Over the past two decades, a surge in real estate investing has enhanced the need for real estate tax professionals.
According to the National Multifamily Housing Council, 44.1 million of today’s households are renters.
44.1 million!
That means more than 40 million rent checks are distributed to real estate investors every month.
And, that means there are millions of real estate investors in need of a real estate CPA. By engaging a CPA or qualified tax professional, investors can implement tax strategies that will help them legally avoid tax and keep mailbox money in their pockets.
What is a Real Estate CPA?
While real estate can be a lucrative practice area, real estate tax professionals must understand the intricate tax laws that impact short-term rentals, long-term rentals, construction, house flipping, like-kind exchanges and other real estate transactions.
When searching social media for real estate tax professionals, consider these criteria and before you click Follow, Book, or Subscribe.
Real Estate Content
Does this professional consistently share qualified financial information related to Real Estate Investing?
Professional Qualifications
Does this professional hold a qualified license such as a CPA or Enrolled Agent (EA) license?
Experience
Has this professional worked with other experts in real estate taxation? Have they spent several years helping real estate clients save tax dollars? Do they personally invest in real estate?
Peer Reviews
Has this professional received positive reviews from clients or peers in the tax and real estate industry?
Application and Services
Does this professional provide practical tools or services to help you navigate through real estate tax strategies?
Top 5 Real Estate CPAs
Here are five awesome real estate CPAs who meet the criteria listed above.
1. Larry Pendleton Jr., CPA
Content: Helps fellow investors with tax, investing and accounting strategies to add value to their investment portfolios.
Professional Qualifications: Certified Public Accountant.
Experience: Larry has over 8 years of experience in tax consulting, preparation, accounting, and financial statement auditing. He is the co-founder of PC Financial Services, an accounting firm that specializes in tax preparation, bookkeeping, and tax resolution services.
Within his own real estate portfolio, Larry has more than 6 years of experience as a multifamily investor involved in syndications, joint ventures, asset management, tax strategies, investor relations and underwriting.
Peer Reviews: Featured on Generational Wealth Through Commercial Real Estate , Multifamily Marketing and The Little CPA!
Application and Services: Larry provides tax planning, consulting, investing and other services. You can learn more here.
2. Keisha L. Rondeno, CPA
Content: Shares tax strategies that help business owners and real estate professionals save money, increase their cash flow, build generating wealth and grow their business.
Professional Qualifications: Certified Public Accountant.
Experience: Keisha is the owner of Keisha L. Rondeno, CPA PLLC. She has been a CPA for more than 16 years and a real estate investor for more than 12 years.
Her firm is dedicated to helping business owners and real estate professionals organize their finances so they can deduct more, invest smarter, and, most of all, legally pay less to the IRS.
Peer Reviews: Check out Keisha’s 5 star reviews on Facebook!
Application and Services: Keisha provides tax, accounting and business consulting services. Click here to learn more.
3. Ana Klein
Content: Shares tips to help real estate investors save on taxes.
Professional Qualifications: Certified Public Accountant.
Experience: Ana is the CEO and owner of AKK Tax and Accounting. With more than 10 years of accounting experience, she advises the real estate community on various topics including rental properties, tax issues and wealth transfer.
Peer Reviews: Featured on El Cash Flow Cafe, The Multifamily Journey, The Househacking Success and more!
Application and Services: Ana provides tax, investment and portfolio analysis, financial review and other services. Click here to learn more.
4. Ryan the Real Estate CPA
Content: Helps real estate investors boost their return on investment (ROI) using the tax code.
Professional Qualifications: Certified Public Accountant.
Experience: Ryan is a tax consultant at one of the nation’s largest tax and advisory firms. He provides tax services to prestigious hedge funds, real estate investors and private equity firms.
Peer Reviews: Ryan was featured on Episode 54 of the WallStJunky. He has also been featured on The Little CPA!
Application and Services: Join Ryan’s Real Estate Investor Facebook Group by clicking here.
5. Thomas Castelli, CPA
Content: Shares knowlege that helps real-estate investors build wealth, achieve financial freedom, and retire securely by investing in real estate.
Professional Qualifications: Certified Public Accountant, Certified Real Estate Financial Modeling
Experience: Thomas started his real estate journey as a passive investor of a 48-unit multifamily property.
Today, he holds equity positions in several multifamily properties and participated in a syndication of an 82 unit apartment complex as a general partner.
Thomas is also a Tax Partner at The Real Estate CPA. As a Partner, he helps real estate investors keep more of their hard-earned dollars in their pockets, and out of the government’s through proactive tax strategy and planning.
Peer Reviews: Thomas has been featured on Million Acres, The Motley Fool, the Tax & Legal Summit and more!
Application and Services: Thomas provides one-on-one professional tax advice at a fraction of the cost. Learn more here.
In Conclusion
Real Estate Tax CPAs understand how rental income impacts your tax return, how business structures determine your taxable income, how capital gains tax is calculated – and much more.
These specialized tax professionals can help you minimize your tax liability by maximizing the many benefits the IRS tax code offers real estate investors.
Do you know of any other Real Estate CPAs who qualify for this list? Let us know!
The Little CPA is not affiliated with or responsible for the content of any of the above websites or CPAs, and does not guarantee, approve, or endorse the information, services or products available on any of these sites. Each website has its own terms, conditions and privacy policies and there may be risks associated with sharing personal information on these websites.
