CPA and Tax Preparer in San Francisco

CPA and Tax Preparer in San Francisco

San Francisco, CA · Member since 2016 · 38 posts · 16 votes

Hi there,

Anyone have a recommendation for a great CPA and Tax Preparer in San Francisco? We're looking for someone who understands real estate (we only have one property but are looking to purchase a second one soon). Additionally, we have a few "side hustles" which net us around $20-30k/year, in addition to our W-2 salaries. So, someone who can do more than just the basics.

Thank you!

Melissa

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  • Lance LvovskyPro Member
    Accountant · Fort Lauderdale, FL · Member since 2013 · 1k+ posts · 753 votes
    9y
    You will have a wider and better selection of CPAs if you expand the scope of your search to outside your local area. With that being said, you need to do what you are most comfortable. If set on a local CPA, I recommend speaking with other investors and see if you can get a referral to a great CPA who also invests in real estate.
  • San Francisco, CA · Member since 2016 · 38 posts · 16 votes
    9y

    @Lance Lvovsky - I think I'd like someone to meet with in person. Is that atypical? San Francisco must have a ton of CPAs who would meet my needs, I imagine? Yes, trying to hear from other investors by posting here (and elsewhere). ; ) 

    Hoping this comment bumps this post up for more views.

  • Rental Property Investor · San Francisco, CA · Member since 2016 · 85 posts · 31 votes
    9y

    Does it have to be in San Francisco? I have one but she's in Santa Clara and knows plenty about RE. PM me if you want her info. 

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