Suggestions for Investor Friendly Tax Preparers in San Francisco

Suggestions for Investor Friendly Tax Preparers in San Francisco

Rental Property Investor · Burlingame CA, San Francisco Bay Area · Member since 2015 · 45 posts · 14 votes

Can anyone suggest an Investor Friendly tax preparer in the San Francisco Bay Area, in or around the Peninsula or San Mateo County?

Any help is greatly appreciated!

Thanks,

Darius

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Wholetailer & Architect · San Francisco, CA · Member since 2015 · 544 posts · 298 votes
9y

@Darius Falahkhir I use Brigid Katselis at Seifer, Murken, Despina, James & Teichman, ALC on Lombard Street. She is very knowledgeable but not necessarily real estate focused. She helped segregate furnishings from the structure for depreciation on my condo rental without me having to ask for that so she is proactive. I think prices are pretty standard. $370 for my tax returns last year. 

I also bought the bigger pockets book: The Book on Tax Strategies for Savvy Real Estate Investors which I found very helpful last year on what questions to ask my CPA.

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  • Real Estate Agent · El Dorado Hills, CA · Member since 2016 · 37 posts · 12 votes
    9y

    I wish I had one to recommend. I'd also try searching the old posts for someone and looking at their blog history. It's great you're considering this. My CPA helps me do some forward thinking in the off-tax season to maximize my write-offs and liabilities for the year.

  • Investor · Redwood City, CA · Member since 2016 · 33 posts · 28 votes
    9y

    I'm looking for the same...

  • Rental Property Investor · San Diego, CA · Member since 2016 · 306 posts · 205 votes
    9y

    @Darius Falahkhir @Jason L. I have someone I can recommend who is in South San Francisco. I'll PM you both with the info!

  • Burlingame, CA · Member since 2016 · 29 posts · 22 votes
    9y

    I had an initial consultation with a tax preparer in San Jose has lots of tech clients with rental houses & stock options. She describes herself as moderately aggressive, if there's a line, get 80% towards it, without taking undue risk of audits or penalties. If that sounds appealing, PM me.

  • Wholetailer & Architect · San Francisco, CA · Member since 2015 · 544 posts · 298 votes
    9y

    @Darius Falahkhir I use Brigid Katselis at Seifer, Murken, Despina, James & Teichman, ALC on Lombard Street. She is very knowledgeable but not necessarily real estate focused. She helped segregate furnishings from the structure for depreciation on my condo rental without me having to ask for that so she is proactive. I think prices are pretty standard. $370 for my tax returns last year. 

    I also bought the bigger pockets book: The Book on Tax Strategies for Savvy Real Estate Investors which I found very helpful last year on what questions to ask my CPA.

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