Referral for Accountant / CPA with experience with REI & S-corps

Tax, SDIRAs & Cost Segregation
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Referral for Accountant / CPA with experience with REI & S-corps

Elias Parisca
Member since 2019 · 9 posts · 8 votes

Hi All, 

I'm based in Los Angeles, just purchased my first RE property in Indiana (small SFH). I'm an attorney (W-2) and my wife has a private practice as a psychotherapist under an S-Corp. We need advice and strategy for merging and handling our personal finances (recently married), RE and S-Corp accounting/tax strategy, as well as year-end tax prep help.

Looking for referrals to accountants who also invest in REI. After reading some of the forums, I tried contacting @Amanda Han and her team at Keystone CPA, but I've left several voicemails for different people over the past few weeks, and I never received a call back (I assume they're too busy with tax prep).  So someone that has openings for new clients would be great!

Thank you in advance and have a great weekend!

Elias

2Reply
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Most Popular Reply

Chaim Lampert
Milwaukee, WI · Member since 2019 · 54 posts · 44 votes
5y

Hey Elias. Try @Daniel Hyman. He is great and can take care of what you need. 

2Reply
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  • Shiva Bhaskar
    Investor · Los Angeles, CA · Member since 2017 · 523 posts · 476 votes
    5y
    Originally posted by @Elias Parisca:

    Hi All, 

    I'm based in Los Angeles, just purchased my first RE property in Indiana (small SFH). I'm an attorney (W-2) and my wife has a private practice as a psychotherapist under an S-Corp. We need advice and strategy for merging and handling our personal finances (recently married), RE and S-Corp accounting/tax strategy, as well as year-end tax prep help.

    Looking for referrals to accountants who also invest in REI. After reading some of the forums, I tried contacting @Amanda Han and her team at Keystone CPA, but I've left several voicemails for different people over the past few weeks, and I never received a call back (I assume they're too busy with tax prep).  So someone that has openings for new clients would be great!

    Thank you in advance and have a great weekend!

    Elias

    Hi Elias. I am an investor, based in LA as well. Not a CPA but I know and have worked with a few who are good, all based in southern California. Please feel free to send me a colleague request, and I can privately share their information. 

    1Reply
  • Peter MckernanBusiness Member
    Residential Real Estate Agent · Irvine, CA · Member since 2013 · 2k+ posts · 1k+ votes
    5y

    @Elias Parisca just sent you a PM on the CPA I have used for two years, interviewed a ton, had a lot of bad CPAs in my past 7 years of investing and the one I sent you has been the best. 

    The McKernan Group4.957 Reviews
    WebsiteView Page
    1Reply
  • Mark Frattini
    Real Estate Agent · San Diego, CA · Member since 2014 · 338 posts · 176 votes
    5y

    @Elias Parisca

    I work with a CPA who has an office in San Diego. She is also a Tax Strategist and works with a lot of RE investors. She typically responds quickly and has been a great resource when I have questions throughout the year. Reach out and I would be happy to get you connected.

    1Reply
  • Chaim Lampert
    Milwaukee, WI · Member since 2019 · 54 posts · 44 votes
    5y

    Hey Elias. Try @Daniel Hyman. He is great and can take care of what you need. 

    2Reply
  • John Duston
    Accountant · Santa Barbara, CA · Member since 2016 · 213 posts · 66 votes
    5y

    I sent you a DM.

    0Reply
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