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Updated over 7 years ago on . Most recent reply

User Stats

155
Posts
62
Votes
Bernie Huckestein
  • Rental Property Investor
  • Apopka, FL
62
Votes |
155
Posts

CPA / Tax Team Member -- appreciate help

Bernie Huckestein
  • Rental Property Investor
  • Apopka, FL
Posted

Okay I tried to ask for a Maine specific CPA referral --  one that is comfortable working with a SDIRA.  Now I can potentially see why I got no response for days, I've tried to speak with several CPA accountants and they either: 

a) said something which tells me they have no idea about it and I'd be paying for them to research or,

b) paraphrase...that is a dumb, stupid idea drummed up by people looking to hit you with fees, I would not take on a client who tries to do that (SDIRA) 

I know Maine as a state is not the most progressive but either hundreds of people on this site are in the scamming business, or the folks I have spoken to have their head in the sand....geez, if I could find just one he/she might be able to carve out a specialized practice for themselves

I get that the primary tax laws are federal so I could go out of state...maybe that is the play but if possible I would like someone close by for thoughts, advice, and convenience (not just for Sdira).  Is there a national referral network where somebody can help locate the right resource.  I live in Portland Maine but anywhere in Maine would be good.

Any ideas?

Greatly appreciate in advance!

Bernie

I am in no way considering any feedback here as financial or other advice, I'm merely soliciting suggestions on where to look for myself!

Most Popular Reply

User Stats

255
Posts
269
Votes
Jake Hottenrott
  • CPA
  • Belleville, IL
269
Votes |
255
Posts
Jake Hottenrott
  • CPA
  • Belleville, IL
Replied

@Bernie Huckestein - The problem with finding people doing this type of work and looking for area specific referrals is that many CPAs, EAs, etc that specialize in real estate and have knowledge in this aren't typically found in your backyard.

I'd look around on this website and see who pops up and makes sense in their strategy and commentary.  Have a phone  conversation and check out how responsive they are.  Many of the advisors you will find on this site are better prepared, more focused on Real Estate and will actively work with you.

I understand the comfort level of having someone local that you can drop in to see, but most of the time a phone conversation or an email is what really suits the bill.  

Best of luck!  

  • Jake Hottenrott
  • Loading replies...