Professional Referrals Requested - CPA and Bookkeeper Needed in LA Area
Tyler FoshePro Member
Rental Property Investor · Los Angeles Area · Member since 2021 · 58 posts · 23 votesProfessional Referrals Requested - CPA and Bookkeeper Needed in LA Area
Most Popular Reply
Michael PlaksPro Member
Tax Accountant / Enrolled Agent · Houston, TX · Member since 2014 · 5k+ posts · 6k+ votesQuote from @Tyler Foshe:
Please let me know if you may have referrals for an investor-friendly CPA and bookkeeper in the Los Angeles area.
My wife and I both retired from W2 jobs and we are starting a small business to rent an ADU early next year as an MTR. We need help with setting up the accounting part of our business, managing the day-to-day finances, and filing taxes. Our first goal will be to rent the ADU but our second goal will be to rent a lake house in Vermont as an STR. Future projects could include flips or rentals in other states.
Thank you very much for any help that you can offer.
You posted this in the tax forum where we have 20+ highly qualified tax professionals. All of us are answering questions here and providing help. Most if not all of us work remotely across multiple states, including California of course; being local is not necessary in 2025.
One thing we are NOT allowed to do here is to respond to you with: "I will be happy to help you" - it is considered a prohibited "self-promotion" by Bigger Pockets rules. Likewise, we cannot send you a private message and offer help, however some people will do so anyway.
If/when the moderators move this post to the Classifieds section, then I and my colleagues will be able to offer help explicitly. Until then, the ball is in your corner, and here're some tips: https://www.biggerpockets.com/forums/51/topics/1222774-expla...15 Replies
- 1yJoshua ThompsonBusiness MemberAccountant · Melissa, TX (Remote) · Member since 2017 · 210 posts · 135 votes
Hi Tyler, congrats to you and your wife on retiring and looking to to start a small business!
If you're looking for someone in person, I have a good friend near Calabasas/Westlake that I could connect you with. Let me know if you're interested and I'll send you his information.
On the contrary, if you're looking to work with someone remotely, I would highly recommend checking out a few of the tax professionals answering questions in the forums. Do a cold outreach to their office's to see if it would be a good fit. Many of the tax professional who are active in the forum have shown their knowledge for you to see.
Either way good luck!
Thompson Tax Group LLC550 Reviews- Rental Property Investor · Los Angeles Area · Member since 2021 · 58 posts · 23 votes1yAfter retiring from my day job the first few weeks were a challenge because I missed my team and our projects. Now that I have been working with my wife on our new business it has been so fulfilling I rarely find myself thinking about my old job. Thanks for the good wishes and advice. We live in the South Bay and Calabasas is a little far from us so I think I will take your suggestion of checking the forum here for professionals.
Quote from @Joshua Thompson:
Hi Tyler, congrats to you and your wife on retiring and looking to to start a small business!
If you're looking for someone in person, I have a good friend near Calabasas/Westlake that I could connect you with. Let me know if you're interested and I'll send you his information.
On the contrary, if you're looking to work with someone remotely, I would highly recommend checking out a few of the tax professionals answering questions in the forums. Do a cold outreach to their office's to see if it would be a good fit. Many of the tax professional who are active in the forum have shown their knowledge for you to see.
Either way good luck!
- 1yMichael PlaksPro MemberTax Accountant / Enrolled Agent · Houston, TX · Member since 2014 · 5k+ posts · 6k+ votes
Quote from @Tyler Foshe:
Please let me know if you may have referrals for an investor-friendly CPA and bookkeeper in the Los Angeles area.
My wife and I both retired from W2 jobs and we are starting a small business to rent an ADU early next year as an MTR. We need help with setting up the accounting part of our business, managing the day-to-day finances, and filing taxes. Our first goal will be to rent the ADU but our second goal will be to rent a lake house in Vermont as an STR. Future projects could include flips or rentals in other states.
Thank you very much for any help that you can offer.
You posted this in the tax forum where we have 20+ highly qualified tax professionals. All of us are answering questions here and providing help. Most if not all of us work remotely across multiple states, including California of course; being local is not necessary in 2025.
One thing we are NOT allowed to do here is to respond to you with: "I will be happy to help you" - it is considered a prohibited "self-promotion" by Bigger Pockets rules. Likewise, we cannot send you a private message and offer help, however some people will do so anyway.
If/when the moderators move this post to the Classifieds section, then I and my colleagues will be able to offer help explicitly. Until then, the ball is in your corner, and here're some tips: https://www.biggerpockets.com/forums/51/topics/1222774-expla...- 1ySean O'KeefePro MemberCPA | Accepting new clients | 50 States · Member since 2022 · 1k+ posts · 870 votes
Quote from @Michael Plaks:
Quote from @Tyler Foshe:
Please let me know if you may have referrals for an investor-friendly CPA and bookkeeper in the Los Angeles area.
My wife and I both retired from W2 jobs and we are starting a small business to rent an ADU early next year as an MTR. We need help with setting up the accounting part of our business, managing the day-to-day finances, and filing taxes. Our first goal will be to rent the ADU but our second goal will be to rent a lake house in Vermont as an STR. Future projects could include flips or rentals in other states.
Thank you very much for any help that you can offer.
You posted this in the tax forum where we have 20+ highly qualified tax professionals. All of us are answering questions here and providing help. Most if not all of us work remotely across multiple states, including California of course; being local is not necessary in 2025.
One thing we are NOT allowed to do here is to respond to you with: "I will be happy to help you" - it is considered a prohibited "self-promotion" by Bigger Pockets rules. Likewise, we cannot send you a private message and offer help, however some people will do so anyway.
If/when the moderators move this post to the Classifieds section, then I and my colleagues will be able to offer help explicitly. Until then, the ball is in your corner, and here're some tips: https://www.biggerpockets.com/forums/51/topics/1222774-expla...hmmm I'm not sure that's how it works anymore @Michael Plaks. I see a lot of people in the forum, outside of Classifieds, posting things like Happy to work up an estimate for you OR Feel free to reach out and we can discuss one-on-one and the moderators don't do anything.
I think those are just suggested guidelines, but not enforced. Are you sure this is still the way it works?
- Rental Property Investor · Los Angeles Area · Member since 2021 · 58 posts · 23 votes1yThanks Michael for that helpful response. I read your "How to find a CPA" article and it was very informative. (Glad that I am not looking for a CPA in December!) I also checked out some of the great resources from your web site and YouTube channel. Apologies for the confusion but I was mostly looking for recommendations from fellow investors and not necessarily direct responses from CPAs although I will follow up on all leads. I am hoping to build a small local support team but as you noted that is less important these days with the rise of remote work.
Quote from @Michael Plaks:
Quote from @Tyler Foshe:
Please let me know if you may have referrals for an investor-friendly CPA and bookkeeper in the Los Angeles area.
My wife and I both retired from W2 jobs and we are starting a small business to rent an ADU early next year as an MTR. We need help with setting up the accounting part of our business, managing the day-to-day finances, and filing taxes. Our first goal will be to rent the ADU but our second goal will be to rent a lake house in Vermont as an STR. Future projects could include flips or rentals in other states.
Thank you very much for any help that you can offer.
You posted this in the tax forum where we have 20+ highly qualified tax professionals. All of us are answering questions here and providing help. Most if not all of us work remotely across multiple states, including California of course; being local is not necessary in 2025.
One thing we are NOT allowed to do here is to respond to you with: "I will be happy to help you" - it is considered a prohibited "self-promotion" by Bigger Pockets rules. Likewise, we cannot send you a private message and offer help, however some people will do so anyway.
If/when the moderators move this post to the Classifieds section, then I and my colleagues will be able to offer help explicitly. Until then, the ball is in your corner, and here're some tips: https://www.biggerpockets.com/forums/51/topics/1222774-expla...
- USA · Member since 2023 · 145 posts · 84 votes1y
@Tyler Foshe - congrats on your retirement! Depending on your retirement date it'd always be good to look at any tax implications while 2025 is still open (ie before year end).
I understand that it's great to be local but if you're open to national I Agree with @Michael Plaks
- Rental Property Investor · Los Angeles Area · Member since 2021 · 58 posts · 23 votes1yI was grateful to have a plan before I retired. It has definitely eased the transition for me. Thanks for the good wishes. It seems like we have a lot of great resources in this forum.
Quote from @Josh L.:
@Tyler Foshe - congrats on your retirement! Depending on your retirement date it'd always be good to look at any tax implications while 2025 is still open (ie before year end).
I understand that it's great to be local but if you're open to national I Agree with @Michael Plaks
- 1yAaron ZimmermanBusiness MemberAccountant · Chicago, IL · Member since 2018 · 2k+ posts · 1k+ votes
I would agree that national is better as you open up the pool of people. As others have said, look on the forums to see who's active and has been active for a while. You can also use the tax pros feature as well! Best of luck in your search!
Brick House CPAs53 Reviews- Rental Property Investor · Los Angeles Area · Member since 2021 · 58 posts · 23 votes1yThat is a great suggestion so I will definitely check out the tax pros search feature. I am always amazed at the quality of the BiggerPockets platform and how they are able to keep rolling out helpful new features. Thanks for the tip!
Quote from @Aaron Zimmerman:
I would agree that national is better as you open up the pool of people. As others have said, look on the forums to see who's active and has been active for a while. You can also use the tax pros feature as well! Best of luck in your search!
- 1yJason MalabuteBusiness MemberAccountant · Los Angeles, CA · Member since 2016 · 2k+ posts · 897 votes
Hi Tyler, congrats again on retiring and starting a new chapter with your small business!
If you’re looking for someone local, I actually live in Los Angeles too. Which part of LA are you in? I’d love to grab coffee sometime and connect in person. If you’d prefer remote, though, you’ll find a lot of great tax professionals active here in the forums—many of them work with clients all across the country, so being local isn’t a requirement in 2025.
A good next step would be to check out some of the tax pros already answering questions here and see whose approach resonates with you. You can always do a quick outreach to their office to see if it’s a good fit.
Either way, wishing you the best as you get this new venture started!
Malabute & Company CPAs525 Reviews- Rental Property Investor · Los Angeles Area · Member since 2021 · 58 posts · 23 votes1yIt has been fantastic to have the time and resources to pursue this new dream. I worked in the Information Technology field for 30 years but I started to become interested in Real Estate just a few years ago. Thank you for the advice and the good wishes. I have been checking out your YouTube channel and web site and you have some great content out there. If it looks like we may be a good fit I will reach out to you privately. Thanks again and take care!
Quote from @Jason Malabute:
Hi Tyler, congrats again on retiring and starting a new chapter with your small business!
If you’re looking for someone local, I actually live in Los Angeles too. Which part of LA are you in? I’d love to grab coffee sometime and connect in person. If you’d prefer remote, though, you’ll find a lot of great tax professionals active here in the forums—many of them work with clients all across the country, so being local isn’t a requirement in 2025.
A good next step would be to check out some of the tax pros already answering questions here and see whose approach resonates with you. You can always do a quick outreach to their office to see if it’s a good fit.
Either way, wishing you the best as you get this new venture started!
- 1yBasit SiddiqiBusiness MemberAccountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
Congrats on retiring!
It seems like you are keeping yourself busy in retirement by building up a rental portfolio.
What are your income sources in retirement(401K, social security, IRA , etc).
You want to have a discussion whether some of the rental activities can help you offset your income.
Best of luck!
Basit Siddiqi CPA4.979 Reviews- Rental Property Investor · Los Angeles Area · Member since 2021 · 58 posts · 23 votes1yThanks for following up. We do have some retirement income and we would like to talk to a professional about how we might be able to offset a portion of that income with business activities.
Quote from @Basit Siddiqi:
Congrats on retiring!
It seems like you are keeping yourself busy in retirement by building up a rental portfolio.
What are your income sources in retirement(401K, social security, IRA , etc).
You want to have a discussion whether some of the rental activities can help you offset your income.
Best of luck!
- Member since 2025 · 12 posts · 1 vote1y
Quote from @Tyler Foshe:
Please let me know if you may have referrals for an investor-friendly CPA and bookkeeper in the Los Angeles area.
My wife and I both retired from W2 jobs and we are starting a small business to rent an ADU early next year as an MTR. We need help with setting up the accounting part of our business, managing the day-to-day finances, and filing taxes. Our first goal will be to rent the ADU but our second goal will be to rent a lake house in Vermont as an STR. Future projects could include flips or rentals in other states.
Thank you very much for any help that you can offer.
Hi Tyler! Have you thought of hiring offshore? We have a lot of great CPA and bookkeepers in the Philippines! Our company can provide you with that for a very very low cost unlike hiring someone locally. Hope you can consider! Let's connect!
- Rental Property Investor · Los Angeles Area · Member since 2021 · 58 posts · 23 votes1yI appreciate you reaching out. I have worked with some great professionals in the Philippines before but for this role we are focusing on people located in the US.
Quote from @Eljhay Alejandro:
Quote from @Tyler Foshe:
Please let me know if you may have referrals for an investor-friendly CPA and bookkeeper in the Los Angeles area.
My wife and I both retired from W2 jobs and we are starting a small business to rent an ADU early next year as an MTR. We need help with setting up the accounting part of our business, managing the day-to-day finances, and filing taxes. Our first goal will be to rent the ADU but our second goal will be to rent a lake house in Vermont as an STR. Future projects could include flips or rentals in other states.
Thank you very much for any help that you can offer.
Hi Tyler! Have you thought of hiring offshore? We have a lot of great CPA and bookkeepers in the Philippines! Our company can provide you with that for a very very low cost unlike hiring someone locally. Hope you can consider! Let's connect!
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