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Yann Feunang
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Looking for a Tax Accountant in the Fresno County, CA Area

Yann Feunang
Posted Feb 7 2024, 09:27

Hi all,

I am looking for a Tax Accountant who can advise on tax strategies for real estate investing. Preferably someone with Real estate investing background, either as an investor themself or a consultant to investors. Your help would be appreciated.

Thanks,

Yannick

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Zachary Jensen
Tax & Financial Services
#3 Tax, SDIRAs & Cost Segregation Contributor
  • Accountant
  • San Diego, CA
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Zachary Jensen
Tax & Financial Services
#3 Tax, SDIRAs & Cost Segregation Contributor
  • Accountant
  • San Diego, CA
Replied Feb 7 2024, 11:34

Hey @Yann Feunang,

To help you in your search: be sure to find an accountant who is willing to grow with you, and is not too high priced fee-wise. Not too low either, you don't want to go with someone who is just focused on price as this is a quality of a not-so-great accountant. Accountants are in such demand, that the best are not even accepting clients half the time.

The other problem I see often with accountants on here is that they specialize in larger investors, and have really high prices when you as a smaller investor do not need all the bells and whistles.

Another thing I see is folks thinking they need to have a tax professional in their state. We as a firm have investors working with us who have rental properties all over the US big and small.

Finding a real estate-focused tax professional and one who can help with advisory and grow with you would be my suggestion to focus your efforts on finding. Best of luck in your search!

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Nate Meeker
Tax & Financial Services
  • Real Estate CPA | California
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Nate Meeker
Tax & Financial Services
  • Real Estate CPA | California
Replied Feb 7 2024, 11:39

@Yann Feunang - Do you invest out of state? I personally invest in FL and CA. What tax strategies are you interested in? 

Many of us on here can help you out! 

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Basit Siddiqi
Pro Member
#2 Tax, SDIRAs & Cost Segregation Contributor
  • Accountant
  • New York, NY
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Basit Siddiqi
Pro Member
#2 Tax, SDIRAs & Cost Segregation Contributor
  • Accountant
  • New York, NY
Replied Feb 7 2024, 14:15

Hi Yann,

You had some posts on the past about attending real estate networking events. 
The travel costs and meals consumed at the events may potentially be deductible.