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REI Tax Firm
9660 Hillcroft Ave #518, Houston, TX 77096, United States
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REI Tax Firm

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Kr
Review №1

My husband and I had our last few years personal and business taxes done with Michael and his team. We could not have asked for better service. They saved us $20k+ on our personal taxes regarding our special family dynamic. That alone was worth the money but the extremely professional and timely communication we also received during the process only added to the value. As our new business grows, we will always have REI Tax Firm along with us for the ride.

Ol
Review №2

You will be hard-pressed to find a better expert in the real estate taxation area. If you do anything with real estate you really can’t rely on your average tax preparer to know all the intricacies of RE taxes. There re just too many nuances. Michael Plaks is the go-to guy in the industry. He is nationally known – just check biggerpockets forums. A real fun character to talk to as well. 5 stars!

Sh
Review №3

As an engineer and a real estate investor with several rental investment properties in Southern California and Vegas Nevada, Michael made the difference for me. His deep knowledge, extensive experience and willingness to guide have facilitated my investment portfolio and tax savings. Michael is truly a Black Belt in Real Estate Taxation. Thank you Michael!

Je
Review №4

Michael is the best! He is thorough and will work in the best interest of his clients. He stays on top of all the new tax codes and educates his clients accordingly. If your looking for an accountant that takes pride in what he does, look no further, If you want to pay Uncle Sam his share and NOT one cent more, Michael is your man!

Cl
Review №5

I have been in real estate investing for 30 plus years, Michael is the only person I will ever recommend my clients too... He is knowledgeable and super professional and will save you money! Dont take your chances with anyone else!

An
Review №6

This man is wicked smart! Hes the first person in the tax world I have talked to with this kind of grasp on the content of the tax code. Also, he never speculates. If I ask something, and if he is not 100% sure, he merely circles back to me within 30 minutes with the correct and often complex answer.Ill be phoning him soon to acquire guidance on how I should grow my real estate investment business.The man is good!

Bl
Review №7

Mike has done my taxes for several years. He understands not only the RE investing part of my business but also my lending and note businesses. I recommend him to any level of investor looking for tax preparation solutions for their growing business.

Ad
Review №8

Ive been friends with Michael Plaks for around 15 years and a client for around 5 or 6. His firm is my fourth CPA firm--the previous three were fired because of poor customer service skills and an inability to explain anything about my tax situation in a way that I could understand. Their work was fine, but I hated spending thousands and feeling clueless. Michaels firm first did the accounting work for my law firm, and I now have a complicated inventory-based business. I happily pay my annual fee because I have complete faith that: (1) the work will be done properly and timely (2) they will take whatever steps necessary, including drawing silly pictures, to help me understand my accounting situations and make informed decisions (3) they are looking out for my best interests. Hire them. You wont regret it.

Sc
Review №9

I have known Michael for several years. He and I have had great discussion on tax policy and tax planning. I would whole-heartedly recommend him for your tax-planning needs.

Ra
Review №10

Michael has come through for me and our investor group consistently for the last 10 years. Thanks for staying up to date and being there Michael when we need you.

Hu
Review №11

Michael and his team are the best in the business and I feel so lucky to have a CPA that understands the Real Estate investment world as cohesively and thoroughly as they do! Thank you and excellent job!!

Al
Review №12

I have known Michael for over 6 years and not only is he well known in the Real Estate Investment world and has been a keynote speaker at local events on Tax Strategies, but he and his team are always helpful, courteous, and a pleasure to work with.

Jo
Review №13

Michael is extraordinarily well-informed. He does his homework. The twisted sense of humor is a bonus.

Je
Review №14

Michael Plaks breadth and depth of knowledge is explained so eloquently I have driven over 4 hours each way to participate in his classes for about 10 years.He stays current not only on the IRS codes but also trends like Airbnb versus traditional renting.As a professional accountant for over 25 years, there is no one I would recommend more highly than Michael Plaks.

Ab
Review №15

Michael Plaks & his firm pack great tax and accounting knowledge especially for Real Estate investors and entrepreneurs

JO
Review №16

Micheal Plaks is a straight up guy I went to him for tax advice for my small business DO-RITE FOUNDATION LLC .. He gave me the advice I need when nobody else would help !! Thanks Michael !!

je
Review №17

REI tax is personable! They know their clients and care about each one of us! They have the knowledge and expertise to help with real estate as well as business taxes. Even during the Covid crises they made a special point to reach out and help with my situation on a personal level.

Br
Review №18

Great tax firm for investors or anyone in real estate.

DE
Review №19

5 star plus for Michael Plaks and his team. This team goes above and beyond to make sure their clients are in the know at all times. They have been very patient with us in explaining any and everything we have had questions about. If you are in real estate and looking for a CPA, Michael Plaks and his team is the one.

Je
Review №20

If you are looking for someone you can trust to take care of your business taxes and provide financial coaching that prides himself on staying up to date with tax law changes, Michael and his team are the answer! I appreciate that they are always willing to explain the complications of my tax situation and help me understand any questions I have regarding my returns. At the end of the day, I fully trust that Michael has my back... and he’s proven it over and over!

Ne
Review №21

I was very pleased with my consultation with Michael Plaks. He was very thorough and did his best to answer my many questions. The consultation was supposed to be for one hour but he went well beyond the allotted time in order to adequately answer my questions. After leaving the consultation I had a very good understanding of the things I need to do from a taxation stand point to make my real estate investing business more profitable. I plan to use his services next year when I file my first business tax return and would highly recommend him to others. Money well spent.

Wa
Review №22

Ive been using Michael for 6 years now, and I realized very quickly that I had finally found a tax preparer that KNOWS real estate and can advise and prepare tax returns for a real estate investor. From basic single family rentals to the complexity of 1031 exchanges and Delaware Statutory Trusts, I have complete confidence in Michaels knowledge. Great staff, great processes..you can send and receive documents electronically on a secure portal, so there is no need to go to his office unless you choose to do so. I have no hesitation in giving a 5 star review.

Le
Review №23

Mike is a professional at what he does. Enough said.

Ru
Review №24

Michael is very knowledgeable and generous with his advice. Id recommend him if you are in need of expert level real estate related tax advising.

Pe
Review №25

Met with Michael last week. He has an encyclopedic knowledge of real estate tax laws plus he knows how the IRS operates. What they look for and what they ignore. If you have real estate you should know what Michael knows. Plus hes a great guy and fun to be around!

Ro
Review №26

This is my second year using Michael Plaks. It has been an excruciating and lengthy process to get this years return filed, which I hope to do soon (this being September). So many missed deadlines, mis-communications, having to submit items more than once. I seem to have fallen through the cracks, and have very little confidence that this firm did a thorough job. The final insult is their refusal to meet with me to review the return, if nothing more than to assure me that they did a good job. I hoped that this would be a good, enduring relationship, but their low regard for my business and best interest will force me to look elsewhere for CPA assistance in the future.

Mi
Review №27

Ive just begun using Michaels services and have been extremely impressed so far. I recently sat down with Michael for a consultation and he provided great advice for moving forward in my real estate investing career. I will definitely be back for additional consultations. Also, Ive purchased his Real Estate bookkeeping class that he offers online. It includes recorded DVDs and PDFs of a previously held class. It has been well worth the money spent. It includes plenty of good advice and I like the fact that I can rewind or pause the presentation in order to take notes or further research a topic. I do enjoy taking classes in person, but I really appreciate that he offers the recorded versions too, for the convenience and ability to go at my own pace. To sum up, I highly recommend Michaels classes and consultation!

Ri
Review №28

Very sharp man. Gives good advice on taxes and tax planning. He gives a lot of seminars where he gives great info but doesnt get pushy about his services. I highly recommend him.

Ke
Review №29

Michael was fantastic!There was an initial mix-up on the scheduling with Michael. His assistant accidentally put the wrong date on when we were to meet. Although it was not a big deal to me, Michael went to great lengths to make it up to me and show me that he valued my time and apologized for the inconvenience.We met the following day and he answered all my queries at length. We spent a good deal of time talking about all walks of investing as well as many different aspects of my business that I had questions on.I would definitely recommend Michael again. His service was top notch, his expertise was excellent, and he made me feel like he was very carefully analyzing all the questions I asked him.5 stars very well deserved!

Ja
Review №30

Michael is our tax adviser for 8+ years. He is extremely knowledgeable, thorough, patient and very helpful! He is always there to answer our tax questions and ease our tax anxiety. Michael is the awesome “Tax expert” in the field. We are so glad to be his clients. Thank you so much for your excellent service!

Ge
Review №31

Michael and his staff have been so responsive and great with answering my questions and helping me see things that I had not thought about. As Im setting up my LLC and proceeding to build and grow my REI business; I can now confidently say that its how I need it to be at this time. I look forward to working with REI Tax Firm for my tax services!

An
Review №32

Excellent service. Very personable. I love the summaries he uses. His secretary Ms Corrine is wonderful. Michael is very knowledgeable. Would not trust my taxes to anybody else.

Ar
Review №33

I have been a Real Estate investor for over eight years now and have use Michael Plaks as my accountant since getting into the business. He has made my life very easy when it comes that certain time of year we all dread. His strategy for bookkeeping has been very easy to follow throughout the year. He makes it simple on my end, which allows me to have clean and accurate books come tax time. I highly recommend him.

J.
Review №34

I have been a client of Michael’s for 6+ years after attending one of his LLU course offerings for real estate (RE) investors. During my stint in RE, I interacted with numerous “professionals”, but Michael was one of only two individuals who I believed warranted that classification. Michael is beyond competent and ethical, and the passion he has for his field and craft as evidenced by his continuing professional development ensures his clients have a complete data set to make quality, timely and well-informed business decisions. I relinquished my RE aspirations after several years but maintained our professional relationship because of his “post transaction” customer service and his earnest approach to concurrently educating his clients. I have recommended Michael to family and friends and look forward to being his client for years to come.

Ch
Review №35

I first heard Michael speak at a couple of events I went to a year ago. Since then Ive been fortunate enough to talk to him many times. The classes Ive attended by him and his DVDs Ive ordered have been very helpful. This will be my first year doing taxes as a full time real estate investor and I cant imagine using anyone other than Michael Plaks to work with. I have no doubts.

fi
Review №36

If you are looking for a knowledgeable tax advisor, especially in real estate arena, look no more. I have been using Michael since 2005. I am very happy with the service he has provided during that time. I dont know what else to say other than that this...he knows what hes doing and I think he can help you too

Ni
Review №37

Michael Plaks has been my tax adviser for nearly 10 years. He is very knowledgeable, professional and friendly person. He helped me get tax refund from IRS several times and SAVED me tons of tax money, he also guided me through IRS tax auditing successfully. Im really glad to be his client and highly recommend him to you as well.

Wa
Review №38

Mr. Plaks and his team are by far the best tax preparation service Ive ever used. They helped guide me through the organizers, and made sure that I had everything required for a great result. I was in a situation where I had to produce full tax returns in order to be able to purchase my primary residence. Mr Plaks went out of his way and completed 2 years of tax returns on the weekend which allowed me to get everything into underwriting and be able to close a week later. Talk about Above & Beyond service! Thank you all. It has been a great pleasure working with Mr Plaks and his team; I will continue working with their team as long as I need taxes prepared.Oh, forgot to mention that the seminar I attended with Mr. Plaks was very informative and I look forward to continuing my RE education with his programs in the future.

Br
Review №39

Michael is very knowledgeable when it comes to real estate investing and taxes. He offered some great advice that will potentially help me with my taxes next year. Great Guy!!

Bi
Review №40

I had a great experience visiting with Mr. Michael Plaks. He was very polite and patient with my questions. I really appreciated his honesty and straight forward approach. He is certainly someone I would recommend.

Co
Review №41

Michael is great fun to work with and an expert in his field. We have used his services for 10+ years. His tax organizers that he shares with his clients allow for an easy way to transmit the necessary information and not have important, potentially $ saving details fall through the cracks.

Am
Review №42

Working with REI Tax Firm was truly a pleasure. Being a newbie to tax prep for investors, I was very nervous about the process and wanted to make sure to file correctly. I needed a professional and was referred by M. Seago, what a great contact to have. Michael Plaks was awesome, David Diaz was awesome, and Yolanda Thomas was awesome to work with!!I have new tools to better prepare for the next tax season, and professionals to guide my on my real estate journey. I highly recommend REI Tax Firm!Amber K.

Ch
Review №43

I have been using Michael Plaks for my taxes for ten years. Over this time I have developed an ever increasing understanding of just how excellent he really is.Recently while doing my taxes we both had quite a shock. The Alternate Minimum Tax (AMT) said I owed thousands of extra dollars. When Michael told me about this he also told me something just did not look right with regard to the AMT numbers. Michael felt that in this case there was a chance that he could fix the problem. However this would take several hours of research at his hourly rate.In summary, Michael gave me three choices. I could do hours and hours of research myself, Michael could do the research, or I could just pay the extra thousands of AMT taxes.After Michael answered a few question I saw my choices as pay Michael and no AMT taxes, pay Michael and pay the AMT taxes, or just pay the AMT taxesI decided to pay Michael. After all, I would much rather pay Michael than pay taxes. And if worst came to worst and I had to pay both, I would still feel better about it than just rolling over and meekly paying the extra money.The story has a happy ending. Michael did the research, redid the AMT calculations, and I owed no AMT taxes.Over time Michael has continuously demonstrated his technical competence. In this case he also applied his overall experience to detect that something was not right.I believe Michael goes above and beyond to give something extra.Michael -- Thank You

Mi
Review №44

Michael Plaks handled the taxes for our real estate investment LLC. He was incredibly knowledgeable, always a source of good advice, and he helped us think through various tax issues that our investment could face. Will definitely use him again next time. His classes are enjoyable and informative as well!

Br
Review №45

I cant say enough great things about Michael Plaks and his staff. Since we began working with Michael, he has always gone above and beyond to help with myself and our partners with our real estate and construction businesses. His staff has always been equally supportive and helpful along the way as well. Most importantly, Michael Plaks is a TRUE expert in his field, so I always feel 100% confident in his expertise!

Sa
Review №46

Thanks to the Michael Plax team for giving me comfort that my taxes are filed quickly and accurately!

Li
Review №47

I attended a seminar with Michael and then followed up with a consultation. He has excellent knowledge of real estate investments and provides clear direction on best practices. Highly recommend him to any new REIs.

ch
Review №48

Had an excellent experience consulting about real estate investment options and tax burden. Honest about what he doesnt deal with but not shy to voice his opinion.

Fr
Review №49

Highly recommended. Very knowledgeable CPA.

Br
Review №50

After going through the wringer during a divorce which caused major IRS problems, I turned to Michael Plaks to help rebuild my financial life.I have been going strong ever since.Hire Michael Plaks, you will sleep soundly at night....

Sa
Review №51

I had the opportunity of working with Mr. Plaks for the first time yesterday and it was a very enlightening experience. He is very patient and took the time to break down information so I could clearly understand the tax process.He is very professional and knowledgeable...If you need assistance with any type of IRS matter, I definitely recommend Michael Plaks!SWS

Al
Review №52

I had a problem with the IRS. They were saying I owed them $ when I know it was not true. I took this problem to Michael. In short order, he handled the problem. I was still expecting the worse, but just the other day I received a letter from the IRS saying CASE CLOSED--you own nothing! Thank you Michael Plaks!Alan Paull

Information
13 Photos
52 Comments
4.9 Rating
  • Address:9660 Hillcroft Ave #518, Houston, TX 77096, United States
  • Site:http://reitaxfirm.com/
  • Phone:+1 713-721-3321
Categories
  • Tax preparation service
  • Accountant
Working hours
  • Monday:Closed
  • Tuesday:9:30am–4:30pm
  • Wednesday:9:30am–4:30pm
  • Thursday:9:30am–4:30pm
  • Friday:9:30am–4:30pm
  • Saturday:Closed
  • Sunday:Closed
Accessibility
  • Wheelchair-accessible entrance:Yes
Planning
  • Appointments recommended:Yes
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