Recommendation for a Tax Planner in the SF Bay Area

2 Replies

Hi All,

Can anyone recommend a great tax planner/tax preparer who understands rental property, 1031 exchanges, etc as well as general overall tax knowledge?

A South Bay/Peninsula referral would be the best.


Hi Ryan, 

No, I did not.   I am using someone local who can answer specific questions and file my return, but certainly not forward looking real estate tax strategy.  I do research and then ask the questions.

Good luck and let me know if you find a forward looking real estate tax specialist.