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Updated about 2 years ago on . Most recent reply

User Stats

44
Posts
21
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Kimberly C.
  • Orange County
21
Votes |
44
Posts

Looking for CPA recommendations as I start my REI journey, want to start off right!

Kimberly C.
  • Orange County
Posted

As the thread title states, I'm looking to connect with CPAs or find a CPA that will help me not just with my REI journey but some other financial situations as well.

Some basic info:

-Live in CA (Orange County)

-Have a W2 job

-Have a rental in CA (LA County)

-Just recently created an LLC for my rental in CA (as of this year 2023)

-Am looking to invest Out of State for more rental properties

-Also have 401K, IRAs, stock, etc to further complicate my finances

I'm really looking to connect with someone who lives in CA or is REALLY familiar with how complicated taxes can be here in SoCal and not just with regards to real estate investing but also LLCs and capital gains with stocks (since I'll be selling stock to fund my down payments).

And to complicate my taxes even more is the journey I'm looking to make in OOS REI (haven't pulled the trigger just yet here but want to make sure I'm doing things right for out of state taxes as well).

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