CPA in Cleveland, OH

[Lesley Ray]

Hello,

I'm looking for a CPA with experience in real estate investments. I live in California and am planning to purchase a property in the next month in the Cleveland area.

Thanks!

[Basit Siddiqi]

@Lesley Ray

As a resident of California who invests in Cleveland you will be required to file the following 3 forms

1. Federal Income Tax Return
2. California Resident Income Tax Return
3. Ohio Non-resident income tax return(only required if above the states net income and gross thresholds)(You may also need to look to see if the city of Cleveland has any city tax return.)

if you haven't already done so - you may benefit from reading Long-Distance Real Estate Investing: How to Buy, Rehab, and Manage out of state rental properties by David Greene(from BP).

On-to finding you a savvy CPA!

1. Biggerpockets search function - Use the search function to see if a BP colleague requested a CPA in your area. This method allows you to reach out to the BP colleague and ask who they interviewed with, who they decided to go with and if they like working with their CPA. I went ahead and pulled up posts from BP colleagues who requested a CPA in your area.

Cleveland CPA's
https://www.biggerpockets.com/forums/67/topics/450...
https://www.biggerpockets.com/forums/51/topics/376...
https://www.biggerpockets.com/forums/731/topics/50...

San Francisco CPA's
https://www.biggerpockets.com/forums/51/topics/464...
https://www.biggerpockets.com/forums/86/topics/137...
https://www.biggerpockets.com/forums/432/topics/41...

2. Keyword Alerts - Add the keyword alerts "San Francisco" and/or "Cleveland". You will notice that there are frequent members who respond to posts that have these keywords. Feel free to send a colleague request to these members to connect and see who they use as a CPA. Connecting with members who have the pro-membership have a higher tendency so be more serious and provide you a good recommendation.

3. Local Real Estate Investing Networking Events - These events contain seasoned investors and would be more than happy to refer you to a CPA. You can find local networking events through the BP events section or meetup.com

4. Reach out to CPA who works with clients remotely - If you are still unable to find a local CPA that matches your needs. You may want to reach out to a CPA that works with clients remotely. I would argue that working with a remote CPA who has experience in real estate will likely be a better fit for you than a local CPA who is a Jack of all Trades. Technology has enabled communication with a remote CPA through phone calls, emails, skype etc. There are many CPA's on this site that work with clients remotely.

In the meantime - feel free to ask any tax related question. I would be more than happy to help give my opinion.

Good luck in your search