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Tax, SDIRAs & Cost Segregation

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Lor Fara
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Need CPA referral San Francisco area

Lor Fara
Pro Member
Posted Feb 26 2024, 18:53

I’m looking for a CPA to do my last year taxes as they got complicated.  Someone who can be a tax advisor re: real estate investments too. 
there was a firm on one of David Greene’s podcast episodes but I can’t find it for the life of me.   Thanks! 

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Michael Plaks
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#1 Tax, SDIRAs & Cost Segregation Contributor
  • Tax Accountant / Enrolled Agent
  • Houston, TX
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Michael Plaks
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#1 Tax, SDIRAs & Cost Segregation Contributor
  • Tax Accountant / Enrolled Agent
  • Houston, TX
Replied Feb 26 2024, 18:57


@Lor Fara

try to reach out to @Jana Cain

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Lor Fara
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Lor Fara
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Replied Feb 26 2024, 19:15

Will do, thanks! 

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Nate Meeker
Tax & Financial Services
  • Real Estate CPA | California
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Nate Meeker
Tax & Financial Services
  • Real Estate CPA | California
Replied Feb 26 2024, 21:13

@Lor Fara are you flexible on the location of your CPA? Just some advice, that you will be much more likely to find a quality CPA who is knowledge in REI by looking for one who offers remote services.

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Lor Fara
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Lor Fara
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Replied Feb 26 2024, 21:20

I am.  I’m realizing location doesn’t matter as long as they know CA taxes.  

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Michael Plaks
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#1 Tax, SDIRAs & Cost Segregation Contributor
  • Tax Accountant / Enrolled Agent
  • Houston, TX
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Michael Plaks
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#1 Tax, SDIRAs & Cost Segregation Contributor
  • Tax Accountant / Enrolled Agent
  • Houston, TX
Replied Feb 26 2024, 21:26
Quote from @Lor Fara:

I am.  I’m realizing location doesn’t matter as long as they know CA taxes.  


 Then you have 20+ of us on this forum to choose from. We all work nationwide.

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Kelly O'Keefe
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  • Accountant
  • North Carolina
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Kelly O'Keefe
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  • Accountant
  • North Carolina
Replied Feb 27 2024, 05:19

@Lor Fara when you say last years taxes, do you mean 2022?

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Zachary Jensen
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#5 Tax, SDIRAs & Cost Segregation Contributor
  • Accountant
  • San Diego, CA
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Zachary Jensen
Tax & Financial Services
#5 Tax, SDIRAs & Cost Segregation Contributor
  • Accountant
  • San Diego, CA
Replied Feb 27 2024, 07:10

Hey @Lor Fara

Given we are accountants, we cannot promote our services on BP as its against the rules.

To help in your search:

be sure to find an accountant who is willing to grow with you, and is not too high priced fee-wise. Not too low either, you don't want to go with someone who is just focused on price as this is a quality of a not-so-great accountant. Accountants are in such demand, that the best are not even accepting clients half the time.

The other problem I see often with accountants on here is that they specialize in larger investors, and have really high prices when you as a smaller investor do not need all the bells and whistles.

Another thing I see is folks thinking they need to have a tax professional in their state. We as a firm have investors working with us who have rental properties all over the US big and small.

Finding a real estate-focused tax professional and one who can help with advisory and grow with you would be my suggestion to focus your efforts on finding. Best of luck in your search!

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Ahad Ali
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  • CPA/Investor
  • Bronx, NY
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Ahad Ali
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  • CPA/Investor
  • Bronx, NY
Replied Feb 27 2024, 13:41
Quote from @Lor Fara:

I’m looking for a CPA to do my last year taxes as they got complicated.  Someone who can be a tax advisor re: real estate investments too. 
there was a firm on one of David Greene’s podcast episodes but I can’t find it for the life of me.   Thanks! 


 Hi Lor, there are many CPA's on this platform you can choose from. You don't necessarily have to pick someone in your local area. There are plenty of great remote CPAs. We do remote service in all 50 states. We would love to connect if you're interested. 

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Randall Tannen
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Randall Tannen
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  • Accountant
  • New York
Replied Feb 29 2024, 05:05

@Lor Fara As others have mentioned, there are a number of competent tax professionals commenting on the forums here. Pick a few and message them to see who will work best with you. Good luck!

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Fulton Abraham Sanchez
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  • CPA Miami, FL
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Fulton Abraham Sanchez
Pro Member
  • Accountant
  • CPA Miami, FL
Replied Feb 29 2024, 06:54

@Lor Fara, hi. There are 20+ of active CPAs here in Biggerpockets assisting real estate investors nationwide with their tax preparation and strategies. Feel free to reach out with your inquiries and set up a call to see if he/she is a good fit. 

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