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Justin Woo
  • Real Estate Agent
  • Fullerton, CA
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Who knows a real estate investing friendly CPA in SoCal?

Justin Woo
  • Real Estate Agent
  • Fullerton, CA
Posted Feb 21 2024, 11:49

Hello, community, 



Does anyone know a good real estate investing-friendly CPA in southern CA?

I am in the process of switching my CPA for several reasons. 

Thank you.

Looking for

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Sean O'Keefe
Pro Member
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Sean O'Keefe
Pro Member
Replied Feb 21 2024, 15:24

@Justin Woo

I'm based in NorCal, but to be fair I don't think the location of the CPA matters provided that they have a solid background in Real Estate and software/tools to support you remotely.

There are 20+ real estate CPAs commenting in this forum. Pick one that is commenting on your specific situation and DM them.

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Sherri Stokes
  • Realtor
  • Los Angeles
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174
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Sherri Stokes
  • Realtor
  • Los Angeles
Replied Feb 21 2024, 16:16

Sent you a DM....

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Jon Schwartz
  • Realtor
  • Los Angeles, CA
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Jon Schwartz
  • Realtor
  • Los Angeles, CA
Replied Feb 21 2024, 17:33

@Justin Woo, I use and highly recommend https://www.thebusinesstaxgroup.com/, who are based in SD.

Best,

Jon

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Matt Bontrager
Tax & Financial Services
Pro Member
  • CPA
  • Henderson, NV
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Matt Bontrager
Tax & Financial Services
Pro Member
  • CPA
  • Henderson, NV
Replied Apr 19 2024, 14:42
Quote from @Justin Woo:

Hello, community, 



Does anyone know a good real estate investing-friendly CPA in southern CA?

I am in the process of switching my CPA for several reasons. 

Thank you.


Hey Justin, we specialize in real estate at TrueBooks! We actually currently work with Robuilt who is the co-host of bigger pockets.


Feel free to grab a time with us here. Would love to chat. https://link.truebookscpa.com/widget/bookings/tbmeetwithjust...