INVESTOR FRIENDLY CPA® – Certified public accountant in Sarasota, Florida

INVESTOR FRIENDLY CPA® offers specialized Real Estate in Sarasota, Florida. They maintain a client satisfaction rating of 5.0 stars based on 216 reviews.

Industries served include Real Estate, with tailored financial support and strategic guidance. Whether clients need tax preparation, financial analysis, or strategic business consulting, INVESTOR FRIENDLY CPA® provides robust and reliable solutions.

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5.0
216 reviews
  • Naren Roy
    Naren Roy
    5 months ago

    "Exceptional CPA for Investors!" I’ve been working with Investor Friendly CPA, and the experience has been outstanding. As a real estate investor, I need someone who understands complex tax strategies, and Investor Friendly CPA goes above and beyond. They’ve provided expert guidance on everything from cost segregation and depreciation to 1031 exchanges and optimizing deductions for short-term rentals. Their advice is proactive, their communication is clear, and they make navigating taxes feel so much simpler. I always feel confident knowing they’re helping me maximize returns while staying fully compliant. If you’re an investor looking for a knowledgeable, reliable, and responsive CPA, I highly recommend Investor Friendly CPA! They’ve been a game-changer for my investment journey

  • Irina Martinson
    Irina Martinson
    5 months ago

    I've worked with Investor Friendly CPA team for 2 years and very happy I made this choice. Tax planning has been a game changer and they are very knowledgeable about all things related to real estate. You will get a dedicated client manager who will be the primary point of contact for planning and filing. I've been very happy with my manager Ashley C., she is detailed-oriented, knowledgeable, and professional. Thanks to Investor Friendly CPA, I'm able to make smart choices proactively about my real estate transactions during the year that save me from paying thousands in taxes. Highly recommend them to any real estate investor.

  • John Rogers
    John Rogers
    5 months ago

    I would highly recommend Investor Friendly CPA! I've been with Ashish and his team now for over two years and have been thoroughly pleased with all the insight and support that they have given me. They are very knowledgeable and have saved me a lot of money in taxes through their advice and help. Their tax planning services are great as they are quick to respond to questions via email or phone and have helped me in my investment decisions several times. I feel highly confident using Investor Friendly CPA and look forward to many more years working with them.

  • john lau
    john lau
    6 months ago

    I started working with Ashish and his team after purchasing my first investment property. I've been extremely happy with them as they've provided a ton of helpful insight and advice to me. They've answered all my questions, and are always happy to hop on a call whenever I need. I highly recommend them to anyone looking for a CPA / tax strategist. Even if your tax situation is not very complicated, it would be worth doing an intro call with them as they can help you devise a strategy based on your situation and goals.

  • Savannah Tadin
    Savannah Tadin
    4 months ago

    We couldn’t be happier with the exceptional service provided by Ashish’s team! As real estate investors managing flips, rentals, and Airbnbs, we needed a CPA who truly understands the complexities of real estate tax strategies. They went above and beyond to optimize our deductions, minimize tax liabilities, and create a clear, tax-advantageous financial plan tailored to our goals. Their expertise and attention to detail have been invaluable in helping us save money and make confident financial decisions. Ashish and Ashley are always responsive, professional, and willing to explain even the most complex tax scenarios in a way we can easily understand. If you’re looking for a knowledgeable and reliable CPA, especially for real estate ventures, we highly recommend Ashish and his team. Feel free to adjust any specifics to reflect your experience!

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