Good CPA in Dallas/Fort Worth

[Kathy Armstrong]

Does anyone know a good investor wise CPA anywhere in Dallas or Fort Worth?

Thanks,

Kathy

[Gautam Venkatesan]

I have personally used and recommend

Andrea Ward, CPA
Award Tax Service
(817) 238-1360

[Gautam Venkatesan]

I have heard good reviews of the following CPAs:

Robert Cooper at 972-387-1362

Gary Vick at 972-278-1090

[Jerry Puckett]

Hi @Kathy Armstrong ,

Ron Baker in Irving is excellent and understands the wholesaling business well.

972-254-1312

[Steven Hamilton II]

MY take is also consider a good Enrolled Agent. They specialize in tax.

Look at this post on the blog: J Scott's Blog on accountants

Don't feel limited to someone located in your immediate area. Technology makes it so your accountant is always located near you.

Here is another list, I added in a previous post:

What was the most recent CE course you took and when?
What subject is/are your academic degree(s) in?
What is your specialty (tax accounting, tax representation, etc.)
How long have you been practicing?
How many clients do you have?
What percentage of your practice today is in real estate?
Have you represented clients in front of the IRA, and what is your success rate?
Will you share a reference(s) from your current client who runs a business similar to mine?
Will you share a reference who can speak to your representation before the IRA?
How can you or your professional network help me with entity structuring, retirement/estate planning, business analysis, etc.?
Help you define the appropriate business structures, both from a legal protection and from a financial/tax perspective
Help you create a tax strategy for your business that will allow you to legally keep as much money as you possibly can
Help you make smart decisions with respect to your individual real estate investments
Prepare your annual tax returns
Recommend other team members (attorney, insurance agent, real estate agent, etc) who can help make your business a success
What are your credentials?
What services do you offer?
What areas of tax and accounting do you specialize in?
What is your background and do you personally own real estate?
How would I be able to communicate with you? Can I get questions answered by email?
Given my circumstances, what business structure(s) do you recommend? Why?
Can you register the business structures for us?
How can you help in the various phases of real estate investing (acquisition through sale)?
Do you specialize in tax strategy? Specifically geared towards real estate?
How aggressive will you be in helping us keep as much money as possible?
What tax strategies/issues should I be aware of upfront?
How often would you suggest we meet to review our progress/plan?
Do you do tax preparation?
What software do you use (and expect me to use) to do our accounting?
Can you help me find other team members (attorney, insurance agents, real estate agents, etc)?
What is your schedule of fees?
Do you have references?

[Kathy Armstrong]

Thank you, everyone!

[James L.]

@Kathy Armstrong Hi Kathy, which CPA did you end up going with? I am currently looking for a CPA in the Dallas and Fort Worth area.

@Gautam Venkatesan Hi Gautam - Do you still use and recommend Andrea Ward?

[Milton Granados]

@Jerry Puckett Do you still use work with Ron as a CPA?

[Jerry Puckett]

@Milton Granados

I do not. We moved away from Irving a couple of years ago and found a new accountant. 

It wasn't just the move however. Our business grew by several orders of magnitude each year the last 5 years running. We have a bookkeeper on staff for the day to day, and our new CPA is far more accommodation, sending one of his staff to our office each year to help us with year end.

He stays in touch with us through out the year also, keeping us in the loop with all of the changes, and helping us to think through and implement new strategies along the way.

His name is Keith Barfield.