San Diego CPA search

2 Replies

I've been listening to BP Podcast and buying the books for years, now I'm officially posting on the forums. Felling like I'm in the big leagues here! I have been using Corporate Direct to set up my LLCs and was using my usual CPA for the past 10 years but she didn't have specific RE experience. I now have a handful of SFHs and want to have someone look over my entity structure and have someone with RE experience prepare my taxes. I started with Anderson but they are really big and it's hard to talk to the same person twice.

My question: Does anyone know of a firm or person here in SD I can look in the eye for bookkeeping/CPA tax prep and also to help review my entities to be sure everything is set up correctly?

Many thanks!


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.