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California Real Estate Q&A Discussion Forum

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Joey Budka
  • Real Estate Investor
  • Santa Cruz, CA
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Real Estate Attorney + CPA Referral South Bay Area or Santa Cruz?

Joey Budka
  • Real Estate Investor
  • Santa Cruz, CA
Posted Jun 4 2019, 18:28

Can anyone recommend a real estate attorney and CPA in the Bay Area, or more specifically, in the South Bay or Santa Cruz? Ideally someone with deep knowledge in structuring investment partnership/sponsorship entities, as well as tax strategy. Thanks! 

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Chris Mason
  • Lender
  • California
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Chris Mason
  • Lender
  • California
ModeratorReplied Jun 4 2019, 23:28

Levini, J.

  • Lender California (#1220177)

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Matt Mainini
  • Rental Property Investor
  • Santa Cruz, CA
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Matt Mainini
  • Rental Property Investor
  • Santa Cruz, CA
Replied Jun 5 2019, 12:40

I'm looking as well with emphasis on tax strategy.  I live in Santa Cruz and have not found someone yet that can help with structuring and tax strategy.  Most seem to use turbo tax themselves to do your taxes, or something similar.  I'm wondering if "CPA" is the wrong search word for what we're looking for...perhaps "tax strategist"?  

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Joey Budka
  • Real Estate Investor
  • Santa Cruz, CA
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Joey Budka
  • Real Estate Investor
  • Santa Cruz, CA
Replied Jun 5 2019, 16:17

@Matt Mainini I was just referred to a really good CPA out of San Jose. PM me for details. 


Also, noticed you're in the SC area. Maybe we can get coffee sometime and talk shop/exchange ideas? I'm always good for some Verve Coffee...

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Chad Hale
Pro Member
  • Property Manager / Investor
  • San Jose, CA
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Chad Hale
Pro Member
  • Property Manager / Investor
  • San Jose, CA
Replied Jun 6 2019, 08:21

@Joey Budka  and  Matt Mainini Just sent you a PM with CPA and lawyer info.

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Troy Ma
  • Rental Property Investor
  • Sarasota, FL
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Troy Ma
  • Rental Property Investor
  • Sarasota, FL
Replied Jun 6 2019, 22:34

Mind if I get the lawyer and CPA info too? Looking as well.

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John Duston
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  • Accountant
  • Santa Barbara, CA
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John Duston
Pro Member
  • Accountant
  • Santa Barbara, CA
Replied Jun 7 2019, 22:23

@Joey Budka I'm a CPA and know a good attorney for real estate though he is highly specialized

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Replied Jun 22 2019, 15:00

@Chad Hale will you give me the information, also, please? Thank you!