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Gaya Sandeep
  • San Francisco, CA
4
Votes |
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Recommendations needed: RE attorney + CPA in SF Bay Area (flips, BRRRR, rentals)

Gaya Sandeep
  • San Francisco, CA
Posted

Looking for recommendations in the SF Bay Area: a real estate attorney and a CPA who both have solid real estate investing experience.

For the attorney: experience with multi-member LLC structures, partnership operating agreements, and fix-and-flip specific terms. Starting a flip partnership with a GC and want the entity structure, capital contributions, and profit-split terms set up correctly from day one. Bonus points if they've dealt with a contractor-as-equity-partner arrangement before.

For the CPA: someone who genuinely knows real estate across strategies — flip tax treatment (COGS etc.), BRRRR mechanics (depreciation, cost segregation, cash-out refi basis implications), and rental property tax (1031s, passive activity rules). We already have a rental portfolio and are adding flips/BRRRR, so ideally someone comfortable with multi-entity structures across all three.

Would appreciate any names you've personally used and trust — DMs welcome.

Thanks!

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181
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Wilson Lau
  • Real Estate Agent
  • San Jose, CA
104
Votes |
181
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Wilson Lau
  • Real Estate Agent
  • San Jose, CA
Replied

Hey Gaya, highly recommend @Sean O'Keefe. He is my CPA for LTR, STR, flips, and other real estate businesses. Let me know if you like me to make an introduction!

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