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
226 reviews
  • Preethi Venkataraman

    I had a really positive experience working with Investor Friendly CPA on our 2023 taxes. We have several rental properties and some fairly detailed depreciation and cost segregation considerations, and I was honestly expecting the process to feel overwhelming. Their team made everything clear and manageable. They explained our options, helped us understand the tax impact of different approaches, and handled all the filings accurately and on schedule. What stood out most to me was how responsive and thorough they were. Any time we had a question, they followed up promptly and walked us through the details so we felt confident in every decision. The guidance they provided on the cost segregation study ended up being incredibly worthwhile. We’ve already decided to continue with them for future years because it’s such a relief to have a CPA who genuinely understands real estate investing. I highly recommend Investor Friendly CPA if you want a knowledgeable team that’s proactive and easy to work with.

  • David Amsalem
    David Amsalem
    a week ago

    We started working with Investor Friendly CPA few years ago and are really happy with their service. They are professional and proactive with tax preps. Appreciate their monthly virtual discussions, where you can ask questions and get them answered. Thank you, Ashish, and Team!

  • Ramcha Angarai
    Ramcha Angarai
    3 weeks ago

    Investor Friendly CPA did a great job with my 2023 tax preparation! My situation was pretty complex — multiple real estate properties and some tricky depreciation questions — but their team handled everything smoothly and professionally. They not only got everything filed accurately and on time, but also advised me on a cost segregation study that helped me maximize my deductions. I really appreciated how responsive and proactive they were throughout the process. After seeing the results this year, I’ve already engaged them for the next three years. If you’re an investor looking for a CPA who truly understands real estate and takes a hands-on approach, I highly recommend Investor Friendly CPA!

  • Kenzie Davisson
    Kenzie Davisson
    3 weeks ago

    I started using Investor Friendly CPA in 2025. They were very professional and detailed when preparing a custom quote for the services we needed. Once we decided to go with them, we started our tax strategy calls, which have proven very useful for preparing for end of year and ensuring our ducks are in order to maximize deductions and take advantage of every angle of the tax code. We have cycled through other CPAs before coming to Investor Friendly CPA, and so far we are very happy.

  • Jon Stenger
    Jon Stenger
    3 weeks ago

    The folks at Investor Friendly CPA care about their clients. My initial reaction to meeting my CPA was great, I had some very specific questions that they answered without issue and they post helpful content that directly relates to my financial situation. 5/5

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