INVESTOR FRIENDLY CPA®

I have known Ashish, CEO/Founder of Investor Friendly CPA, personally for many years, and after receiving exceptional CPA services from him and his team for several years, I can confidently say he is among the best CPAs you will find for tax-saving strategies, especially in real estate tax planning. Ashish is down-to-earth and approachable, yet highly professional and extremely knowledgeable in his work. He has built a strong team of highly qualified on-site and offshore professionals, creating a truly top-tier accounting system to support his clients. A visionary and incredibly hardworking leader, Ashish consistently turns ideas into reality. Investor Friendly CPA is absolutely the place to go for tailored tax strategies that maximize savings, whether you’re an individual or a business.

Jill and Ashish’s team are excellent. They are knowledgeable and highly responsive, always replying promptly to my email questions. They explain complex tax matters in a way that’s easy to understand. This was my first year working with them, and the experience was smooth and well-organized. I definitely plan to continue working with them next year and highly recommend their team.

I’ve used them for both business and personal tax preparation and planning, and the experience has been excellent across the board. Their team is thorough, knowledgeable, and proactive — exactly what you want in a CPA. I really appreciate the clear guidance and expert advice they provide, along with their regular newsletters that keep me in the loop on new tax laws and changes. It’s obvious they take the time to make sure clients understand their options and stay ahead of any updates that might affect them. Highly recommend for anyone looking for a reliable, detail-oriented, and truly investor-friendly CPA firm.

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.

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.