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Updated about 1 month ago, 10/16/2024

User Stats

65
Posts
33
Votes
Kevin Escobar
  • Investor
33
Votes |
65
Posts

Looking for a tax strategist

Kevin Escobar
  • Investor
Posted

Hey Everyone! I am looking for a tax strategist to help guide us. We own multiple businesses which have grown a lot in the last year and have rental properties that we own. I feel that a lot of deductions are being missed by my current CPA. Please send your recommendations. Thank you!

User Stats

89
Posts
56
Votes
Jonathan Feliciano
  • Accountant
  • Miami, FL
56
Votes |
89
Posts
Jonathan Feliciano
  • Accountant
  • Miami, FL
Replied

Hi Kevin. I'm a CPA. I've been practicing tax for about 2 years. I'm probably not the best person to be your tax strategist, but I can introduce you to the partners in my company, who have 15+ years of experience and have worked with people in your situation. The name of my company is Moss, Krusick, and Associates (MKA). We have multiple offices in Florida. I'm based in the Miami office. We work with clients nationwide. Let me know if you have any questions about MKA that I can answer for you.


Just curious. What deductions do you think your current CPA is missing?

Account Closed
  • Accountant
  • San Diego, CA
550
Votes |
1,250
Posts
Account Closed
  • Accountant
  • San Diego, CA
Replied

Hey Kevin, as tax accountants, we are not allowed to self-promote in the tax forum as it is against the forum rules. I would highly encourage you to reach out to accountants who are providing other people value and seeing if they're accepting new clients. Best of luck.

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User Stats

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

You've came to the right place to find a real estate focused accountant. There are several on the forums. I would look around and see who is providing value and reach out and see if they can assist.