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Real estate focused CPA in California
Hi all! I’m looking for a real estate focused CPA in California to help me set up a company as I start my real estate journey! Any referrals would be helpful (of course someone who does RE investing themselves is even better)!
@George Iskaros I love working with Igor Ferreira @ Romanazzi & Associates. Check them out! He's a very savvy CPA and active RE investor in Visalia.
-
Lender
- 818 606 8823
- http://www.investorpropertyloan.com
- [email protected]
#1 Tax, SDIRAs & Cost Segregation Contributor
- Tax Accountant / Enrolled Agent
- Houston, TX
- 5,620
- Votes |
- 4,919
- Posts
#1 Tax, SDIRAs & Cost Segregation Contributor
- Tax Accountant / Enrolled Agent
- Houston, TX
Setting up a company should be done by lawyers, not CPAs. @Brian Schmelzlen happens to be both, and so is @Katie L..
Non-lawyer accountants in CA are @Logan Allec and @Jana Cain.
@Alex Bekeza can you please provide his contact info?
#1 New Member Introductions Contributor
- Solo 401k Expert
- Anaheim Hills, CA
- 6,178
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- 17,817
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#1 New Member Introductions Contributor
- Solo 401k Expert
- Anaheim Hills, CA
@George Iskaros, are you open working with someone remotely or you set on having local CPA?
- Sense Financial Services LLC
- (949) 228-9393
- https://www.sensefinancial.com
@Dmitriy Fomichenko I’m actually out on the east coast but want someone in CA
#1 New Member Introductions Contributor
- Solo 401k Expert
- Anaheim Hills, CA
- 6,178
- Votes |
- 17,817
- Posts
#1 New Member Introductions Contributor
- Solo 401k Expert
- Anaheim Hills, CA
PM me and I'll give you a referral.
- Sense Financial Services LLC
- (949) 228-9393
- https://www.sensefinancial.com
I have a great referral! I know it's hard finding the right fit. I switched many times and finally found a good one.
Quote from @Aaron Ohler:
I have a great referral! I know it's hard finding the right fit. I switched many times and finally found a good one.
Hi Aaron,
My wife and I live in Yorba Linda, CA? What is the name of your CPA?
Thanks,
Mike
Thanks Aaron!
#2 Tax, SDIRAs & Cost Segregation Contributor
- Accountant
- San Diego, CA
- 521
- Votes |
- 1,199
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#2 Tax, SDIRAs & Cost Segregation Contributor
- Accountant
- San Diego, CA
Hey @George Iskaros,
Given we are accountants, we cannot promote our services on BP as its against the rules. To help in your search:
be sure to find an accountant who is willing to grow with you, and is not too high priced fee-wise. Not too low either, you don't want to go with someone who is just focused on price as this is a quality of a not-so-great accountant. Accountants are in such demand, that the best are not even accepting clients half the time.
The other problem I see often with accountants on here is that they specialize in larger investors, and have really high prices when you as a smaller investor do not need all the bells and whistles.
Another thing I see is folks thinking they need to have a tax professional in their state. We as a firm have investors working with us who have rental properties all over the US big and small.
Finding a real estate-focused tax professional and one who can help with advisory and grow with you would be my suggestion to focus your efforts on finding. Best of luck in your search!
Quote from @Sean O'Keefe:
Thanks Aaron!