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RealtyCom Partners, LLC

RealtyCom Partners, LLC

Reviews Summary

RealtyCom receives consistently excellent feedback for their professionalism, responsiveness, and expertise in managing telecom and ancillary agreements. Reviewers highlight their diligent follow-up, clear communication, and ability to secure top-quality services for clients. Their team is praised for going above and beyond, providing valuable education on industry trends, and simplifying complex processes like contract negotiations. Clients appreciate their dedication to resolving issues and delivering outstanding results, making them a trusted partner in real estate services.

About This Listing

Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Forensic Accounting
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
Government Contractors
Real Estate
GAAP Compliance
IFRS Compliance
Internal Controls
Risk Management
Multi-state Experience
Cross-border Taxation

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Forensic Accounting
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
Government Contractors
Real Estate
GAAP Compliance
IFRS Compliance
Internal Controls
Risk Management
Multi-state Experience
Cross-border Taxation

Contact Information

Address

4040 Civic Center Dr

San Rafael, California 94903

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

RealtyCom has been a fantastic partner in managing our third-party ancillary agreements. Their team brings expertise, responsiveness, and a clear process that takes the guesswork out of negotiating and managing service contracts. From auditing existing agreements to identifying new revenue opportunities, they've added tremendous value to our portfolio. Their support has helped us stay focused on our core operations while knowing that our ancillary income and compliance are in good hands. Highly Recommend th

RealtyCom Partners has been exceptional to work with. Their team is highly professional, responsive, and truly prioritizes the needs of their clients. They consistently go above and beyond to deliver outstanding results. I highly recommend RealtyCom Partners for anyone seeking top-notch expertise in the real estate industry.

Anne at RealtyCom has been great to work with. She has tremendous follow up and gets things done, making my work easier. One example is working with a telecom provider that had done low quality work at a property. Anne diligently followed up over several months until the work was corrected. Thanks the the great work.

Ensure that your tenants receive the best possible internet service from their providers. This company is not only fantastic to work with - but also dedicated to securing top-quality service for your tenants. RealtyCom works hard in proposal negotiation, explaining the impact of FCC laws, circuit wiring and infostructure clarification, and stays with companies through project transitions; providing building management owners with the confidence they are providing the best internet connection service for

RealtyCom Partners, LLC was very detailed, follow through was top notch and they were overly communicative which is much appreciative!

Getting to know the RealtyCom Partners team has been a real pleasure, and the service-oriented and educational tack they take with their clients is one I particularly admire. That they seek to keep those in their industry abreast of all the latest technical and regulatory telecom evolutions constantly rolling out, it's truly awesome to see how they're able to deliver the right solutions at the right time to the right partners.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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