Looking for Investing-Savvy CPA in Bay Area

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Looking for Investing-Savvy CPA in Bay Area

Liz Richard
Los Altos, CA · Member since 2017 · 3 posts · 0 votes

Hey BP Community - I'm new to BP and getting close to closing on our (my fiance and I) first investment - SFH in Fresno. It's exciting! We are in need of a CPA, someone who is familiar with investing, preferably someone who is an investor themselves to help us navigate the tax side of things. Any recommendations would be much appreciated! Thanks!

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Bill HamptonBusiness Member
Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 977 votes
6y

@Liz Richard 

Are you comfortable working with your CPA remotely? If so, you open yourself up to a larger pool of candidates. There are 20+ CPAs and accountants on this site that specialize in real estate taxation. Reach out to a few and see who you like. 

Good luck and let me know if you have any questions. 

404-482-3170
Hampton Tax and Financial Services LLC4.7106 Reviews
WebsiteView Page
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  • Bill HamptonBusiness Member
    Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 977 votes
    6y

    @Liz Richard 

    Are you comfortable working with your CPA remotely? If so, you open yourself up to a larger pool of candidates. There are 20+ CPAs and accountants on this site that specialize in real estate taxation. Reach out to a few and see who you like. 

    Good luck and let me know if you have any questions. 

    404-482-3170
    Hampton Tax and Financial Services LLC4.7106 Reviews
    WebsiteView Page
    1Reply
  • Heather Wilkerson
    Realtor · San Francisco, CA · Member since 2018 · 34 posts · 19 votes
    6y

    @Liz Richard — Sandra at SmeedCPA is my advisor and is doing a fantastic job.

    0Reply
  • Heather Wilkerson
    Realtor · San Francisco, CA · Member since 2018 · 34 posts · 19 votes
    6y

    @Liz Richard - and congratulations! Very exciting!

    0Reply
  • Liz Richard
    OP
    Los Altos, CA · Member since 2017 · 3 posts · 0 votes
    6y

    Thanks Heather and Bill!

    0Reply
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