant specializing in real estate or tax attorney specializing in real estate

    Hey @Dan McEvoy what are your needs? Do you have a real estate portfolio? 

    • Sean Graham
    business profile image
    Maven Cost Segregation Tax Advisors
    5.0 stars
    1 Review
    1-800 Accountant  logo
    1-800 Accountant
    |
    Sponsored
    Unlock Year-End Real Estate Tax Savings: Buy your accounting services now and deduct them on your 2024 taxes. Flat rate, never hourly.

    User Stats

    2,286
    Posts
    856
    Votes
    Bill Hampton
    Tax & Financial Services
    Pro Member
    • Tax Strategist, Financial Planner and Real Estate Investor
    • Atlanta, GA
    856
    Votes |
    2,286
    Posts
    Bill Hampton
    Tax & Financial Services
    Pro Member
    • Tax Strategist, Financial Planner and Real Estate Investor
    • Atlanta, GA
    Replied

    @Dan McEvoy

    You came to the right place. A good real estate accountant can save you a ton of money using entity selection and formation, tax deductions and tax planning. 


     I recommend finding an accountant who specializes in real estate taxation and tax planning.

    You may want to consider working with your accountant remotely to expand your options.

    I would also recommend looking for a accountant willing to work with you throughout the year. You want an accountant who can help you strategize and who is responsive when you want to know the consequences of the financial decisions you are making throughout the year.

    There are over 20 real estate accountants on this site. Reach out to a few, see who you like and see if they are accepting new clients. 

    Good luck.

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

    User Stats

    75
    Posts
    55
    Votes
    Austin Cheatham
    • Accountant
    • Louisville, KY
    55
    Votes |
    75
    Posts
    Austin Cheatham
    • Accountant
    • Louisville, KY
    Replied

    As someone who specializes in real estate accounting, I can share a few insights that might help you find the right tax strategist.

    1. Real Estate Accountants: Working with an accountant who has a focus on real estate is crucial. These professionals not only understand the intricacies of tax planning for real estate investments, but they also stay updated on the latest tax laws and strategies that can maximize your deductions and improve your cash flow. Look for someone with experience in areas like 1031 exchanges, cost segregation studies, and passive activity loss rules.
    2. Real Estate Tax Attorneys: If your situation involves complex transactions, legal disputes, or estate planning, a tax attorney specializing in real estate can be an invaluable resource. They bring a legal perspective to your tax strategy, which is particularly useful if you’re navigating issues that might require more than just accounting expertise.

    Depending on your needs, you might even consider a collaborative approach, where both an accountant and a tax attorney work together to optimize your tax strategy.

    Feel free to reach out if you have any more specific questions—I’m happy to share more insights.

    Account Closed
    • Accountant
    • San Diego, CA
    550
    Votes |
    1,250
    Posts
    Account Closed
    • Accountant
    • San Diego, CA
    Replied
    Quote from @Dan McEvoy:

    Looking for a good tax strategist. Either an accountant specializing in real estate or tax attorney specializing in real estate


     Aloha Dan! 

    Here on BP they dont let us promote ourselves as accountants its against the forums rules. I would suggest reaching out to people providing free value here answering peoples questions and see if they are accepting new clients. Best of luck! 

    User Stats

    8,049
    Posts
    3,593
    Votes
    Basit Siddiqi
    Tax & Financial Services
    Pro Member
    • Accountant
    • New York, NY
    3,593
    Votes |
    8,049
    Posts
    Basit Siddiqi
    Tax & Financial Services
    Pro Member
    • Accountant
    • New York, NY
    Replied

    Tax accountants and tax attorney's will normally do two different tasks.

    When I think about a tax attorney, they will normally defend you in a tax court, interpret a new tax law that passed to see how it applies to you and your business or deal with complex tax laws such as transfer pricing.

    The tax accountant will normally help with tax strategies and compliance.

    Best of luck.

    business profile image
    Basit Siddiqi CPA
    4.9 stars
    71 Reviews