Finding a CPA/Financial Planner in southern california

Tax, SDIRAs & Cost Segregation
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Finding a CPA/Financial Planner in southern california

Jenn A.
Investor · Menifee, CA · Member since 2015 · 25 posts · 15 votes
It seems like finding the needle in a pile of needles, but I'm hunting for a professional CPA who understands real estate and corporate formation, etc. Has anyone had success in this?
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Jo-Ann LapinPro Member
Loan Officer · Tustin, CA · Member since 2015 · 3k+ posts · 713 votes
9y

I have an excellent referral you welcome to pm me

[email protected]
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  • Jo-Ann LapinPro Member
    Loan Officer · Tustin, CA · Member since 2015 · 3k+ posts · 713 votes
    9y

    I have an excellent referral you welcome to pm me

    [email protected]
    1Reply
  • Mitch Stanley
    Real Estate Investor · Portland, OR · Member since 2010 · 104 posts · 30 votes
    9y

    We used Reiss Jackson & Company CPA in Redlands,CA this year Our prior CPA wanted our $$$$ but did not want to be bothered  ( He was in Riverside).

    Good Luck, Mitch 

    1Reply
  • Dmitriy Fomichenko
    Solo 401k Expert · Anaheim Hills, CA · Member since 2012 · 18k+ posts · 6k+ votes
    9y

    @Jenn A.

    talk to @Michael Atias, he and his team are experts in corporate formation. 

    1Reply
  • Christopher Cousin
    Accountant · Houston, TX · Member since 2015 · 87 posts · 33 votes
    9y

    @Jenn A. Consider looking into Kohler & Eyre CPAs for your tax/accounting related needs. Mark Kohler, a partner in the firm, has his own podcast that provides great educational content on tax and legal issues, and they work extensively with entrepreneurs and real estate investors in particular. I wish you the best!

    1Reply
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