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User Stats

11
Posts
2
Votes
George Iskaros
2
Votes |
11
Posts

Real estate focused CPA in California

George Iskaros
Posted

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)!

User Stats

2,206
Posts
1,241
Votes
Alex Bekeza
Lender
  • Lender
  • Los Angeles, CA
1,241
Votes |
2,206
Posts
Alex Bekeza
Lender
  • Lender
  • Los Angeles, CA
Replied

@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. 

User Stats

4,969
Posts
5,722
Votes
Michael Plaks
Pro Member
#1 Tax, SDIRAs & Cost Segregation Contributor
  • Tax Accountant / Enrolled Agent
  • Houston, TX
5,722
Votes |
4,969
Posts
Michael Plaks
Pro Member
#1 Tax, SDIRAs & Cost Segregation Contributor
  • Tax Accountant / Enrolled Agent
  • Houston, TX
Replied

@George Iskaros

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

  • Michael Plaks
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    User Stats

    11
    Posts
    2
    Votes
    George Iskaros
    2
    Votes |
    11
    Posts
    George Iskaros
    Replied

    @Alex Bekeza can you please provide his contact info?

    User Stats

    17,820
    Posts
    6,189
    Votes
    Dmitriy Fomichenko
    Tax & Financial Services
    Pro Member
    #1 New Member Introductions Contributor
    • Solo 401k Expert
    • Anaheim Hills, CA
    6,189
    Votes |
    17,820
    Posts
    Dmitriy Fomichenko
    Tax & Financial Services
    Pro Member
    #1 New Member Introductions Contributor
    • Solo 401k Expert
    • Anaheim Hills, CA
    Replied

    @George Iskaros, are you open working with someone remotely or you set on having local CPA? 

    User Stats

    11
    Posts
    2
    Votes
    George Iskaros
    2
    Votes |
    11
    Posts
    George Iskaros
    Replied

    @Dmitriy Fomichenko I’m actually out on the east coast but want someone in CA

    User Stats

    17,820
    Posts
    6,189
    Votes
    Dmitriy Fomichenko
    Tax & Financial Services
    Pro Member
    #1 New Member Introductions Contributor
    • Solo 401k Expert
    • Anaheim Hills, CA
    6,189
    Votes |
    17,820
    Posts
    Dmitriy Fomichenko
    Tax & Financial Services
    Pro Member
    #1 New Member Introductions Contributor
    • Solo 401k Expert
    • Anaheim Hills, CA
    Replied

    @George Iskaros 

    PM me and I'll give you a referral. 

    User Stats

    10
    Posts
    8
    Votes
    Aaron Ohler
    • Architect
    • San Diego, CA
    8
    Votes |
    10
    Posts
    Aaron Ohler
    • Architect
    • San Diego, CA
    Replied

    I have a great referral! I know it's hard finding the right fit. I switched many times and finally found a good one.

    User Stats

    6
    Posts
    2
    Votes
    Mike Crook
    • Investor
    • California
    2
    Votes |
    6
    Posts
    Mike Crook
    • Investor
    • California
    Replied
    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

    User Stats

    978
    Posts
    610
    Votes
    Sean O'Keefe
    Pro Member
    #2 Tax, SDIRAs & Cost Segregation Contributor
    • CPA | Accepting new clients | California
    610
    Votes |
    978
    Posts
    Sean O'Keefe
    Pro Member
    #2 Tax, SDIRAs & Cost Segregation Contributor
    • CPA | Accepting new clients | California
    Replied

    Thanks Aaron!

  • Sean O'Keefe
  • [email protected]
  • txt 6282410888
  • Account Closed
    • Accountant
    • San Diego, CA
    550
    Votes |
    1,250
    Posts
    Account Closed
    • Accountant
    • San Diego, CA
    Replied

    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!

    User Stats

    978
    Posts
    610
    Votes
    Sean O'Keefe
    Pro Member
    #2 Tax, SDIRAs & Cost Segregation Contributor
    • CPA | Accepting new clients | California
    610
    Votes |
    978
    Posts
    Sean O'Keefe
    Pro Member
    #2 Tax, SDIRAs & Cost Segregation Contributor
    • CPA | Accepting new clients | California
    Replied
    Quote from @Sean O'Keefe:

    Thanks Aaron!


  • Sean O'Keefe
  • [email protected]
  • txt 6282410888