CPA Recommendation for SF Bay Area Family Business

1 Reply

Hi Friends,

I live in Bay Area.  I work in tech company and my wife does RE investment (flip and rentals).  We have a few multi family in SF bay Area and are in the process of doing a few flips with few partners in SF Bay Area. I also have good W2 income and my wife is also planning on becoming a RE professional this year for tax benefits. I am looking for someone to discuss our financial planning with for maximizing short and long term tax benefits and also for filing taxes and bookkeeping.  Remote CPAs with good experience will also work for us just fine.  Will appreciate any recommendations.



I recommend finding an accountant that specializes in real estate taxation over one that is local. You may want to consider working with your accountant remotely to expand your options.

I would also recommend looking for a tax strategist who is willing to work with you throughout the year, not just when preparing your tax return. You want an accountant that can help you strategize and who is responsive when you want to know the tax consequences of the decisions you are making throughout the year.

Good luck and let me know if I can be of assistance.

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