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Updated 4 days ago on . Most recent reply

User Stats

69
Posts
64
Votes
Kurt Granroth
  • Rental Property Investor
  • Gilbert, AZ
64
Votes |
69
Posts

Referral to Phoenix-metro CPA/Tax Pro with extensive passive investing experience?

Kurt Granroth
  • Rental Property Investor
  • Gilbert, AZ
Posted

I am looking for a Phoenix-metro area (East Valley preferred) CPA or Tax Professional with extensive experience with passive investing and apartment syndications in particular.They absolutely need to know how to read the K-1 notes and immediately know what they mean and how to act on them. And hopefully they won't make mistakes that would cost me thousands of dollars.

I would honestly prefer an online experience but I've tried that the past number of years and that hasn't worked out great for me, so local it is!

I don't really care between CPA or Tax Pro but they absolutely need to have years of experience with passive investing specifically. I was told previously that any CPA should be able to handle K-1s with no problems but the last three years has shown that that is emphatically not true!

Any referrals?

Most Popular Reply

User Stats

69
Posts
64
Votes
Kurt Granroth
  • Rental Property Investor
  • Gilbert, AZ
64
Votes |
69
Posts
Kurt Granroth
  • Rental Property Investor
  • Gilbert, AZ
Replied
Quote from @Aaron Zimmerman:

There are a lot of great CPAs in the forums. I'd recommend the tax pros finder on here or reaching out to people at your local meetups. 

Hi Aaron,

Alas, I haven't had great luck when I'm the one reaching out, hence why I'm hoping for referrals from people who have actively used a person or service. And yeah, local meetups could be handy... but that's not really my speed.

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