Hello BP community!
Does anyone have a referral for a CPA? We are based in California but our investment is in Chicago. Not sure if that matters in terms of finding a local / non-local CPA.
Thank you in advance for your recommendations!
Are you comfortable working with your accountant remotely? If so you open yourself up to a larger pool of candidates. There are 20+ accountants that specialize in real estate taxation on this site. Reach out to a few and see who you connect with.
Where in California? I know a bunch in Southern California, mostly San Diego, if you're interested. Since CA taxes its residents on all their income, you likely want either someone based in CA or familiar with CA laws. You will likely only need to file a nonresident return in IL, which isn't too complicated.
*This post does not create an attorney-client or CPA-client relationship. The information contained in this post is not to be relied upon. Readers are advised to seek professional advice.
@Katie Lepore Any recommendations in Los Angeles?
Following! In the Bay Area and also looking for a REI-friendly CPA.
@Katie Lepore we are in San Francisco Bay Area!
@Matt Ward is my guy on all tax related services and questions!! Hopefully he's not too busy to take on new clients =)
@Shirlin Yiu , I use and recommend Provision, owned by Tom Wheelwright. They are not cheap, but they produce results.
I’m also looking for a real estate friendly CPA that knows his/her stuff and has the time to answer questions! I’m in the north Orange County/South LA area.