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Updated over 9 years ago on . Most recent reply

User Stats

65
Posts
10
Votes
Matt Kvalheim
  • Accountant
  • Tustin, CA
10
Votes |
65
Posts

Referral for strong Tax Planner/Preparer, Orange County CA

Matt Kvalheim
  • Accountant
  • Tustin, CA
Posted

Hello everyone, I am looking for a new tax preparer.  I have a business with a partner (non real estate related) as well as my own portfolio of rental properties, as well as my wife and my W2 stuff.  So, a lot of stuff going on and my current tax guy just isn't cutting it - he's filling out the tax forms for me, but that's about it.  I would like somebody who I can work with to actively reduce my tax bill and to help me with strategies to maximize the deductions I can take within my business.  

I would love to know who you would recommend in the Orange County, CA area (I live in Tustin) and why.

Thanks.

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