Looking for CPA for our real estate investments

Member since 2019 · 5 posts · 0 votes

Hello BP community!

Does anyone have a referral for a CPA? We are based in California but our investment is in Chicago. Not sure if that matters in terms of finding a local / non-local CPA.

Thank you in advance for your recommendations!

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Jason Hsiao

Investor · Pasadena, CA · Member since 2015 · 269 posts · 189 votes

@Matt Ward is my guy on all tax related services and questions!! Hopefully he's not too busy to take on new clients =)

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Bill HamptonBusiness Member
Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 977 votes
6y
@Shirlin Yiu
Are you comfortable working with your accountant remotely? If so you open yourself up to a larger pool of candidates. There are 20+ accountants that specialize in real estate taxation on this site. Reach out to a few and see who you connect with.
Good luck
404-482-3170
Hampton Tax and Financial Services LLC4.7106 Reviews
Website View Page
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Bill HamptonBusiness Member
Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 977 votes
6y

404-482-3170
Hampton Tax and Financial Services LLC4.7106 Reviews
Website View Page
0 Reply
Katie L.
Attorney and CPA · San Diego, CA · Member since 2017 · 590 posts · 422 votes
6y
@Shirlin Yiu
Where in California? I know a bunch in Southern California, mostly San Diego, if you're interested. Since CA taxes its residents on all their income, you likely want either someone based in CA or familiar with CA laws. You will likely only need to file a nonresident return in IL, which isn't too complicated.
*This post does not create an attorney-client or CPA-client relationship. The information contained in this post is not to be relied upon. Readers are advised to seek professional advice.
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Donovan Batiste
Member since 2019 · 5 posts · 0 votes
6y
@Katie L. Any recommendations in Los Angeles?
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Michael PlaksPro Member
Tax Accountant / Enrolled Agent · Houston, TX · Member since 2014 · 5k+ posts · 6k+ votes
6y
Originally posted by @Donovan Batiste:
@Katie L. Any recommendations in Los Angeles?

Yes. Avoid the Skid Row.

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Ayla Quesada
Martinez, CA · Member since 2018 · 5 posts · 7 votes
6y
Following! In the Bay Area and also looking for a REI-friendly CPA.
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Shirlin Yiu
OP
Member since 2019 · 5 posts · 0 votes
6y
@Katie Lepore we are in San Francisco Bay Area!
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Katie L.
Attorney and CPA · San Diego, CA · Member since 2017 · 590 posts · 422 votes
6y
@Donovan Batiste @Shirlin Yiu
My network extends as far north as Newport Beach! Nothing LA and further at the moment.
*this post does not create an attorney-client or CPA-client relationship. Readers are advised to seek professional advice.
1 Reply
Jason Hsiao
Investor · Pasadena, CA · Member since 2015 · 269 posts · 189 votes
6y
@Matt Ward is my guy on all tax related services and questions!! Hopefully he's not too busy to take on new clients =)
3 Reply
Christopher Toth
Rental Property Investor · Denville, NJ · Member since 2017 · 107 posts · 54 votes
6y
@Shirlin Yiu, I use and recommend Provision, owned by Tom Wheelwright. They are not cheap, but they produce results.
1 Reply
Sinavy Sao
Member since 2019 · 7 posts · 5 votes
6y
@Katie Lepore
I’m also looking for a real estate friendly CPA that knows his/her stuff and has the time to answer questions! I’m in the north Orange County/South LA area.
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