Self-Directed IRA & CPA in North Texas (Carrollton, Lewisville)

[Alex Mendoza]

Hello BP community - I am looking to move a 401k into a Self-Directed IRA to get me started in RE investing. I live in Carrollton, TX and I am looking for recommendations on a local investor-friendly firm to help with the IRA (setup and management). Also looking for any referrals for a local CPA ... I've met a couple local CPAs but it appeared that they were more aligned with the book-keeping aspect of the business and not so much on outlining tax strategies, legal entities, and general investor tax guidance, so I am hoping another investor in the area can pass on a referral.