San Diego CPA search

San Diego CPA search

Rental Property Investor · Member since 2020 · 5 posts · 1 vote

I've been listening to BP Podcast and buying the books for years, now I'm officially posting on the forums. Felling like I'm in the big leagues here! I have been using Corporate Direct to set up my LLCs and was using my usual CPA for the past 10 years but she didn't have specific RE experience. I now have a handful of SFHs and want to have someone look over my entity structure and have someone with RE experience prepare my taxes. I started with Anderson but they are really big and it's hard to talk to the same person twice.

My question: Does anyone know of a firm or person here in SD I can look in the eye for bookkeeping/CPA tax prep and also to help review my entities to be sure everything is set up correctly?

Many thanks!

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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 · 979 votes
    5y

    Joseph, 

    I recommend finding an accountant that specializes in real estate taxation over one that is local.  You may want to consider working with your accountant remotely to expand your options.

    I would also recommend looking for a tax strategist who is willing to work with you throughout the year, not just when preparing your tax return. You want an accountant that can help you strategize and who is responsive when you want to know the tax consequences of the decisions you are making throughout the year.

    Good luck and let me know if I can be of assistance.

    Hampton Tax and Financial Services LLC4.7106 Reviews
  • Michael PlaksPro Member
    Tax Accountant / Enrolled Agent · Houston, TX · Member since 2014 · 5k+ posts · 6k+ votes
    5y

    @Joseph Aquilina

    Reach out to @Brian Schmelzlen.

    That said, being local is not really necessary these days. This forum features 20+ tax accountants specializing in real estate, all of us working remotely and nationwide.

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