Seeking an RE Accountant in SF East Bay

Tax, SDIRAs & Cost Segregation
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Seeking an RE Accountant in SF East Bay

Mary Ann Casey
Lafayette, CA · Member since 2013 · 91 posts · 45 votes

I'm wondering if anyone can recommend a good accountant in the Contra Costa county of California (San Francisco East Bay area - e.g., Walnut Creek, Concord, Martinez, Lafayette areas).  It will be helpful if the person is also familiar with 1031 Exchange rules.  

Thanks, BP Community! 

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Dan Taifer
Investor · Walnut Creek, CA · Member since 2015 · 9 posts · 2 votes
10y
Hi Mary Anne- I use Garson Soe in Walnut Creek. He is both a CPA and lawyer. I don't know his familiarity with 1031 exchanges though. Dan
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  • Dan Taifer
    Investor · Walnut Creek, CA · Member since 2015 · 9 posts · 2 votes
    10y
    Hi Mary Anne- I use Garson Soe in Walnut Creek. He is both a CPA and lawyer. I don't know his familiarity with 1031 exchanges though. Dan
    1Reply
  • Mary Ann Casey
    OP
    Lafayette, CA · Member since 2013 · 91 posts · 45 votes
    10y

    Thanks Dan!

    0Reply
  • Tony Rishell
    Martinez, CA · Member since 2016 · 18 posts · 5 votes
    10y
    I recommend Kyle Berg at Buckley Patchen Riemann and Hall in WC. They are on the corner of Treat and Main Street, above US Bank.
    1Reply
  • Mary Ann Casey
    OP
    Lafayette, CA · Member since 2013 · 91 posts · 45 votes
    9y

    Thanks, Tony!

    0Reply
  • Ryan Landis
    Residential Real Estate Broker · San Mateo, CA · Member since 2013 · 585 posts · 264 votes
    9y

    @Mary Ann Casey I use @Brandon Hall as my accountant. He is not local, but he is a genius when it comes to real estate. He is very familiar with 1031 exchange rules and works exclusively with RE clients.

    1Reply
  • Mary Ann Casey
    OP
    Lafayette, CA · Member since 2013 · 91 posts · 45 votes
    9y

    Thanks, Ryan! I'm a little concerned about the distance (across country). Would prefer someone local whom I can visit in person.

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