CPA​/Tax Strategist STRs; PA — Referrals

CPA/Tax Strategist for STRs (PA) — Looking for Referrals

Hey everyone—looking for a solid CPA/tax strategist in the PA area who really understands short-term rentals.

My wife and I are a dual W2 household planning to buy our first STR, and we want to be intentional about tax strategy from day one (material participation, STR treatment, etc.), not just react at filing time.

Looking for someone who:

• Works regularly with STR investors (not just general real estate)
• Is proactive and strategic, not just a tax preparer
• Has clear, upfront pricing (not commission-based or % of “savings” models)
• Has experience advising dual W2 households transitioning into STRs

Would really appreciate referrals to CPAs you’ve personally worked with and trust. Thanks in advance!

Buying a STR that is treated as 'active' for tax purposes, will go along way in reducing your federal tax burden.

Just have to be a little careful with Pennsylvania since it is a 'gross income' state.

Best of luck!