CPA -> Rental properties (Based in California)

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Introduction: CPA focused on helping rental property owners and short-term rentals (AirBnB, Hometogo, Vrbo, Flipkey) with bookkeeping & save $$$ on their taxes. Support with: - Gathering financials info - Bookkeeping - Finding write-offs you missed - Year-round tax planning - Estimated payments (plan to avoid penalties) - File tax return or export tax forms

Overview

Hired 38 times

Background checked

License verified

4 employees

5 years in business

Payment methods

This pro accepts payments via Credit card, Stripe, and Venmo.

Featured Projects

11 photos

Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

Great 4.7

12 reviews

5

92%

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Read reviews that mention:

Marian h.

Oct 12, 2022

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Hired on Thumbtack

I was really worried about submitting my 2020 return sooo late because I had no idea what to do. I normally use Turbo Tax to do my returns and having a rental stumped me. Sean was pleasant, professional, and responsive to my questions. I highly recommend Sean for all of your tax needs.

Individual Tax Preparation

Charlotte A.

Oct 10, 2022

Sean and team were extremely helpful in sorting out my tax forms. It used to be a headache going through it all but they make it easy. Really responsive to my questions. I can't believe I didn't know about this service before.

Eli W.

Oct 4, 2022

Sean and team supported me when I got an IRS Letter (CP2000 Notice). I panic at first when I got the letter, but once I read their article and met witth them on video chat I felt a lot better. Sean helped me undertand the reason I got the notice, helped me gather all of the documents, drafted a response letter, and sent it. The IRS canceled the proposed amount they said I owed. Really happy with how everything went and that I didn't pay the amount the IRS said I owed in the letter. Now, I'm working with Sean on all of my future tax returns so I don't get in this situation again with my rental property.

Leslie W.

Oct 3, 2022

Filed 2021 multi member LLC tax return and got help with planning for 2022 estimated payments. Responsive, helpful, gonna work with them again!

Jonah S.

Sep 11, 2022

i never leave reviews but this made filing so easy. i thought i was going to owe money and ended up getting money refunded

Credentials

License

License Type: CPA – Certified Public Accountant (CA)

License verified on 6/27/2023

Background Check

Sean Okeefe

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Standard pricing with no hidden fees. You are paying the same price as everyone else.
What is your typical process for working with a new customer?
Support with: - Gathering financials info - Bookkeeping - Finding write-offs you missed - Year-round tax planning - Estimated payments (plan to avoid penalties) - File tax return or export tax forms
What education and/or training do you have that relates to your work?
I has a bachelors in accounting from USC, MBA, and I'm a CPA.

CPA -> Rental properties (Based in California)

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