WANTED: Tax Accountant Specializing in RE Investors

Rental Property Investor · Mill Valley, CA · Member since 2019 · 23 posts · 13 votes

Hi All!

My tax accountant sucks! She forgot to include ALL my management expenses ($32k in expenses) and now I'm making her do an amended return on my 2019 taxes. This is my second accountant in two years. She's fired!

Looking for recommendations for a solid tax accountant. I live in California, am a full-time photographer with 11 cash flow properties in the states of CA, MO, IN & SC. Please only recommend if it's someone you're currently using! Thanks!

- Josh

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Ned CareyPro Member

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Investor · Baltimore, MD · Member since 2008 · 17k+ posts · 13k+ votes

Jeffrey Stoller and Associates in Catonsville MD. Easy to fin with internet search, He is knowledgeable about real estate and gives great service. He works with many of my real estate friends as clients.

He says he takes out of state clients. I will leave it to you to screen him on how much he knows about CA taxes.

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Ned CareyPro Member
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Investor · Baltimore, MD · Member since 2008 · 17k+ posts · 13k+ votes
4y
Jeffrey Stoller and Associates in Catonsville MD. Easy to fin with internet search, He is knowledgeable about real estate and gives great service. He works with many of my real estate friends as clients.
He says he takes out of state clients. I will leave it to you to screen him on how much he knows about CA taxes.
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Basit SiddiqiBusiness Member
Accountant · New York, NY · Member since 2015 · 8k+ posts · 3k+ votes
4y
@Josh Edelson

Hopefully she is amending your return at no cost if this was missed by her.

Given that you have properties in MO, IN and SC may expose you to tax filing obligations in those states.

California is a beast of a state, make sure to work with a professional who understands the state tax laws well.

When picking your accountant, you may want them to review the 3 prior year worth of returns.

Best of luck.
[email protected]917-280-8544
Basit Siddiqi CPA4.979 Reviews
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Josh Edelson
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Rental Property Investor · Mill Valley, CA · Member since 2019 · 23 posts · 13 votes
4y
@Basit Siddiqi - I believe she's doing it for free. She better! And yeah, California is annoying in all their requirements. Eventually, once I can make real estate investing my main source of income, I'll probably move to a better tax state.

@Ned Carey - Thanks for the Rec! I'll reach out and see what they say.
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Chris SeveneyBusiness Member
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Investor · VA · Member since 2015 · 21k+ posts · 19k+ votes
4y
WOW that is a big miss. I use Lifetime Tax Advisors in TX. Kohler Eyre CPA's I have also used. Both have been good.
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