Financial/tax planning and review

[Mayer M.]

Hey fellow BPers, I’m looking for some guidance/help regarding my personal tax return and K1’s. My income rose about 50% in 2017 due primarily to flips and am looking for someone to review my information and provide assistance with financial planning/tax planning/general advice. If anyone can help out that would be great.

[Nicholas Aiola]

@Mayer M. Most tax pros who work with clients nationwide (myself included) have clients who live, work, and invest in multiple states.

As long as you work with someone who is either familiar with multiple state laws/regs or has the capability/resources to research the appropriate laws/regs, it should not be a challenge.

Ultimately, you have to be comfortable with your team members and how they work.

Happy to answer any other questions you may have!