Tax & Financial Services in California

Hiring one accounting expert to take care of all of all of your bookkeeping AND tax needs saves you money and time compared to having a separate bookkeeper vs. tax accountant who don't regularly talk to each other (or doing it all yourself)! I'm a CPA who helps real estate investors track and organize their transactions in a clean and easily understandable format. I can also take care of bill payments, 1099's, payroll, financial reporting, and more! I also do annual tax filings exclusiv... view more

TRIPLE EXPERTISE - CPA, Mortgage and Real Estate Broker Julian provides a UNIQUE Holistic solution: Combines tax strategy and planning, mortgage and real estate knowledge for the best integrated decision-making. Real Estate Tax Strategies: Specializes in maximizing deductions and navigating investor-specific tax benefits (strategically using cost seg, REPS, Short-term loophole and more.) Seamless 1031 Exchanges: Ensures smooth execution of tax-deferred transactions. Tailored Financ... view more

At Money On The Mend, we specialize in providing expert bookkeeping services to real estate investors, ensuring financial clarity and growth. As real estate investors ourselves, we understand the unique challenges of managing STRs, LTRs, flips, wholesales, and multifamily properties. Our deep expertise comes from 15+ years in finance and operations, combined with hands-on real estate investing experience. We empower investors with streamlined processes, accurate reporting, and actionable i... view more

Anderson Advisors is the one-stop shop for business owners and investors for your tax planning, tax preparation, and bookkeeping needs. We go beyond just filing your taxes – we structure your business in a way that minimizes your tax burden and protects your hard-earned assets. Our team of tax professionals and attorneys, many of whom are real estate investors themselves, will develop personalized strategies to help you grow your wealth and achieve your financial goals. With tax planning and ... view more

Tavola Group specializes in tailored tax planning strategies designed to maximize savings and financial efficiency for business owners, real estate professionals, and investors. With expert guidance, we help you navigate complex tax laws, protect your wealth, and achieve your financial goals. view more

24Acres is a boutique wealth management and tax planning firm specializing in working with high-net-worth individuals and families who own investment real estate alongside other assets. We provide fully integrated, fiduciary advice that brings together investment management, tax strategy, estate planning, insurance, and real estate advisory—all under one roof. Our goal is to simplify complexity, optimize after-tax outcomes, and help our clients make confident, informed decisions with their en... view more

We are real estate investors helping real estate investors. We speak your language because we are the same as you. We help real estate investors stay on top of their books, minimize taxes, and keep more of what they earn through smart planning and strategy. Whether you're just starting out or scaling up, we've got the numbers side of your business covered. view more

Real estate investors earning $250K+ are overpaying $30K–$100K in taxes annually. Not because the strategies don't exist, but because no one is executing them proactively. At Horizon Wealth & Tax Advisors, we go far beyond tax prep. We build and implement advanced tax strategies (cost segregation, STR material participation, REPS qualification, bonus depreciation, and entity structuring) designed to create real, measurable savings and help you reinvest that capital into more deals and fast... view more

Hostvisors specializes in advisory, accounting, bookkeeping, and software automations, including AI workflow services. view more

Vestora helps landlords, real estate investors, and property managers take control of their finances by putting bookkeeping on autopilot. Designed specifically for the unique needs of rental property owners, Vestora integrates seamlessly with Baselane (The Official Banking Partner of BiggerPockets) to track income, expenses, and deductions with accuracy and ease. With tailored service tiers ranging from guided setup for beginners to full-service bookkeeping and advisory support for seasoned i... view more