Seeking Tax Professional Recommendation

San Francisco, California
Personal Finance
9moFollow

Seeking Tax Professional Recommendation

Joe ChillinskyPro Member
Pleasanton, CA · Member since 2020 · 16 posts · 17 votes

Hi, my CPA recently retired and I am looking for a new tax partner. I am primarily interested in filing, but I am interested in potentially engaging in more tax advising and planning services. I live in the Bay Area and our investments are out of state. Hoping someone can recommend someone they are working with or have worked with in the past. I am not interested in nation-wide firms.

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Aaron ZimmermanBusiness Member
Accountant · Chicago, IL · Member since 2018 · 2k+ posts · 1k+ votes
9mo

Most CPAs can or do file in all 50 states. I'd say you'll want to look at BP to see who's active on here, reach out to a few people and see who you connect well with. You can also use a find a tax pro feature. Local investors would also be a great resource to ask (in addition to here)

[email protected]
Brick House CPAs53 Reviews
WebsiteView Page
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  • Denver McClurePro Member
    Financial Advisor · Dallas, TX · Member since 2018 · 659 posts · 479 votes
    9mo

    @Ben Trageser and @Jeff Nash can help!

    [email protected]
    1Reply
  • Aaron ZimmermanBusiness Member
    Accountant · Chicago, IL · Member since 2018 · 2k+ posts · 1k+ votes
    9mo

    Most CPAs can or do file in all 50 states. I'd say you'll want to look at BP to see who's active on here, reach out to a few people and see who you connect well with. You can also use a find a tax pro feature. Local investors would also be a great resource to ask (in addition to here)

    [email protected]
    Brick House CPAs53 Reviews
    WebsiteView Page
    1Reply
  • Jake BakerBusiness Member
    Flipper/Rehabber · San Diego, CA · Member since 2020 · 1k+ posts · 695 votes
    9mo

    @Joe Chillinsky

    I will PM you my recommendations of tax preparers we like to work with. 

    [email protected]
    BookkeepingRE - Bookkeeping for Real Estate & Service-Based Businesses58 Reviews
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    0Reply
  • Alfath AhmedBusiness Member
    Real Estate Agent · Columbus, OH · Member since 2022 · 1k+ posts · 1k+ votes
    9mo
    Quote from @Joe Chillinsky:

    Hi, my CPA recently retired and I am looking for a new tax partner. I am primarily interested in filing, but I am interested in potentially engaging in more tax advising and planning services. I live in the Bay Area and our investments are out of state. Hoping someone can recommend someone they are working with or have worked with in the past. I am not interested in nation-wide firms.


     I've got an amazing CPA that i work with based in Ohio. He manages a lot for my Californian clients who own assets here. Let me know if i should connect.

    [email protected]614-802-5698
    ReafCo | Ahmed Group 55 Reviews
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    0Reply
  • Bradley BuxtonBusiness Member
    Real Estate Agent · NV · Member since 2023 · 1k+ posts · 712 votes
    9mo

    @Joe Chillinsky

    There are some good tax planners, bookkeepers, and CPAs all rolled into one. I'll shoot you a DM with some contacts that I recommend to my people. 

    1Reply
  • Basit SiddiqiBusiness Member
    Accountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
    9mo

    Some important rules for those who are residents of California

    California does not recognize bonus depreciation
    California does not recognize Real Estate Professional Status

    Due to the above, you may have a lot of federal / state differences.

    Best of luck!

    [email protected]917-280-8544
    Basit Siddiqi CPA4.979 Reviews
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    0Reply
  • Brevin Fong
    Member since 2026 · 1 post · 0 votes
    4mo

    Hey Joe!


    Did you ever find someone local? I am also looking for one.

    0Reply
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