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Tax, SDIRAs & Cost Segregation

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108
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Jeff L.
  • Investor
  • Pope Valley, CA
15
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108
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Looking for CPA in Socal (Irvine, Lake Forest, Costa Mesa area)

Jeff L.
  • Investor
  • Pope Valley, CA
Posted Feb 27 2018, 01:08

My situation is pretty simple (for a real estate investor):

  • Regular W2 from day job
  • Misc interest
  • A few dividends from stocks
  • I sold 9 rentals in August in a single transaction

I'm very organized and have all income, categorized expenses, and tax deductible items broken down by property in a spreadsheet. Will also provide all supporting documents in PDFs. I'm the dream client to work with.

Willing to work with an online CPA (as I've done in years past), or a local one here in Orange County. Please give me some recommendations.

Thank you!

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