Looking for Real Estate Tax Professional

[Jeff Bateman]

Has anyone had experience with one in or around Houston? We live in The Woodlands, TX. Wife still has W-2 job, but I left mine at end of 2023. I did get my real estate license and have a few transactions that I was paid for and opened up a small property management company that I only made about $20K on. We have 9 rental properties and I have been doing taxes myself with Turbo Tax in the past, but wanting to make sure doing correct and then with this year working on mine own with LLC and being able to write things off (like mileage, LLC costs, Real estate license fees, etc), may be more than I want to deal with. We purchased 1 property last year and had to sink in quite a bit for repairs and haven't had to factor that in over the past purchases that were pretty turn key. Thanks!

[Bill Hampton]

@Jeff Bateman

Bigger Pockets is a great place to find a real estate tax accountant.

A good real estate accountant can save you thousands of dollars by leveraging entity selection and formation, tax deductions, cost segregations, bonus depreciation and tax planning.

I recommend finding an accountant who specializes in real estate taxation, business taxation, financial planning 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.

Good luck.