Real Deal CPA prepares tax returns, plans taxes through the year, keeps books and resolves problems with the IRS and state agencies, for clients in all 50 states.
With Tax Preparation, CPAs who know real estate and business prepare your return and get the depreciation and rental rules right. A senior CPA walks you through it on video before we file it.
Tax Planning is a written plan to lower this year’s tax, built with you before the year’s deadlines pass, and a CPA in your corner while you carry it out.
With our bookkeeping, the books for your businesses and rental properties stay current and reconciled, so your numbers are ready whenever planning or filing needs them.
We handle tax resolution when the IRS or your state is already involved: an audit, a bill you can’t pay at once, penalties, a lien or a levy.
People
Who you’ll work with
Led by Andy Lam, CPA, and Liz Hernandez, CPA, our team combines advanced technical expertise with firsthand experience owning multiple businesses in various industries and investing in real estate. Both founders are licensed California CPAs and hold Master’s degrees in Taxation. Collectively, Andy and Liz have delivered tax returns and advised hundreds of real estate investors and business owners.
Andy Lam, CPA
Founder · Tax strategy and planning
Andy runs the tax strategy—from your written tax plan to the calls that help implement your plan during the year. He holds a Master of Business Taxation from USC Marshall, and has opened and sold a gym business of his own.
Liz oversees the tax returns and ensures you’re in good standing with the IRS and state agencies. She invests in real estate herself and owns several properties. She holds a Master’s in Taxation from Golden Gate University, and consults in Spanish as well as English.
Cielo keeps the firm’s day-to-day operations running. She has managed operations at seven-figure CPA firms, leading teams, streamlining processes and coordinating tax season, so work goes out accurate and on time and clients are well looked after. She holds a degree in accountancy from the Philippines and is a CPA.
Licenses
Licensed California CPAs
Andy Lam and Liz Hernandez are each licensed as a CPA by the California Board of Accountancy.
We work with clients in every state, most of them by video and through our secure client portal. The Orange County office is there when you would rather sit down in person.
9741 Bolsa Ave, Suite 201, Westminster, CA 92683. A Northern California office is on the way.