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Updated almost 4 years ago on . Most recent reply

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Bryan Xie
  • Rental Property Investor
  • San Francisco, CA
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Tax advisor in CA or TX?

Bryan Xie
  • Rental Property Investor
  • San Francisco, CA
Posted

Based in CA, just starting out in REI. About to purchase first investment property (SFH) in TX. Looking for good tax advisor specialized in REI after reading Tax strategies and Advanced Tax strategies by Amanda Han:). Any limitation in terms of Advisor's location? CA or TX? Assuming Federal tax, probably there isn't much difference, the location probably is more related to state income tax planning.

Also, wonder if there are any online meetups for Northern Cal REI? Looking to get connected with like-minded people. Thank you all for recommendations!

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Michael Plaks
#1 Tax, SDIRAs & Cost Segregation Contributor
  • Tax Accountant / Enrolled Agent
  • Houston, TX
5,988
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Michael Plaks
#1 Tax, SDIRAs & Cost Segregation Contributor
  • Tax Accountant / Enrolled Agent
  • Houston, TX
Replied

@Bryan Xie

This is the SF forum where you can ask about local meetups: https://www.biggerpockets.com/...

Accountant's location is not critical these days. There's 20+ accountants on this forum, we all work nationwide.

  • Michael Plaks
  • Loading replies...