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Updated almost 7 years ago on . Most recent reply

User Stats

108
Posts
15
Votes
Jeff L.
  • Investor
  • Pope Valley, CA
15
Votes |
108
Posts

Looking for CPA in Socal (Irvine, Lake Forest, Costa Mesa area)

Jeff L.
  • Investor
  • Pope Valley, CA
Posted

My situation is pretty simple (for a real estate investor):

  • Regular W2 from day job
  • Misc interest
  • A few dividends from stocks
  • I sold 9 rentals in August in a single transaction

I'm very organized and have all income, categorized expenses, and tax deductible items broken down by property in a spreadsheet. Will also provide all supporting documents in PDFs. I'm the dream client to work with.

Willing to work with an online CPA (as I've done in years past), or a local one here in Orange County. Please give me some recommendations.

Thank you!

Most Popular Reply

User Stats

17,844
Posts
6,234
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Dmitriy Fomichenko
#1 New Member Introductions Contributor
  • Solo 401k Expert
  • Anaheim Hills, CA
6,234
Votes |
17,844
Posts
Dmitriy Fomichenko
#1 New Member Introductions Contributor
  • Solo 401k Expert
  • Anaheim Hills, CA
Replied

I second @Amanda Han, she is excellent! 

You can also try @Logan Allec.

  • Dmitriy Fomichenko
  • (949) 228-9393
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Sense Financial Services LLC
4.9 stars
166 Reviews

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