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Updated about 2 years ago on . Most recent reply

Rene Bee's profile image
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Rene Bee
  • New to Real Estate
  • from Atlanta, Ga
  • Member since Apr 25, 2018
  • Posts 63
  • Votes 15
  • Experience 5 Yrs
  • Investments 1
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Rene Bee's profile image
Rene Bee's profile image
Rene Bee
  • New to Real Estate
  • from Atlanta, Ga
  • Member since Apr 25, 2018
  • Posts 63
  • Votes 15
  • Experience 5 Yrs
  • Investments 1
Connect
Rene Bee
  • New to Real Estate
  • Atlanta, Ga
15
Votes |
63
Posts
Tax, SDIRAs & Cost Segregation

CPA wants to see previous tax returns before intro call

Rene Bee
  • New to Real Estate
  • Atlanta, Ga
Posted

Hi Everyone, 

I am currently looking for a CPA with real estate experience.  Please send any recommendations.  I reached out to 2 CPA's and both said they wanted to see my previous returns BEFORE setting up an intro call.  Is this normal?  My goal is to set up a 15 minute intro call to see if the CPA is the right fit. 

The IRS website says not to share any returns when making an inquiry but both CPA's are saying this will help them determine pricing and is more efficient.

Thoughts?  

CPA recommendations also appreciated!

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Russell Brazil
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Russell Brazil's profile image
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Russell Brazil
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Russell Brazil
  • Real Estate Agent
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Russell Brazil
  • Real Estate Agent
  • Washington, D.C.
ModeratorReplied

Seems pretty normal to me.

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