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Updated over 8 years ago, 03/16/2016

User Stats

22
Posts
5
Votes
Marichelle Lao
  • Investor
  • Glendale, CA
5
Votes |
22
Posts

Switch to a tax preparer who is also a REI?

Marichelle Lao
  • Investor
  • Glendale, CA
Posted

we just filed our taxes and i have been going to her since i started working as a registered nurse, she helped in advising me with deductions that i was able to take, but as i have planned to purchase more rental properties, i feel that she might be inadequate in helping me move forward. i was looking for someone who could possible advise me on what steps i can take to advance my REI plans. Im not expecting her to tell me what or where to buy, but someone who can give me tips on what would be more beneficial for my growing portfolio. When we were done with our taxes and i asked her how we could get a better return next year, she told me "hide your money in your 401K" that may be true but it made me realize her perspective, which was unfamiliar with REI. I feel very comfortable with her since I have been going to her for many years, but i feel like there is more out there. Im in the los angeles area and i was also wondering if it would be beneficial to stick with her because she is familiar with my situation? thanks for reading.

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