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Tax, SDIRAs & Cost Segregation

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Paulo B.
  • San Diego, CA
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Accountant recommendations to maximize REI benefits?

Paulo B.
  • San Diego, CA
Posted Mar 24 2023, 09:38

Hello!

I've recently learned that my current accountant missed a CA form in my filings. With this in mind, I feel like they might not be as good as I thought they are and am worried that I am not getting the maximum benefits on this aspect (REI) of my finances. Any tried and tested local recommendations? TIA!

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Bryan Martin
Tax & Financial Services
Pro Member
  • Accountant
  • Springfield, IL
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170
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Bryan Martin
Tax & Financial Services
Pro Member
  • Accountant
  • Springfield, IL
Replied Mar 24 2023, 21:22
Quote from @Paulo B.:

Hello!

I've recently learned that my current accountant missed a CA form in my filings. With this in mind, I feel like they might not be as good as I thought they are and am worried that I am not getting the maximum benefits on this aspect (REI) of my finances. Any tried and tested local recommendations? TIA!


BP put together a great directory.  Check it out here: https://www.biggerpockets.com/...

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5
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Paulo B.
  • San Diego, CA
1
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5
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Paulo B.
  • San Diego, CA
Replied Mar 26 2023, 13:16

Thanks, Bryan! I'm still hoping to find someone local though, preferably in the San Diego, California area. 

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188
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Katie Balatbat
  • CPA and Attorney
  • San Diego, attorney
127
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188
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Katie Balatbat
  • CPA and Attorney
  • San Diego, attorney
Replied Apr 7 2023, 16:19

@Paulo B.

I have local referrals if you're still interested.  Shoot me a message if so.