Tax/Investment CPA recommendations in SW Idaho

[Mike Morehouse]

I'm looking for any recommendations for a good CPA/tax pro in the Treasure Valley. I need someone who is well versed in business taxes as they pertain to multiple LLCs and real estate, as well as a good working knowledge of how to set up and operate a self-directed IRA for investment purposes. I'm approaching potential early retirement from federal service, and I'd like to roll my TSP into a self-directed IRA after I retire, and use that for purchasing properties. I also have one LLC set up for my RE investments and another LLC for my home inspection business that I'll be running full time following retirement. Any recommendations?

[Brian Eastman]

@Mike Morehouse

Finding what you are looking for in one CPA may be a stretch. Expertise with regards to self directed IRA plans is a very specialty firm. You may want to network locally for a CPA to run the non-qualified side or your business activities, then seek a specialty provider of self-directed plan services.

If you will be self-employed with a home inspection business, you likely want to explore the concept of a Solo 401(k) plan.  Such plans are a more direct route to your ability to control the funds.