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Tax Partners

Find an investor-friendly CPA or Enrolled Agent to help you maximize your tax savings potential

Connect with Investor-Friendly Tax Professionals

Steven C Hamilton II, Enrolled Agent

Accepting Clients

Steven C Hamilton II

Steven is one of the foremost tax planning experts in real estate and self-directed retirement accounts and has over 16 years of experience. His company provides specialized services to those looking for a customized tax approach. Hamilton Tax and Accounting tailors their services to your needs.

Chelsea Monk, Enrolled Agent, MBA

Accepting Clients

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Chelsea Monk is a highly accomplished Client Manager at Hamilton Tax and Accounting, where she has been working since January 2021. With over 15 years of experience in the accounting industry, Chelsea has established herself as an expert in her field. She graduated cum laude with an MBA in Accounting, which has helped her to develop a deep understanding of the intricacies of tax and accounting. Her extensive knowledge of tax law and regulations has enabled her to provide clients with excellent service, ensuring they receive the best possible outcomes.

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Ashish Acharya, CPA

Accepting Clients

Ashish began his career at Ernst and Young (EY), where he developed a deep understanding of complicated tax issues, tax planning opportunities, and tax-efficient real estate acquisitions. He customizes recommendations designed to address clients’ unique needs and goals beyond simply preparing tax returns.
Ashish has invested in real estate for the last 7 years manages a $10M portfolio.

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Bryan Martin, CPA

Accepting clients

Bryan is a real estate investor, real estate agent, and CPA with over 12 years of experience. He owns Taxstra PLLC, a team of CPAs and Bookkeepers that can handle your tax returns and day-to-day bookkeeping needs at reasonable prices.

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Sean O’Keefe, CPA

Accepting Clients

Sean is a CPA with 10 years of experience supporting real estate investors (REIs) with taxes and accounting. He loves helping REIs understand the tax impact of their decisions and simplifying the filing process at the end of the year. Currently, Sean is accepting new clients and is excited to provide tax planning and custom strategize for all levels of real estate investing.

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Brandon Hall, CPA

Accepting Clients

Brandon is a Certified Public Accountant, national speaker, and the Founder/Managing Partner of Hall CPA PLLC, a CPA firm specializing in helping real estate investors, syndicates, and funds optimize tax positions and streamline their accounting. Many of the professionals at Brandon’s firm own investment real estate. Brandon is an investor himself owning 25 units spanning from SFRs, STRs, and MFRs.

Featured on Episode #196 and #269 of the BiggerPockets Podcast and Episode #96 of the On the
Market Podcast.

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Daniel Hyman, CPA

Accepting Clients

Daniel is a CPA that works exclusively with real estate investors (long term rentals, short term rentals, house-hackers, flippers, and realtors). He has 13 years of experience working with clients in all 50 states and military personnel abroad. His emphasis is on tax efficiency, compliance, and communication. He personally invests in MFR’s. Connect with Daniel to see how he can help you optimize your tax position.

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Joseph Palmiero, CPA

Accepting Clients

Joe is a CPA and real estate investor with over 20 years of experience.  He owns Palmiero CPA, LLC a virtual CPA firm helping real estate investors optimize their taxes, stay in compliance, and build wealth.

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Matt Bontrager, CPA

Accepting Clients

Matt is a Certified Public Accountant and Managing Partner of TrueBooks, a CPA firm specializing in helping real estate investors, high net worth individuals, and small businesses lower their tax bill through accurate bookkeeping and tax strategy. He is an investor himself who prefers long-term single-family rentals and multi-family syndications.

Featured on Episode #689 of the BiggerPockets Real Estate Podcast

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Greg O’Brien, CPA

Accepting Clients


Greg O’Brien, CPA, is the Co-CEO of Anomaly.  In 2023, Greg was named the #1 Tax Strategist in the US by the American Institute of Certified Tax Planners. Anomaly focuses on complex planning issues for clients and leads firm growth initiatives. Greg founded Anomaly CPA with partner John Malone, JD, as a subscription-only tax advisory firm specializing in working with entrepreneurial clients who own and want to grow their real estate portfolio, with a specialty in STR investors. Greg is a real estate investor with over 25 doors & was also a winner of the 2022 40 Under 40 CPA award.

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Amanda Han, CPA & Tax Strategist at Keystone Inc.

Accepting Clients


Amanda Han is a Tax Strategist and is the founder of Keystone CPA, Inc. She is the author of the BiggerPockets book Tax Strategies for the Savvy Real Estate Investor. As an investor herself, Amanda helps to bring top-notch tax saving strategies to everyday investors nationwide.

Her team is made up of tax strategists who work exclusively with real estate investors to identify opportunities to save more taxes year after year. Amanda has been featured in the Forbes Finance Council, Talks @ Google, and CNBC’s Smart Money Talk Radio.

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Jeff Nash, CPA

Accepting Clients

Jeff is also a CFP® professional in addition to a CPA and works with clients mostly in the real estate, financial services, and energy industries. He specializes in alternative investments and retirement plans which may help to provide tax advantages and build clients’ wealth over the long-term.

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Marc Bencivenni, Co-Founder & COO

Accepting Clients

Fintegrity Accounting is a Denver based outsourced accounting firm providing a full suite of accounting, bookkeeping and financial management services to real estate investors and small to medium sized businesses.  For over a decade, we have empowered businesses to reach their full financial potential by providing them with personalized solutions for steam-lining accounting operations, implementing software solutions and optimizing their taxes.

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WealthAbility®

Accepting Clients

Are you a Real Estate professional looking to make the most out of your hard-earned income?

At WealthAbility®, we specialize in helping you legally reduce your tax burden and keep more of what your earn.

Our signature Tax-Relief System™ will take you from strategy through execution. Your certified WealthAbility® CPA will help permanently reduce your taxes by 10-40% in 3 months or less.

As an industry leading tax expert, our founder Tom Wheelwright® has spent more than 40 years perfecting an easy and affordable solution that will guide your journey to Tax-Free Wealth.

Unlock Your Tax Saving Potential. – Connect Today!

Dreading Tax Season?

This two-book set, written by CPAs Amanda Han and Matthew MacFarland, is your one-stop guide to fine-tuning your tax strategy.

The book bundle includes The Book on Tax Strategies and The Book on Advanced Tax Strategies, plus bonus tax strategy PDFs, videos, cheat sheets, and more.

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