Recommendations for a Tax Planner in the San Francisco Bay Area

4 Replies

Hi BP,

Could someone recommend me a tax planner in the Bay Area? Thank you! 

@Bryan Pham

There are many ways to find a savvy CPA

1. Biggerpockets search function - Use the search function to see if a BP colleague requested a CPA in your area. This method allows you to reach out to the BP colleague and ask who they interviewed with, who they decided to go with and if they like working with their CPA. I went ahead and pulled up posts from BP colleagues who requested a CPA in your area.

https://www.biggerpockets.com/forums/70/topics/507... https://www.biggerpockets.com/forums/12/topics/276...
https://www.biggerpockets.com/forums/86/topics/137...
https://www.biggerpockets.com/forums/51/topics/461...
https://www.biggerpockets.com/forums/51/topics/200...

2. Keyword Alerts - Add the keyword alerts "Bay Area" and/or "California". You will notice that there are frequent members who respond to posts that have these keywords. Feel free to send a colleague request to these members to connect and see who they use as a CPA. Connecting with members who have the pro-membership have a higher tendency so be more serious and provide you a good recommendation.

3. Real Estate Networking Events - These events contain seasoned investors and would be more than happy to refer you to a CPA. You can find local networking events through the BP events section or meetup.com

4) Reach out to CPA who works with clients remotely - If you are still unable to find a local CPA that matches your needs. You may want to reach out to a CPA that works with clients remotely. I would argue that working with a remote CPA who has experience in real estate will likely be a better fit for you than a local CPA who is a Jack of all Trades. Technology has enabled communication with a remote CPA through phone calls, emails, skype etc. There are many CPA's on this site that work with clients remotely.

In the meantime - feel free to ask any tax related question. I would be more than happy to help give my opinion.

Good luck in your search!

Basit Siddiqi, CPA
917-280-8544

Hey Brian,

Call Jason at Hunter &Co. CPA's in Walnut Creek on Alpine. He handles my real estate business and many other things. He is extremely knowledgeable and reliable and can even work remotely if that's appealing to you. He's even still helping me now that I've moved across the country.

Please tell him I sent you and good luck!

Heather Hopkins, Real Estate Agent in California (#01963382) and NC (#300983)
925-326-0773

That is a very good tip, thank you so much for taking the time to write this very detailed post for me! @Basit Siddiqi !

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