RE Accounting/Tax Specialist/CPA

[James Hogan]

Hi everyone!

I am new to BP and the Irving TX area and have 2 RE investments atm.  I found BP through an interesting blog about fidning the right CPA and to be honest it seemed kind of general in nature.  One of the responses talked more about finding someone who deeply understands the strategic thinking/planning as opposed to just being good with numbers.  This sounds like it makes more sense to me since Tax laws have more of a directional impact than anything else as it relates to the proper management and growth of the financial aspect of the RE entity.  Would you agree? I am sure there are groups or training/certifications that train for this but nothing better than experience I am sure!

Looking forward to meeting/expanding my network here!  Thanks!  JH 

[Steven Hamilton II]

@Natalie Kolodij thank you for the tag.

@Melody E Bergloff

I actually stay quite busy with work fixing stuff from other preparers including some names on this forum.I too have CPAs as clients as they don't focus on tax. I know some great CPAs and some bad ones. It depends upon the individual. I also know some of the most knowledgeable individuals without credentials. Unfortunately congress has not passed laws that enable the regulation of preparers; however, some states have. @Melody E Bergloff, FYI Natalie is one I'd definitely hire to work for me. She can run circles around most. 

Not everyone wants to do representation work and it can be a conflict of interest for an existing client. I'd recommend you check your responses and review them ahead of time. And frankly I don't know if you're qualified in any way shape or form. 

Someone reliable should at least have a website. I'm not pointing fingers...

Don't mow down others until you have proved yourself. Because at this point I couldn't advise anyone to work with you as there is no information to find on you, no website, barely even a linkedin page where you jumped job to job. If you've had a practice for 9 years, but no website or other form of advertisement. Your recent posts of activity here seem more like spam to generate traffic to reach out to you privately. We have no testimonials etc. And you listed Utah as your location; however, your license was from CA. Didn't take long to Google. 

Honestly if you have this much time to post there is some other problem. You should either be busy enough working for someone else right now or your practice should be busy enough with last minute premium work and not on here posting on every thread older than 3 months. You have not provided any information of value to this forum yet from what I've seen. All I have seen is posts suggesting a CPA.

I need to get back to tax returns as I actually have quite a busy practice and clients to work with.