Business Page
RealtyFi Inc
Lender
5.0 stars
80 Reviews
Markets served
California
Washington
California
About us
SERIOUS INQUIRIES ONLY! If you only have general questions and you are not ready to be pre-approved please use the forums. I appreciate your understanding. TRIPLE EXPERTISE I UNMATCHED VALUE: Mortgage Broker, CPA, and Real Estate Broker 20+ Years Experience | Creative Financing | Tax-Smart Strategies Looking for more than just a loan officer? I bring you the combined expertise of a Mortgage Broker, Certified Public Accountant, and Real Estate Broker — a rare trio that gives you a powerful edge in real estate investing. With over 20 years in mortgage lending (wholesale and retail), deep knowledge of real estate tax strategies as a CPA, and 10+ years as a licensed Real Estate Broker, I help investors not only secure the best financing for their deals, but also maximize after-tax returns. Whether you're funding your first rental or scaling a portfolio, I’ll help you structure deals that make sense both financially and strategically. I go beyond rates — I deliver insight. Don’t just take my word for it — check out my Google reviews and my CPA profile here on BiggerPockets to see what others are saying.
Specialties
Conventional & Gov.
Refinance (investment)
Conventional Rental Loan
Conventional Loan
Refinance (primary home)
FHA
Hard/Private/Non-QM
DSCR (long-term rental)
DSCR (short-term rental)
Balance Sheet Loan
Foreign National Loan
Refinance (investment)
Reviews (80)
5.0 stars
80 Reviews
5.0 stars
80 Reviews
0.0 star
0 Reviews
5.0 stars
3 weeks ago
Reviewed by
Dimitry S
I’ve been working with Julian since the spring, and switching to him after using a different CPA for my S-Corp was one of the best decisions I’ve made. He brought clear guidance on how my distributions and payments should be structured, and his bookkeeping services have been incredibly helpful and reliable.
He also reviewed my prior year’s taxes, found areas where shortcuts had been taken, and prepared an addendum that significantly increased my refund. I’m genuinely thrilled that I made the switch to Julian.
5.0 stars
a month ago
Reviewed by
Prithvi Dhelia
Julian is very thorough and responsive. He took time to understand my tax situation and is detail oriented.
In addition to tax preparation and book keeping services, he also offers consultation to discuss various tax strategies based on the situation to help optimize tax savings.
Highly recommend!
5.0 stars
a month ago
Reviewed by
Peter Koverda
Julian was very knowledgeable, with an eye for simplicity. He quickly understood my scenario and guided me through something I've spent days researching in a matter of minutes!
I've got a great deal of confidence in him, and would not hesitate to reach out to him in the future.
5.0 stars
2 months ago
Reviewed by
Sarah Messali
Just finished my full tax planning consultation with Julian. He provided great ideas about legal and by the book tax saving strategies that I wasn’t already aware of. I’m excited to make some changes and save some money in my business!
5.0 stars
2 months ago
Reviewed by
andrew narsi
I started working with Julian this year after using a prior CPA for 10+ years, and I can confidently say that he’s one of the sharpest tax professionals out there. Extremely knowledgeable, proactive, and strategic. He doesn’t just file taxes, he help’s you plan ahead. I was looking for a CPA that was well versed in real estate investing, cost segregation’s, etc. and he did not disappoint. I Highly recommend him to anyone who wants a true partner in tax strategy and financial growth. I’ll leave it here - We all know most CPAs are hardly ever available when you need them. Julian was the complete opposite and almost immediately responded to every question I had for him. Hire him without hesitation.
5.0 stars
3 months ago
Reviewed by
Durham 401
I called Julian when the accountant I was using wasn't working out, and Julian was immediately helpful even though I wasn't his client. The next year, I hired him to do my taxes. I like that he's both a CPA and a mortgage broker. He really goes above and beyond. He is extremely patient, very knowledgable, and will tell you when it doesn't make sense for you to pay him for something you think you need when it's not actually going to benefit you. He saved me a lot of money in taxes and made the process much less painful than it has ever been. Thanks, Julian!
5.0 stars
3 months ago
Reviewed by
Todd Young
Julian is very knowledgeable about real estate, He helped me not only file my taxes, but with tax planning and creating strategy to save taxes and increase wealth. I highly recommend him.
5.0 stars
10 months ago
Reviewed by
Bart Bagdasaryan
This year, my family and I worked with Julian as our new CPA, and the experience was outstanding. With our complex taxes, we were initially unsure of what to expect, but Julian’s expertise quickly put us at ease.
He patiently explained every detail, answered all our questions, and made complex tax laws easy to understand. His thorough approach ensured everything was handled accurately and efficiently, giving us complete confidence in our filings.
Beyond his professionalism, Julian went above and beyond—always available to address concerns. I highly recommend him to anyone seeking a knowledgeable and dedicated CPA.
5.0 stars
3 weeks ago
Reviewed by
Dimitry S
I’ve been working with Julian since the spring, and switching to him after using a different CPA for my S-Corp was one of the best decisions I’ve made. He brought clear guidance on how my distributions and payments should be structured, and his bookkeeping services have been incredibly helpful and reliable.
He also reviewed my prior year’s taxes, found areas where shortcuts had been taken, and prepared an addendum that significantly increased my refund. I’m genuinely thrilled that I made the switch to Julian.
5.0 stars
a month ago
Reviewed by
Prithvi Dhelia
Julian is very thorough and responsive. He took time to understand my tax situation and is detail oriented.
In addition to tax preparation and book keeping services, he also offers consultation to discuss various tax strategies based on the situation to help optimize tax savings.
Highly recommend!
5.0 stars
a month ago
Reviewed by
Peter Koverda
Julian was very knowledgeable, with an eye for simplicity. He quickly understood my scenario and guided me through something I've spent days researching in a matter of minutes!
I've got a great deal of confidence in him, and would not hesitate to reach out to him in the future.
5.0 stars
2 months ago
Reviewed by
Sarah Messali
Just finished my full tax planning consultation with Julian. He provided great ideas about legal and by the book tax saving strategies that I wasn’t already aware of. I’m excited to make some changes and save some money in my business!
5.0 stars
2 months ago
Reviewed by
andrew narsi
I started working with Julian this year after using a prior CPA for 10+ years, and I can confidently say that he’s one of the sharpest tax professionals out there. Extremely knowledgeable, proactive, and strategic. He doesn’t just file taxes, he help’s you plan ahead. I was looking for a CPA that was well versed in real estate investing, cost segregation’s, etc. and he did not disappoint. I Highly recommend him to anyone who wants a true partner in tax strategy and financial growth. I’ll leave it here - We all know most CPAs are hardly ever available when you need them. Julian was the complete opposite and almost immediately responded to every question I had for him. Hire him without hesitation.
5.0 stars
3 months ago
Reviewed by
Durham 401
I called Julian when the accountant I was using wasn't working out, and Julian was immediately helpful even though I wasn't his client. The next year, I hired him to do my taxes. I like that he's both a CPA and a mortgage broker. He really goes above and beyond. He is extremely patient, very knowledgable, and will tell you when it doesn't make sense for you to pay him for something you think you need when it's not actually going to benefit you. He saved me a lot of money in taxes and made the process much less painful than it has ever been. Thanks, Julian!
5.0 stars
3 months ago
Reviewed by
Todd Young
Julian is very knowledgeable about real estate, He helped me not only file my taxes, but with tax planning and creating strategy to save taxes and increase wealth. I highly recommend him.
5.0 stars
10 months ago
Reviewed by
Bart Bagdasaryan
This year, my family and I worked with Julian as our new CPA, and the experience was outstanding. With our complex taxes, we were initially unsure of what to expect, but Julian’s expertise quickly put us at ease.
He patiently explained every detail, answered all our questions, and made complex tax laws easy to understand. His thorough approach ensured everything was handled accurately and efficiently, giving us complete confidence in our filings.
Beyond his professionalism, Julian went above and beyond—always available to address concerns. I highly recommend him to anyone seeking a knowledgeable and dedicated CPA.
