Looking for: CPA in San Diego
4 Replies
Chad Griffin
from San Diego, CA
posted about 2 months ago
Any recommendations for a CPA in San Diego that’s good with real estate investors?
Dmitriy Fomichenko
Solo 401k Expert from Anaheim Hills, CA
replied about 2 months ago
@Chad Griffin if you are willing to work with someone remotely, I can give you a recommendation. REI expertise is more important than location, and nowadays most business transactions can be done remotely.
Chad Griffin
from San Diego, CA
replied about 2 months ago
PM me your recommendation please, thank you!
Bill Hampton
Tax Strategist and Fee-only Financial Planner from Atlanta, GA
replied about 2 months ago
Chad,
I recommend finding an accountant that 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 I can be of assistance.
Michael Plaks
Tax Accountant / Enrolled Agent from Houston, TX
replied about 2 months ago
Reach out first to @Brian Schmelzlen
If it does not work, two other CA (but not SD) tax experts are @Jana Cain and @Matt Ward
The next step is to contact other tax pros on this forum who are not in CA. We all work nationwide.