INVESTOR FRIENDLY CPA®

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 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.

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!

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!

I searched for quite a while for an online CPA firm that could handle some more sophisticated tax planning strategies and was so glad to find IVCPA. Their staff are up-to-date on many things other CPAs I spoke with are not, and their online system is so easy to use.