Looking for tax pro w/ in-depth knowledge of Sec 121 exclusion w/ business use & QJV

[Theodore Smith]

I had posted a few months back about a possible sale of our property and we are now looking for a tax professional as we have closed on the sale. We live in rural Montana and while there are some agents / firms in the area, we really wanted to reach out a bit further to find the right fit. I have looked through the Bigger Pockets referral page and contacted a couple of the agents, but wondering if anyone might have some other suggestions or referrals. A few particulars

-We live in MT

-Married filing jointly

-Filed QJV since start of business

-Owned property since 07/2019

-The property was bought with 2 homes, we added a 3rd and a workshop

-All three homes were STR during summer months

-We lived on the property all months of the year (Summer in workshop / other times in one of the homes) and the entire time we owned it

-Sale date 06/30

-Approximate estimated capital gains of $590,000

We have filed taxes ourselves since purchasing the property and with the sale trying to figure out the capital gains exclusion along with the business use, personal use and recapturing depreciation…it’s all just a bit too much for us. Or really way too much for us.

Appreciate all the help