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Updated almost 2 years ago on . Most recent reply

User Stats

52
Posts
33
Votes
Drea Na
  • Accountant
  • Riverside, CA
33
Votes |
52
Posts

Looking for a tax strategist!

Drea Na
  • Accountant
  • Riverside, CA
Posted

Hi BPer's 

I bought a single family investiment property in Texas last year - currently my son is living in it (paying the mortgage) and now I'm back in California. I'd like to invest in another property here but I need to get my finances in order first. I've had the same tax guy for years but he retired last year (just when things were getting good lol) and now I really want to connect with someone who can not only do my taxes but tell me best how to move forward in real estate investing. 

Any referrals are welcome. And if anyone has any suggestions on questions I should ask a tax strategist those are welcome as well! 

Thank you in advance for your time and advice ;)

Signed,

Trying to get off the struggle bus

Most Popular Reply

User Stats

528
Posts
247
Votes
Nate Meeker
  • Real Estate CPA | California
247
Votes |
528
Posts
Nate Meeker
  • Real Estate CPA | California
Replied

@Drea Na Hey neighbor! I'm in Temecula, just did a seller finance deal for a client in Hemet. Let's talk sometime. 

  • Nate Meeker
business profile image
The CPA Realtor
5.0 stars
57 Reviews

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