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Updated about 2 years ago on . Most recent reply

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Leonard Romo
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Tax Prep Services Needed

Leonard Romo
Posted

I'm a new investor with a W-2 and 1 STR purchased in 2022. Looking for an affordable tax prep service. I'm not afraid to spend the money to work with a pro, and thoroughly understand you get what you pay for, but I'm literally running out of money after furnishing a whole house, setting up my entity, doing a cost seg, hiring a CPA firm for tax strategy purposes, and servicing the debt on my STR.

The couple firms I’ve contacted for Tax Prep want an extraordinary amount of money; money I just don’t have. I know my taxes aren’t all that complicated, but I would rather work with a professional than go the DIY route. It just feels like I’m getting estimates for tax prep that aren’t realistic for my situation and what I would expect for investors with multiple properties or more complicated situations. 

Thank you in advance for any leads! 

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Natalie Kolodij
  • Tax Strategist| National Tax Educator| Accepting New Clients
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Natalie Kolodij
  • Tax Strategist| National Tax Educator| Accepting New Clients
ModeratorReplied

I don't have a referral in TX specifically. 

But all of the Real Estate specialized firms I know work with clients virtually, + TX doesn't have state taxes so there's no local knowledge of state laws needed.

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Kolodij Tax & Consulting

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