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Updated over 3 years ago on . Most recent reply
Investor CPA - South Carolina
Hello BP!
Looking to move from the standard H&R Block/Turbo Tax models to a professional CPA that understands investors. Currently investing in company 401k, Back Door Roth, Stock Market and have 4 rental properties with that profile growing. Looking for a CPA that can advise on tax strategies for my investment profile to optimize my taxes and also advise for potential strategies for the future. Currently live in Columbia, SC and open to someone either local to South Carolina or a general tax advisor out of state I can work with remotely.
I appreciate any feedback on any tax strategies and also recommendation on CPA firms or individuals to reach out to.
Most Popular Reply
@Garrett Favier Were you able to find a CPA either locally or that you're working with remotely? Interested if you have a referral. Thank you!