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Rainmaker
3,247,842
Michael Jacobs
Pasadena, CA
Los Angeles Pasadena 818.516.4393

I understand the Utah School of Accounting has some recent graduates. You don't mind answering a few questions, do you? Forgive me, if some seem repetitive. 

Nov 28, 2018 06:37 PM
Ambassador
3,194,513
Debe Maxwell, CRS
www.iCharlotteHomes.com | The Maxwell House Group | RE/MAX Executive | (704) 491-3310 - Charlotte, NC
Charlotte Homes for Sale - Charlotte Neighborhoods

I found my from recommendations from friends & family who are also business owners. I wanted someone who was familiar with business returns and who also had experience working with real estate agents. I found him and am never letting go - he's a gem!

Nov 28, 2018 09:21 PM
Rainmaker
682,654
Candice A. Donofrio
Next Wave RE Investments LLC Bullhead City AZ Commercial RE Broker - Fort Mohave, AZ
928-201-4BHC (4242) call/text

I asked a VP of commercial lending for one of our local banks who her clients use. She gave me the perfect person.

Nov 28, 2018 05:55 PM
Rainmaker
2,765,939
Kathleen Daniels
KD Realty - 408.972.1822 - San Jose, CA
San Jose Homes for Sale-Probate & Trust Specialist

Referral - recommendations from friends. 

Nov 28, 2018 06:31 PM
Rainmaker
2,983,023
Nina Hollander
Coldwell Banker Residential Brokerage - Charlotte, NC
Your Charlotte/Ballantyne/Waxhaw/Fort Mill Realtor

It was a referral from the accounting manager at my brokerage. My CPA specializes in real estate agent accounting and I've been with him for years.

Nov 29, 2018 03:53 AM
Ambassador
1,615,029
Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

Got a great referral from our investment advisor.

Nov 28, 2018 07:00 PM
Rainmaker
3,178,259
Endre Barath, Jr.
Berkshire Hathaway HomeServices - Beverly Hills, CA
Realtor - Los Angeles Home Sales 310.486.1002

It was a referral from a small business owner who was very happy with his CPA, may I suggest you ask some of the small business owners....Endre

Nov 28, 2018 10:44 PM
Ambassador
2,345,139
Fred Griffin presently on Leave of Absence
Fred Griffin Real Estate - Tallahassee, FL
Licensed Florida Real Estate Broker

        My previous CPA retired; she referred me to my current one (in the same firm).

Nov 28, 2018 06:13 PM
Rainmaker
1,026,697
Anthony Acosta - ALLATLANTACONDOS.COM
Harry Norman, REALTORS® - Atlanta, GA
Associate Broker

My sister referred me to my CPA. 

Nov 29, 2018 04:25 PM
Rainmaker
1,038,437
Valeria Mola
SIB REALTY - Sunny Isles Beach, FL
305-607-0709 SIB Realty

Somebody told me about our CPA. And we are few years with them.

Nov 29, 2018 12:33 PM
Rainmaker
763,058
Kasey & John Boles
Jon Gosche Real Estate, LLC - BoiseMeridianRealEstate.com - Boise, ID
Boise & Meridian, ID Ada/Canyon/Gem/Boise Counties

Referral from another real estate agent friend. We used him for 11 years until he retired and sold his business. We thought about looking around but have used the cpa that bought his business for the past 3 years and she is good so we are planning to stick with her. -Kasey

Nov 29, 2018 07:51 AM
Rainmaker
912,612
Thomas J. Nelson, Realtor, ePRO, CRS, RCS-D
Big Block Realty 858.232.8722 - La Jolla, CA
& Host of Postcards From Success Podcast

By referral. She works internationally from here in Carlsbad, so try her out:

Rachel Teresa Ivanovich, MBA, EA.

Easy Life Management

3088 Pio Pico Drive Ste 201 Carlsbad CA 92008

rachel@elmtax.com

www.elmtax.com

P 760.730.1817

Nov 29, 2018 07:49 AM
Rainmaker
1,523,697
Sandy Padula and Norm Padula, JD, GRI
HomeSmart Realty West & Geneva Financial, Llc. - Carlsbad, CA
Presence, Persistence & Perseverance

She came with the marriage. Sandy has used her for decades

Nov 29, 2018 05:54 AM
Rainmaker
524,584
Peter Testa
Nationwide Homes - Danbury, CT
PETER TESTA

Recommendations

Nov 29, 2018 05:13 AM
Rainmaker
3,173,507
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

I ask for recommendations!

Nov 29, 2018 04:26 AM
Rainer
117,966
Anthony Kirlew
Keller Williams Legacy One Realty - Gilbert, AZ
Helping You Make Fiscally Sound Choices

I have met several through networking groups and my local Chamber of Commerce.

Nov 28, 2018 10:20 PM
Rainmaker
653,993
John Juarez
The Medford Real Estate Team - Fremont, CA
ePRO, SRES, GRI, PMN

I don't use a CPA. I use an Enrolled Agent to prepare my taxes. A referral from my retiring tax professional provided the name.

Nov 28, 2018 10:02 PM
Ambassador
2,851,142
Tammy Lankford,
Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668 - Eatonton, GA
Broker GA Lake Sinclair/Eatonton/Milledgeville

I called a few until I found one that  used the software I liked.

Nov 28, 2018 09:50 PM
Ambassador
3,919,395
Jeff Dowler, CRS
Solutions Real Estate - Carlsbad, CA
The Southern California Relocation Dude

Recommendations from those you trust should work. Our financial person recommended ours who she's known and worked with for many years - heading into year 3 and we are very pleased.

Nov 28, 2018 08:24 PM
Ambassador
4,067,120
Bob Crane
Woodland Management Service / Woodland Real Estate, Keller Williams Fox Cities - Stevens Point, WI
Forestland Experts! 715-204-9671

Put a request on fb for recommendations.

Nov 28, 2018 07:04 PM
Rainmaker
1,567,773
Bob "RealMan" Timm
Ward County Notary Services - Minot, ND
Owner of Ward Co. Notary Services, retired Realtor

My first choice to do my Real Estate business accounting was a CPA from my church. He was good but he made a mistake and he wouldn't pay for it so I checked around. After talking to about 6 others I made my choice by the firms reputation. They assigned a young go-getter and we've been very happy working together ever since Dave Martin (703) 585-4687 .

Nov 28, 2018 06:54 PM
Rainmaker
4,877,893
Barbara Todaro
RE/MAX Executive Realty - Franklin, MA
Marketing Agent for The Todaro Team

referred to me by a friend.... now my entire family uses him....I've used him for 40 years....

Nov 29, 2018 12:37 PM
Rainmaker
725,370
Olga Simoncelli
Veritas Prime, LLC dba Veritas Prime Real Estate - New Fairfield, CT
CONSULTANT, Real Estate Services & Risk Management

We got lucky - it was a tennis friend who happens to be a really smart CPA.

Nov 29, 2018 10:44 AM
Rainmaker
1,213,009
Ryan Huggins - Thousand Oaks, CA
www.HugginsHomes.com - Thousand Oaks, CA
Residential Real Estate and Investment Properties

We sold his house and found him another one.

Nov 29, 2018 09:51 AM
Rainmaker
2,426,599
Richie Alan Naggar
people first...then business Ran Right Realty - Riverside, CA
agent & author

word of mouth for the best source

Nov 29, 2018 07:56 AM
Rainmaker
745,197
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ

Very much like Tammy Lankford, I prefer a CPA who either provides me the software are a template for software I currently use.

However, of greater importance is identifying other small business owner's who have visionary business models and strategies and seeking a referral. These business owners tend to need a CPA with eyes the look forward while the traditional CPA need only respond to historic action.

For example, did your current CPA consult you this year about tax benefits for equipment purchases?  A 30% tariff and loss of tax benefits makes a purchase in 2019 much more costly.  If you NEED it buy it NOW.

Hmm, where will all that tariff revenue go? To build a wall?

Nov 29, 2018 05:05 AM
Rainmaker
2,905,853
Richard Weeks
Dallas, TX
REALTOR®, Broker

Referral from 2 people.

Nov 29, 2018 04:09 AM
Rainmaker
1,478,666
Inna Ivchenko
Barcode Properties - Encino, CA
Realtor® • Green • GRI • HAFA • PSC Calabasas CA

asked for referrals. 

Nov 28, 2018 11:21 PM
Rainmaker
800,331
Diana Zaccaro
Tropical Beachside brokered by eXp - Cocoa Beach, FL
"The Accidental Blogger" Cocoa Beach, Florida

I asked a friend who works for a national firm and he referred me to a CPA in the local office.

Nov 28, 2018 10:45 PM
Rainmaker
1,459,718
Evelina Tsigelnitskaya
SIB Realty - Sunny Isles Beach, FL
www.SIBRealty.org 305-931-6931

All years I use CPA. 

Good service, got there by some recommendation. 

Nov 29, 2018 01:14 PM
Rainmaker
5,272,215
Roy Kelley
Realty Group Referrals - Gaithersburg, MD

She was recommended. 

Nov 29, 2018 07:39 AM
Rainmaker
4,323,212
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy

Referral from friends.

Nov 29, 2018 06:05 AM
Rainmaker
4,796,557
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

Referral from friends and others.

Nov 29, 2018 05:51 AM
Rainmaker
4,432,093
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel

Referral.

Nov 29, 2018 04:08 AM
Rainmaker
2,655,894
Debbie Gartner
The Flooring Girl - White Plains, NY
The Flooring Girl & Blog Stylist -Dynamo Marketers

Through my BNI group and listening to many testimonials. Very happy w/ mine.

Nov 30, 2018 06:46 AM
Rainmaker
3,977,733
William Feela
WHISPERING PINES REALTY - North Branch, MN
Realtor, Whispering Pines Realty 651-674-5999 No.

I did some research and asked others who used him

Nov 30, 2018 06:37 PM
Rainmaker
3,049,971
Tony and Suzanne Marriott, Associate Brokers
BVO Luxury Group @ Keller Williams Arizona Realty - Scottsdale, AZ
Serving Scottsdale, Phoenix and Maricopa County AZ

ROFL! Michael Jacobs !!

Nov 30, 2018 08:22 AM
Rainmaker
3,076,232
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

I am lucky am have my cousin in my area.

Dec 04, 2018 11:56 AM
Rainmaker
4,026,783
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

Referrals from my REALTOR friends.

Dec 03, 2018 04:39 PM