Investor Friendly CPA

Tax strategy and bookkeeping for real estate investorsBee Ridge, FL

Since 1998
Free consultation
Eco-friendly
Online booking

Call (800) 522-6091 Website Directions

About Investor Friendly CPA

The story

Investor Friendly CPA prepares taxes and plans strategies for real estate investors, business owners and high-income earners. Its work centers on rental property tax benefits such as depreciation, cost segregation studies and 1031 exchanges, along with advice on whether an LLC, S-Corp, C-Corp or partnership suits an investor's goals. Bookkeeping for rental income, expenses and cash flow is also part of the practice.

Clients usually begin with a free consultation booked online, then share their goals and documents and review a customized proposal before work starts. Planning continues through the year with ongoing calls instead of only at filing time. The firm also handles IRS and state notice responses, extension filings and new business formation.

What they offer

Services & specialties

Tax Preparation
Tax Planning
Bookkeeping
Cost Segregation Studies
Entity Structure Consulting
Real Estate Tax Strategy
IRS Notice Response
Estimated Tax Calculations
New Business Formation

Before you go

Good to know

What does Investor Friendly CPA offer?: Investor Friendly CPA is a accountant in Bee Ridge, FL. Services include tax preparation, tax planning, bookkeeping, cost segregation studies, entity structure consulting, real estate tax strategy, irs notice response and estimated tax calculations. Since 1998, Free consultation, Eco-friendly and Online booking.
How do I contact Investor Friendly CPA?: Call (800) 522-6091 or visit investorfriendlycpa.com.

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