Looking for CPA/ Tax Preparer in San Francisco

Tax, SDIRAs & Cost Segregation
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Looking for CPA/ Tax Preparer in San Francisco

Caitlin Nolan
Real Estate Agent · San Francisco, CA · Member since 2014 · 2 posts · 0 votes

Hi All - 

Anyone have a recommendation for a great CPA/ Tax Preparer in San Francisco? I recently purchased a second home/ investment property in Arizona (netting ~$500/ mo in addition to my W-2 salary) so looking for someone who understands real estate, tax strategy, etc.

Thank you!

Caitlin

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  • Audrey Chow
    Specialist · San Diego, CA · Member since 2020 · 2 posts · 0 votes
    5y

    Hi Caitlin,

    I don't have a specific rec for a CPA, but I do work with True Trust Services, they are more of a "family office" business (aka can provide advice, or recommendations, that encompasses all expertise areas rolled into one company/service). Anyways, they are experts in tax strategies & real estate/business set up strategies to help you save on taxes/fees/etc. and they use the same strategies for themselves.

    I know they do free consults to see how, or if, they can help your specific needs, so it doesn't hurt to see what they think.

    Let me know if you want an introduction!

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  • Daniel HymanBusiness Member
    CPA · Milwaukee, WI · Member since 2016 · 2k+ posts · 1k+ votes
    5y

    There are some great pros here on BP, and most work with investors in the Bay area. Check out the Network tab at the top of the page, or just run through the forums and look for the CPA's that you connect with and reach out.

    My Online Accountant572 Reviews
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  • Bill HamptonBusiness Member
    Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 977 votes
    5y

    Caitlin,

    Are you open to working with your accountant remotely? I recommend finding an accountant who specializes in real estate taxation over one that is local. You may want to consider working with your accountant remotely to expand your options.

    I would also recommend looking for a tax strategist who is willing to work with you throughout the year, not just when preparing your tax return. You want an accountant that can help you strategize and who is responsive when you want to know the tax consequences of the decisions you are making throughout the year.

    Good luck and let me know if you have any questions.

    404-482-3170
    Hampton Tax and Financial Services LLC4.7106 Reviews
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  • Basit SiddiqiBusiness Member
    Accountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
    5y

    @Caitlin Nolan

    Your profile mentions that you live in one state and invest in another state. You may be required to file a California resident return along with an Arizona non-resident return. 
    Also, your profile mentions that you are a real estate agent.

    As such, you want to work with a professional who understands real estate taxation, business taxation(being an agent) and multi-state taxation.

    Agents are also more likely eligible to claim real estate professional status - This is something to consider with your CPA.

    [email protected]917-280-8544
    Basit Siddiqi CPA4.979 Reviews
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