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Investor Friendly CPA

Kristen Dolotina
Posted May 16 2024, 08:46

Hi Everyone.  I just recently closed on a Condo in Denver and am looking for an Investor Friendly CPA.  I've heard stories from colleagues who have CPA's that don't keep them abreast of tax advantages and am wondering if any of you have someone you would highly recommend.

Thank you!

Kris

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Bill Hampton
Tax & Financial Services
Pro Member
  • Tax Strategist, Financial Planner and Real Estate Investor
  • Atlanta, GA
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Bill Hampton
Tax & Financial Services
Pro Member
  • Tax Strategist, Financial Planner and Real Estate Investor
  • Atlanta, GA
Replied May 16 2024, 23:24

@Kristen Dolotina

I recommend finding an accountant specializing in real estate taxation. You may want to consider working with your accountant remotely to expand your options.

I would also recommend looking for a tax strategist willing to work with you throughout the year, not just when preparing your tax return. You want an accountant who can help you strategize and who is responsive when you want to know the tax consequences of the financial decisions you are making throughout the year.

Good luck.