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Updated about 1 year ago on . Most recent reply

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Robert Phillips
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Looking for California real estate tax CPA referrals

Robert Phillips
Posted

I am looking for any referrals to a California real estate tax CPA who can also advise on setting up llcd

  • Robert Phillips
  • Most Popular Reply

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    Katie Balatbat
    • CPA and Attorney
    • San Diego, attorney
    211
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    Katie Balatbat
    • CPA and Attorney
    • San Diego, attorney
    Replied

    @Robert Phillips

    Note that formation of an LLC and advice on asset protection is usually more so in the realm of an attorney. If CPAs form LLCs, especially drafting legal agreements, it could be considered the unauthorized practice of law in CA, which carries harsh penalties. CPAs definitely understand a lot of the concepts, and would likely be superior when it comes to tax effects and numbers analysis, but you may actually be looking for an attorney.

    I know some CPAs in Nor Cal, if you are interested in the referrals, just let me know.

    *This post does not create an attorney-client or CPA-client relationship.  The information contained in this post is not to be relied upon.  Readers are advised to seek professional advice.

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