Tax Professional that Specializes in Real Estate

[Jonathan Kang]

Hi all.

I’m planning on doing a 1031 exchange where I sell a rental property in CA and purchase one in Oregon or Washington (Portland or Vancouver). At the same time, if someone can also do my normal (W-2) taxes along with that, it’d be awesome to establish a relationship.

I’m looking for someone to give guidance on tax implications of investment decisions as well as handle the bulk of the work for preparing yearly taxes. Please reach out via DM and we can chat. I’m located in San Diego but are willing to work with anyone familiar with CA and Oregon/Washington laws.

[William Sing]

Hey @Jonathan Kang! I recommend using Toija Beutler (https://www.firstexchange.com/) to help out with the 1031 exchange since there are a lot of moving parts to it. She is really knowledgeable about this kind of stuff. I'm not sure if she does much on the side of the regular taxes. 

For the CPA, I'd talk with Jon - https://www.latscpa.com/

If you want to connect further, let me know!