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Updated over 5 years ago on . Most recent reply

User Stats

267
Posts
73
Votes
Joey Budka
  • Real Estate Investor
  • Santa Cruz, CA
73
Votes |
267
Posts

Real Estate Attorney + CPA Referral South Bay Area or Santa Cruz?

Joey Budka
  • Real Estate Investor
  • Santa Cruz, CA
Posted

Can anyone recommend a real estate attorney and CPA in the Bay Area, or more specifically, in the South Bay or Santa Cruz? Ideally someone with deep knowledge in structuring investment partnership/sponsorship entities, as well as tax strategy. Thanks! 

Most Popular Reply

User Stats

32
Posts
33
Votes
Matt Mainini
  • Rental Property Investor
  • Santa Cruz, CA
33
Votes |
32
Posts
Matt Mainini
  • Rental Property Investor
  • Santa Cruz, CA
Replied

I'm looking as well with emphasis on tax strategy.  I live in Santa Cruz and have not found someone yet that can help with structuring and tax strategy.  Most seem to use turbo tax themselves to do your taxes, or something similar.  I'm wondering if "CPA" is the wrong search word for what we're looking for...perhaps "tax strategist"?  

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