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Updated almost 3 years ago on . Most recent reply

User Stats

31
Posts
25
Votes
Krystyna Fennelly
  • Real Estate Broker
  • Seabrook, TX
25
Votes |
31
Posts

Recommendations for a CPA and self directed IRA advisor?

Krystyna Fennelly
  • Real Estate Broker
  • Seabrook, TX
Posted

I loved my old tax advisor whom retired and I haven't find the right replacement.  Would love recommendations for a tax advisor/CPA in Texas (local to Houston-Galveston area is a plus but not required).  Looking for someone who doesn't just file the paperwork I provide, but provides knowledge of the Real Estate industry tax laws and effective ways to save tax dollars.  I am a Realtor, husband an appraisal and we own several rentals, as well as do a few flips annually.

Additionally, looking for a recommendation for an advisor to start a self directed ROTH IRA with. Should have done this more than a decade ago but I guess better late than never. I'm researching this more as well but love a good personal recommendation.

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