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Updated over 5 years ago on . Most recent reply

Tina Trussoni's profile image
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Tina Trussoni
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Tina Trussoni
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Tax, SDIRAs & Cost Segregation

tools to make getting ready for tax season easier needed

Tina Trussoni
Posted

Overwhelmed by receipts and keeping track of everything! Is there an easier way? Please help.

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Daniel Hyman
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  • from Milwaukee, WI
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Daniel Hyman
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Daniel Hyman
  • CPA
  • Milwaukee, WI
Replied

@Tina Trussoni

Some accounting firms will offer coaching services to help get your books and records organized. See if you can connect to to a firm that offers that service.

If your portfolio is large enough, then it might make sense to outsource all of it to a firm that will take care of everything on the back end and then send you monthly or quarterly financial statements.

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