Looking for Real Estate CPA (remote ok)

WantProfessionalsAccountant/CPA
Classifieds
2yFollow

Looking for Real Estate CPA (remote ok)

Laura Newton
Rental Property Investor · Member since 2023 · 26 posts · 15 votes

Hi BP, I am a newer investor (1 LLC, 3 properties) here in CA. I'm wondering if anyone knows of a good CPA in San Diego or LA who has experience doing taxes for real estate investors.

4Reply
27 views

Most Popular Reply

Account Closed
Accountant · San Diego, CA · Member since 2019 · 1k+ posts · 552 votes
2y

Hey @Laura Newton, 

Given we are accountants, we cannot promote our services on BP as its against the rules.

To help 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!

1Reply
See this reply in the discussion

10 Replies

Jump to latestLatest
  • Account Closed
    Property Manager · San Diego, CA · Member since 2024 · 65 posts · 42 votes
    2y

    Try these guys. Very professional. I've used them for the last couple of years. They are in Escondido.
    https://www.covelljanipaschcpas.com/

    0Reply
  • Account Closed
    Accountant · San Diego, CA · Member since 2019 · 1k+ posts · 552 votes
    2y

    Hey @Laura Newton, 

    Given we are accountants, we cannot promote our services on BP as its against the rules.

    To help 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!

    1Reply
  • Laura Newton
    OP
    Rental Property Investor · Member since 2023 · 26 posts · 15 votes
    2y

    Thanks @Michelle La! I'll check them out. 

    0Reply
  • Edgar U.
    Real Estate Agent · VA · Member since 2008 · 420 posts · 175 votes
    2y

    Please send me a PM, my CPA used to live in CA and now in UT, very good, soft spoken, and been in the biz for years!

    0Reply
  • Nate MeekerBusiness Member
    Real Estate CPA | California · Member since 2020 · 544 posts · 251 votes
    2y

    @Laura Newton my advice is to reach out to a few and have conversations with them so you can find the one that best fits your needs. 

    The CPA Realtor 570 Reviews
    WebsiteView Page
    0Reply
  • Fulton Abraham Sanchez
    Accountant · CPA Miami, FL · Member since 2022 · 192 posts · 43 votes
    2y

    @Laura Newton, hi. There are over 20+ enlisted CPAs here in Biggerpockets remotely assisting RE investors with their tax planning and accounting. 

    Please fee free to reach out with your inquiries. 

    Best, Fulton

    0Reply
  • Randall Tannen
    CPA | Accepting New Clients · Member since 2022 · 62 posts · 36 votes
    2y
    Quote from @Laura Newton:

    Hi BP, I am a newer investor (1 LLC, 3 properties) here in CA. I'm wondering if anyone knows of a good CPA in San Diego or LA who has experience doing taxes for real estate investors.

     @Laura Newton There are a number of competent tax professionals commenting on the forums here. Pick a few and message them to see who will work best with you. Good luck!

    0Reply
  • Joshua Davidson
    Rental Property Investor · Morgantown, WV · Member since 2018 · 57 posts · 24 votes
    2y

    Hi @Laura Newton,

    In your search for an accountant, I would recommend seeking an accountant who also has personal real estate experience so that they can not only help you with your bookkeeping and tax needs, but also guide you and give you tangible recommendations for your real estate career.

    Additionally, in today’s day and age, accountants are able to deliver the same caliber work to you from anywhere in the country. The best accountants and CPAs will be able to offer you a secure document transfer system in order to keep your sensitive information safe, and also be able to conduct their bookkeeping and tax return services electronically as well, saving both time and money.

    In my personal ventures into real estate, I have started several LLCs and would be happy to share my real estate experiences with you. Feel free to connect with me!

    Best of luck in your search!

    0Reply
  • Bill HamptonBusiness Member
    Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 977 votes
    2y

    @Laura Newton

    I recommend finding an accountant that specializes in real estate taxation. 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 in your search.

    404-482-3170
    Hampton Tax and Financial Services LLC4.7106 Reviews
    WebsiteView Page
    0Reply
  • Matt BontragerBusiness Member
    CPA · Henderson, NV · Member since 2016 · 75 posts · 13 votes
    2y
    Quote from @Laura Newton:

    Hi BP, I am a newer investor (1 LLC, 3 properties) here in CA. I'm wondering if anyone knows of a good CPA in San Diego or LA who has experience doing taxes for real estate investors.


     Hey Laura, 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...
    Podcast Guest on Show Seeing Greene: CPAs Answer YOUR Top Investing and Tax Questions
    0Reply
Join the conversationCreate a free account to reply, vote on answers and follow this thread.
Log InJoin for Free