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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.
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Lender
- 818 606 8823
- http://www.investorpropertyloan.com
- [email protected]
#1 Tax, SDIRAs & Cost Segregation Contributor
- Tax Accountant / Enrolled Agent
- Houston, TX
- 5,451
- Votes |
- 4,813
- 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
- 6,126
- Votes |
- 17,783
- Posts
#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
- 6,126
- Votes |
- 17,783
- 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
#2 Tax, SDIRAs & Cost Segregation Contributor
- Accountant
- San Diego, CA
- 426
- Votes |
- 947
- Posts
#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!
