Looking for a Real Estate Investing minded CPA

Tax, SDIRAs & Cost Segregation
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Looking for a Real Estate Investing minded CPA

Kevin Larson
Petaluma, CA · Member since 2018 · 10 posts · 4 votes

I am located in California and have investment properties located in the midwest.  Until recently I have had a simple W2 and was able to file taxes thru Turbo Tax.  I have started to outgrow Turbo Tax and as I grow my portfolio of rental properties I am in search of a CPA that will not only help maximize my return but also give strategic advice in my investing to help maximize my return.  Any referalls from my fellow investors would be greatly appreciated.  Happy investing!

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  • Katie L.
    Attorney and CPA · San Diego, CA · Member since 2017 · 590 posts · 422 votes
    7y

    @Kevin Larson

    If you’re willing to work remotely, I have several names for you in Southern California, mostly San Diego.

    *this post does not create an attorney client or cpa client relationship. Readers are advised to seek professional advice.

    0Reply
  • Michael PlaksPro Member
    Tax Accountant / Enrolled Agent · Houston, TX · Member since 2014 · 5k+ posts · 6k+ votes
    7y

    @Kevin Larson

    If you want a local accountant - reach out to @Jana Cain in Richmond and @Matt Ward in Walnut Creek.

    If you're fine with a remote relationship - there're 20+ real estate expert accountants on this forum, and most of us work nationwide.

    0Reply
  • Kevin Larson
    OP
    Petaluma, CA · Member since 2018 · 10 posts · 4 votes
    7y

    Thank you for the referrals @Michael Plaks I will look into them.  @Katie L. If I can't connect with a CPA locally I will get ahold of you for your contacts in San Diego.  Thank you!

    0Reply
  • Dave DeMarinis
    Lender · Santa Rosa, CA · Member since 2017 · 283 posts · 255 votes
    7y

    Brandon Hall and the Real Estate CPA is a huge Bigger Pockets contributor and definitely worth considering. The whole firm is focused on real estate taxes, very creative and all investors themselves. The firm is set up to be remote. @Brandon Hall

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  • Kevin Larson
    OP
    Petaluma, CA · Member since 2018 · 10 posts · 4 votes
    7y

    Thanks @Dave DeMarinis I will definitely give Brandon a call.

    0Reply
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