Business Page
The CPA Realtor
Tax & Financial Services
5.0 stars
43 Reviews
Markets served
Nationwide
Licenses, Designations or Certificates
CA CPA# 144976 CA DRE# 02213689
About us
As a business owner and real estate investor, I stay current with every tax saving strategy and pass that valuable info to my clients. I help real estate investors just like you scale their portfolio from 1 to 20+ units maximizing every tax benefit along the way. Offering tax planning and preparation services custom fit for the beginners who need guidance, to the experts who are starting to feel like they know more than their current preparer. With expertise and real life experiences most generalist CPAs are lacking, clients are often shocked at the number of mistakes found in prior years. Thankfully, we have the ability to correct this and save you money! Based in Southern California, serving real estate investors nationwide.
Specialties
Tax & Accounting
Tax Planning & Strategy
Tax Prep & Filing
RE Professional Status
Cost Segregation
STR Loophole
MultiState Taxes
1031 Exchange
Creative Financing Tax
Business Taxes
Reviews (43)
5.0 stars
43 Reviews
5.0 stars
43 Reviews
0.0 star
0 Reviews
5.0 stars
5 days ago
Reviewed by
Ricardo Puente
After spending several years dealing with a CPA firm that could not get my returns done correctly I decided to give Nate Meeker my business for my 2024 return. I have to say the experience was night and day. Nate was extremely organized and responsive to any questions I had and kept me informed every step of the way. I'm finally confident that I have a CPA that truly understands the nuances that come with real estate tax. Highly recommend Nate!
5.0 stars
a week ago
Reviewed by
Chi Zhang
I had the pleasure of working with Nate on my 2024 tax returns and strategy. He is extremely knowledgeable, responsive and always courteous when I had many questions about my return and how to maximize tax savings with different strategies related to real estate. If you are a real estate investor whether seasoned or new, you can’t go wrong with Nate!
5.0 stars
a week ago
Reviewed by
Kay
Nate is absolutely wonderful. Very throughout and attentive to all of our questions and concerns. He uses very efficient programs so we can just do our taxes and business work all on online too. He’s always exceeding our expectations. Glad we found him.
5.0 stars
3 weeks ago
Reviewed by
Ashley Rubens
This was my first year working with Nate, and I have nothing but amazing things to say. He made the process so efficient and streamlined. His expertise in real estate was incredibly helpful for any questions I had and truly made the process stress-free. I’m looking forward to working with him again next year!
5.0 stars
3 weeks ago
Reviewed by
David Kopshever
This was my first year using “The CPA Realtor” and all I can say is: Nate is awesome! His system was very straight forward and easy to use. He was super prompt with communication and is an expert in his field. He gave the guidance I needed to get my max refund with minimal time spent on my end. I plan on remaining a client of his for many years to come!
5.0 stars
a month ago
Reviewed by
Meny Espinoza
I was in the market for a new CPA and screened a few different candidates before I pulled the trigger with Nate, and I’m glad i did. He truly understands real estate and will explain how he comes up with the numbers he is presenting. His portal also makes it easy to communicate and store all files.
5.0 stars
a month ago
Reviewed by
APQ Real Estate
I’m so glad I seek out the expertise that Nate has not only in taxes but specialization in real estate as well. He’s understood our situation and has helped us the past couple years through all sorts of other life changes. But having the strategy sessions have helped us feel confident in getting through them. Grateful to have direct, easy communication and trust with Nate!
5.0 stars
a month ago
Reviewed by
Nate Maier
I highly recommend Nate for anyone needing expert assistance with tax preparation, especially those with real estate investment portfolios. He provides quick and accurate responses to specific questions and has been a huge asset over the years!
5.0 stars
5 days ago
Reviewed by
Ricardo Puente
After spending several years dealing with a CPA firm that could not get my returns done correctly I decided to give Nate Meeker my business for my 2024 return. I have to say the experience was night and day. Nate was extremely organized and responsive to any questions I had and kept me informed every step of the way. I'm finally confident that I have a CPA that truly understands the nuances that come with real estate tax. Highly recommend Nate!
5.0 stars
a week ago
Reviewed by
Chi Zhang
I had the pleasure of working with Nate on my 2024 tax returns and strategy. He is extremely knowledgeable, responsive and always courteous when I had many questions about my return and how to maximize tax savings with different strategies related to real estate. If you are a real estate investor whether seasoned or new, you can’t go wrong with Nate!
5.0 stars
a week ago
Reviewed by
Kay
Nate is absolutely wonderful. Very throughout and attentive to all of our questions and concerns. He uses very efficient programs so we can just do our taxes and business work all on online too. He’s always exceeding our expectations. Glad we found him.
5.0 stars
3 weeks ago
Reviewed by
Ashley Rubens
This was my first year working with Nate, and I have nothing but amazing things to say. He made the process so efficient and streamlined. His expertise in real estate was incredibly helpful for any questions I had and truly made the process stress-free. I’m looking forward to working with him again next year!
5.0 stars
3 weeks ago
Reviewed by
David Kopshever
This was my first year using “The CPA Realtor” and all I can say is: Nate is awesome! His system was very straight forward and easy to use. He was super prompt with communication and is an expert in his field. He gave the guidance I needed to get my max refund with minimal time spent on my end. I plan on remaining a client of his for many years to come!
5.0 stars
a month ago
Reviewed by
Meny Espinoza
I was in the market for a new CPA and screened a few different candidates before I pulled the trigger with Nate, and I’m glad i did. He truly understands real estate and will explain how he comes up with the numbers he is presenting. His portal also makes it easy to communicate and store all files.
5.0 stars
a month ago
Reviewed by
APQ Real Estate
I’m so glad I seek out the expertise that Nate has not only in taxes but specialization in real estate as well. He’s understood our situation and has helped us the past couple years through all sorts of other life changes. But having the strategy sessions have helped us feel confident in getting through them. Grateful to have direct, easy communication and trust with Nate!
5.0 stars
a month ago
Reviewed by
Nate Maier
I highly recommend Nate for anyone needing expert assistance with tax preparation, especially those with real estate investment portfolios. He provides quick and accurate responses to specific questions and has been a huge asset over the years!
