New to Real Estate · St. Petersburg, FL · Member since 2022 · 19 posts · 17 votes
Hey everyone,
I would appreciate any recommendations for CPA's in the Tampa/St. Pete area. There are so many of them when I look online and it gets to be a little overwhelming which is why I came here where there are so many of you with great advise or experiences.
Thank you for referrals and I hope to see everyone at BPCON 2023
@Matthew Martin Hey Matthew, I'm right there with you. I'm on my 3rd CPA in 4 years. The first I was with for a long time. He was a nice guy, but a lot of stuff started to fall through the cracks as he grew and added staff. The second was just plain terrible and I started to get IRS letters about filing mistakes...some were right, some wrong...but I couldn't have that. The one we went to now seems to be a machine. When I asked for help about one of the previous IRS letters I got the "that's not my job" thing. They also sent me an on-line tax questionnaire for 2022 that was so granular that I might as well do it myself (my undergrad was accounting). It looked like my input might simply transfer into their tax software. I would love to find someone I can actually have coffee with that is an advisor...not a mill. If you find one, please let me know. Good luck to you!
@Matthew Martin Hey Matthew, I'm right there with you. I'm on my 3rd CPA in 4 years. The first I was with for a long time. He was a nice guy, but a lot of stuff started to fall through the cracks as he grew and added staff. The second was just plain terrible and I started to get IRS letters about filing mistakes...some were right, some wrong...but I couldn't have that. The one we went to now seems to be a machine. When I asked for help about one of the previous IRS letters I got the "that's not my job" thing. They also sent me an on-line tax questionnaire for 2022 that was so granular that I might as well do it myself (my undergrad was accounting). It looked like my input might simply transfer into their tax software. I would love to find someone I can actually have coffee with that is an advisor...not a mill. If you find one, please let me know. Good luck to you!
Ruben Cruz at Crulliance is a great CPA in Tampa that actually works very proactively meaning he will do tax projections in Q3 and Q4 and proactively let you know where your tax bill is and give you documented written out options in order to decrease your tax liability. His wheelhouse is all things real estate related.