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Updated over 8 years ago on . Most recent reply presented by

Jason Jennings's profile image
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Jason Jennings
  • from Martinez, CA
  • Member since Mar 30, 2015
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Jason Jennings's profile image
Jason Jennings's profile image
Jason Jennings
  • from Martinez, CA
  • Member since Mar 30, 2015
Connect
Jason Jennings
  • Martinez, CA
0
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13
Posts
Tax, SDIRAs & Cost Segregation

Looking for a SF Bay Area CPA specializing in Solo 401K's

Jason Jennings
  • Martinez, CA
Posted

Can anyone recommend a CPA that works with clients managing their own self-directed 401K retirement accounts? Just starting out with my SD401K and ready to connect with a professional for tax strategy and filing.

I live in Lafayette, so looking for someone preferably in Contra Costa County. 

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