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Tax, SDIRAs & Cost Segregation

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Jarred E Doss
  • Investor
  • San Diego, CA
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Can anyone recommend a good CPA in California that understands RE investing

Jarred E Doss
  • Investor
  • San Diego, CA
Posted Feb 26 2023, 15:39

I am just getting started with RE investing and looking for a CPA to help with navigating the tax code (specifically in CA to start, but I intend to invest out of state as well). I want to understand the best way to minimize taxes as I grow my portfolio, and the best way to structure things (specifically regarding taxes). I do plan eventually to form an LLC once I have a few properties for protection, and want to know how that will affect tax filings and overall costs.

Can anyone share a recommendation for who they are currently working with that has provided excellent service?

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Katie Balatbat
  • CPA and Attorney
  • San Diego, attorney
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Katie Balatbat
  • CPA and Attorney
  • San Diego, attorney
Replied Feb 27 2023, 10:18

@Jarred E Doss

I have recommendations in San Diego for CPAs if that's where you're looking.  There are several good CPAs on the forums though, many of whom work across multiple states.