All Forum Posts by: Carl Kallgren IV

Hey BP fam! Looking for some tax professional / CPA recommendations.

Looking for a tax pro / accountant in Greensboro, NC who has experience working with real estate investors, but more specifically one with expertise in the following areas:

• *Note investing (seller-financing)*
• LLCs and Land Trusts

Within the Triad would be great, but I’m willing to travel to Raleigh, Durham, Charlotte, Fayetteville, etc in North Carolina if they have experience in note investing, specifically note creation and seller-financing. Experience with land trusts is an added bonus.

I know there are a ton of tax professionals who work in the real estate space, but I’m really looking for someone who has worked with investors and with notes. I’m just getting started, and would love to find someone who I can work with for the duration of my investing career.

I plan on attending a REIA meetup and asking for recommendations there as well. Some firms that I'm currently considering include:

• Bernard Robinson & Company
• Debbie Brower, CPA
• Dodson, Shelton & Nelson
• Ann R. Craven, CPA
• Mildrid Esua, CPA

Thanks for your recommendations!

Hey BP fam! Looking for some tax professional / CPA recommendations.

I’m in the NC Triad area - Greensboro, North Carolina to be specific. I’m looking for a tax pro / accountant who has experience working with real estate investors, but more specifically one with expertise in the following areas:

• *Note investing (seller-financing)*
• LLCs and Land Trusts

Within the Triad would be great, but I’m willing to travel to Raleigh, Durham, Charlotte, Fayetteville, etc if they have experience in note investing, specifically note creation and seller-financing. Experience with land trusts is an added bonus.

I know there are a ton of tax professionals who work in the real estate space, but I’m really looking for someone who has worked with investors and with notes. I’m just getting started, and would love to find someone who I can work with for the duration of my investing career.

I plan on attending a REIA and asking for recommendations there as well. Some firms that I'm currently considering include:

• Bernard Robinson & Company
• Dodson, Shelton & Nelson
• Ann R. Craven, CPA
• Mildrid Esua, CPA

Thanks for your recommendations!

Thank you for the solid advice! Lots of nuggets in there. That's absolutely crazy that some Washington state makes it a felony to attempt to buy a preforclosure. I've heard of some of the strict regulations in CA, but that's a whole new level. I definitely will will ask about the local laws and regulations like you suggested, and will actually follow the advice once I have it. I appreciate you taking the time to type out all of your experience!

I agree with the REIA suggestion completely, I definitely do need to do that. As far as the different specialites (nice analogy btw), what if I am looking to purchase foreclosures with a partner to then seller finance (i.e. note investing) them to a buyer? Yes they are all different and require various types of expertise, but they're all part of a singular strategy.

To be fair, I'm sure my post came off a bit like I haven't done any research - I have - I was just trying to keep it concise.

I am going to be doing even more before I select someone to talk to, so I can have specific, directed questions to ask. Yes, I will get a lot from talking to other investors, but I also want to talk to a tax professional well before the end of year and I'm pulling my hair out. It's something I've done outside of real estate, and its saved me a tremendous amount of work/stress/heartache, if that makes sense. 

This is an excellent point, exactly what I was looking for, thank you.

Hey BP fam!

Newby investor from the NC Triad area - Greensboro, North Carolina. I've got my first property under contract (with a partner), and am looking to talk to a lawyer and an accountant before I get too much further into the process, to make sure I set myself up for success from the very beginning.

Question is - who should I talk to first? I'm sure at the end of the day it's not a huge deal, but I'd like to cut down on the back-and-forth. Knowing myself, I'm sure I'll come up with more questions for the lawyer after I see the accountant, or vice versa.

I plan on discussing:

• JVs and partnerships
• Note investing (seller-financing)
• LLCs and (Land) Trusts
• Purchasing foreclosures

Thanks for your thoughts, even if it's "it doesn't really matter."