CPA, Tax Advisor, Wealth Planner ????

[Troy Welch]

I don't really know what I need.  I think I am looking for someone to do taxes and give tax advice but I am 52 with a great job and would like some advice for investing / retirement planning.  Right now with it being tax season, giving tax advice is the big thing and helping me file the taxes. I worked with a CPA out of state a couple of times and it just felt like I was filling in the blanks - no different than using Turbo Tax - no advice given.  It gave me a bad taste.  I feel like there are a lot of tweaks that I need to make to reduce my tax burden.

I starting RE investing back in 2018.  I have 3 rentals now. I would like to add to that I've just been busy with other stuff.

I keep track of income / expenses for my 3 income producing properties in a spreadsheet.

I also just bought a new home last year and still trying to sell the old home. That old home is about to turn into a rental if I don't get someone on the hook.

[Jake Baker]

@Troy Welch

Typically CPAs will charge separately for tax preparation and tax advisory. Given that you have 3 rentals and potentially adding more, it would be wise to pay for both. You will save more money than you pay them.