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Updated almost 2 years ago,

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4
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Atith Saheba
Pro Member
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4
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Do I need CPA or Enrolled Agent yet?

Atith Saheba
Pro Member
Posted

Howdy! My wife and I were wondering if we are at the point where a CPA or Enrolled Agent would be justified. We are both full-time W2s filing jointly however we rookie investors and have done a limited partnership in a syndication last year. The operators of the syndication emailed us and advised for us to file for extension while they work with the CPA for the project to produce K1's.  I have looked at the forum and found a couple of recommendations for someone in the Houston area but these post are a few years old and I've attempted to contact them.  Also, when finding a CPA/EA what are the key things to look for or ask? Currently looking for tax prep but will be interested in tax planning/strategy this year as we start our business in the medium term rental space. Some of these quotes for $5,000-10,000 packages seem very high. Thanks in advance.

  • Atith Saheba
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