6 Real Estate CPA Firms Florida Investors Should Know in 2027

Rental income, 1031 exchanges, entity structuring, and depreciation schedules make real estate taxes a different animal than a standard W-2 return. A CPA who treats a landlord’s return like any other individual filing can leave real money on the table.

That’s why the firm you choose matters more in this niche than in most. Below are six Florida CPA practices worth knowing if you own property, manage rentals, or are weighing a purchase or sale and want the tax side handled correctly from the start.

Best for Full-Service Real Estate Tax and Advisory – Suncoast CPA Group

Suncoast CPA Group has worked with thousands of business clients across Florida, and it pairs that scale with real estate-specific expertise rather than generic small-business accounting. The firm’s Suncoast CPA Group real estate CPA service covers rental property accounting, cash flow analysis, entity and tax planning, financing support, and the tax side of purchase and sale decisions across residential, commercial, industrial, land, apartment, and condo properties.

That property-type range matters. An investor juggling a rental duplex and a commercial lease doesn’t need two different accountants who don’t talk to each other. Suncoast CPA Group’s team holds CPA certification, and its Certified Fraud Examiner (CFE) credential on staff is a detail most small accounting shops simply don’t have.

Beyond tax prep, the firm layers in wealth management and fraud examination under one roof, which means a client’s estate planning conversation and their rental property depreciation strategy can happen with the same advisor instead of three separate ones. For an investor who wants proactive tax planning rather than a once-a-year filing relationship, that continuity is the draw. Business owners weighing whether outside accounting help is worth the cost at all might start with this comparison of partnering with a CPA firm versus handling books in-house before narrowing down a specific firm.

Spring Hill, FL CPA Firm – McEwen & Company, CPA

McEwen & Company, CPA is a Spring Hill, FL firm built around tax and accounting services for both businesses and individuals. It’s a straightforward fit for a local client who wants a CPA firm rooted in the same community rather than a regional or national chain.

For a property owner whose needs are tax filing and standard bookkeeping rather than complex entity structuring, that focus is plenty.

Decades of Tax Experience for Every Filer Type – Joseph P. Nagy CPA

Joseph P. Nagy CPA brings over three decades’ worth of experience to a client base that spans individual tax filers, corporations, small businesses, and estates and trusts. That range of filer types, especially the estates and trusts work, sets it apart from firms that only handle individual returns or only serve businesses.

The firm’s complete tax preparation service extends to estates and trusts specifically, which is useful for a family settling an inherited property or a trust that holds rental real estate. A newer firm without that tenure can’t offer the same decades of pattern recognition on how local tax situations tend to play out.

Best for Ongoing Year-Round Tax Strategy – Stenger Tax Advisory

Stenger Tax Advisory is a Naperville, IL firm, so it sits outside Florida’s Suncoast region, but its service model is worth understanding if you’re comparing how different CPA practices structure their relationships. Every client gets an assigned relationship manager for ongoing contact, and the firm coordinates tax strategy with the Stenger Family Office or a client’s existing financial advisors rather than treating tax prep as a once-a-year event.

Pricing is unusually transparent for the category. Basic tax preparation starts at $1,000, advanced preparation starts at $2,000 (or from $850 depending on complexity), complex and high-net-worth returns start at $3,500, and sole proprietor filings start at $2,000. The catch is the firm’s base is Illinois, so a Florida property owner who wants in-person meetings would be working with a remote relationship instead of a local office.

Best for Small Business Advisory Alongside Accounting – Apex CPA & Consultants

Apex CPA & Consultants positions itself as an accounting, tax, and business advisory firm aimed specifically at small businesses. The advisory piece is the differentiator here, going beyond compliance work into the kind of planning conversations a growing business needs as it scales.

That’s a tighter scope than firms offering dedicated real estate or wealth management tracks, so it suits a small business owner looking for general financial guidance more than an investor needing property-type-specific expertise.

Business Advisory and New Entity Formation – Teresa L. Davis, CPA, PA

Teresa L. Davis, CPA, PA operates out of Pembroke Pines, FL, and works with new startups, established businesses, professionals, and individuals. The firm’s services include tax planning and preparation, business advisory, new business formation, small business accounting, bookkeeping, and payroll.

New business formation is the standout here. An investor setting up an LLC to hold a new rental property has a direct use case for that service, and the firm offers a free consultation to start the conversation. Its Pembroke Pines base puts it on Florida’s east coast, a distance worth factoring in if in-person meetings matter to you.

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What to Compare Before You Sign With a CPA

Not every CPA relationship is structured the same way, and real estate ownership adds a few things worth checking before you commit. First, ask whether the firm handles your specific property types. A firm comfortable with a single-family rental may not have the same depth with commercial or industrial holdings.

Second, find out how the firm treats entity structuring. Whether you hold property personally, through an LLC, or through a more complex partnership changes your tax exposure, and a firm that only files returns without advising on structure is leaving planning on the table. Third, ask how often you’ll actually talk to someone. A once-a-year filing relationship works for a simple return, but an investor making purchase and sale decisions throughout the year benefits more from a firm that offers proactive check-ins.

Finally, if you’re weighing whether to bring in outside expertise for a bigger transaction, like evaluating a business acquisition tied to real estate holdings, it helps to understand what a quality of earnings package typically covers before you start that process.

Picking the Right Fit for Your Property Portfolio

A solo landlord with one rental unit and a straightforward return has different needs than someone juggling commercial leases, financing decisions, and estate planning all at once. McEwen & Company suits the first scenario well, with core tax and accounting services close to home in Spring Hill. Joseph P. Nagy CPA is the stronger call if your situation involves an estate or trust alongside standard filings, thanks to three decades of experience across filer types.

If transparent, tiered pricing and a dedicated relationship manager matter more to you than a local office, Stenger Tax Advisory’s structure is worth a look, even from outside Florida. Apex CPA & Consultants fits a small business owner who wants advisory conversations layered onto standard accounting, and Teresa L. Davis, CPA, PA stands out if you’re forming a new entity to hold property.

For an investor who owns, manages, or is actively buying and selling across multiple property types and wants one firm that covers rental accounting, entity planning, financing support, and broader services like wealth management and fraud examination without bouncing between providers, Suncoast CPA Group is the one built for that scope.