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All Forum Posts by: Dee Kay

Dee Kay has started 1 posts and replied 4 times.

Tax, SDIRAs & Cost Segregation

Post: Ask me (a CPA) anything about taxes relating to real estate

Dee KayPosted
  • Posts 4
  • Votes 0
Originally posted by @Nicholas Aiola:

@Dee Kay You'd have to be able to substantiate the deduction of the Mello-Roos taxes as per IRS Information Letter 2012-0018 and Reg. 1.164-4(a).

Unfortunately, I don't have any recommendations for anyone that specific zip code - local real estate meetups are a great way to network and find referrals for local professionals. If you're open to working remotely, there are a number of us tax pros here on BP who work virtually across all states.

thanks for the response.  can you give me some examples of this?  this is not my field of expertise.  i appreciate it !@
0 Votes
California Real Estate Q&A Discussion Forum

Post: mello - roos , california

Dee KayPosted
  • Posts 4
  • Votes 0

i am asking because i've "googled" this to be a NON-tax deductible tax? 

0 Votes
Tax, SDIRAs & Cost Segregation

Post: Ask me (a CPA) anything about taxes relating to real estate

Dee KayPosted
  • Posts 4
  • Votes 0

what do you know about the mello - roos (california) and is this tax deductible?  also, can you recommend a CPA in 95688.  thanks~!

0 Votes
California Real Estate Q&A Discussion Forum

Post: mello - roos , california

Dee KayPosted
  • Posts 4
  • Votes 0

i purchased a new build... just wondering if anybody here has any creative ideas on how to document this on my tax refund/return, write it off, deduct it, etc... thanks in advance.

0 Votes