Looking for CPA referrals experienced with House Hacking

[Richard Lee]

Hello everyone! 

I'm new to BP and also new to real estate investment. Bought a house in 2020 and started house hacking. I'm trying to move forward buy adding more doors through this method, but am stuck at the tax level to optimize my gains. Would really appreciate it if anyone could refer me to someone experienced in this field. 

Thanks all!

[Grant Shipman]

Looks like you're off to a great start, mistakes and all. comingling business & personal funds is a mistake, but one that has been done many times by many successful people when they started out, and now you are wanting to do a course correction which is stellar.  What's good is since you're house hacking (I'm assuming you're living in the property), comingling is not as bad or hard to work out.  I can help you sort out acquisition issues (buying additional properties), but my CPA is going to be the best at helping you figure out your financial/tax issues.  She's not the cheapest (she's not the priciest either), but your books/taxes/receipt activity will follow you around for at least 7 years so paying to do it right and to maximize the tax advantages of real estate is key. Like it's been said "It's not the charge but the cost".  It doesn't matter as much the CPA charges for service as the cost to you of not using their service.  That said she's normal priced. Also- I do not get a referral fee. I'd suggest emailing her to setup a phone call or something to see if you'd like her services and she'd accept you as a client.  Message me your email address, and I will email introduce you to her.  Get that ball rolling since it's the end of the year, and then feel free to reach back out to me if you want help troubleshooting acquisition challenges.