Andrew Smith's Recommended Vendors

CPAEstate Planning Attorney

 
Certified Public Accountant (CPA)
     
 

Bruce D. Moeller
Certified Public Accountant, J.D.

394 Bel Marin Keys, #1 Novato,
CA 94949
415-884-4444
bruce@thetaxcpa.com
www.TheTaxCPA.com

Andrew has not done his own tax returns in years -- since he purchased his first investment property a long time ago. Andrew has worked with several Accountants, many of whom are excellent, even authorities in their respective fields; however, when it comes to real estate, especially when multiple properties are owned, you need to have an Accountant who is well versed in applicable Tax Code and has the experience to back up his position if ever questioned by the IRS.

Andrew has been working with Bruce Moeller for more than seven years, and he considers Bruce to be one of the best that he has ever encountered.  Andrew knows there are a lot of people out there who, for whatever reason, are reluctant to turn their tax matters over to an Accountant; however, Andrew strongly believes that when it comes to owning rental property, there are just too many mistakes that are just too easy to make; therefore, it is wise to work with a professional. Andrew recommends Bruce Moeller without reservation.
 

Estate Planning Attorney
     
 
Robert J. Glickstein,
Attorney at Law


1300 Clay Street, Suite 600
Oakland, CA 94612
(510) 339-7700
glicklaw@aol.com
Andrew Smith has known Robert Glickstein for close to ten years. They were Adjunct Faculty Members of the College for Financial Planning and Robert taught the Estate Planning section to men and women who were working toward their Certified Financial Planner designation. Andrew has long been impressed with Robert's knowledge of his field, and recommends him wholeheartedly. For those who own real estate, especially for those who own property outside of their resident state, a comprehensive estate plan is essential.
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Last Modified 30-Apr-2009  

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