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 @Julie Shepard - I too am from the South Bay. Did you happen to get any recommendations regarding this?
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.