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Updated over 4 years ago on .
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Do I need a CPA or Attorney?
I need some tax advice and also anticipate seeking to open a solo 401k as a result of receiving said advice.
Can a CPA be a one-stop shop for this or do I need an attorney as well? What kind of professional services/advisors should I be turning to for help with this all?
I’m in Seattle and welcome references.
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Connect with @Bernard Reisz who is a CPA and Solo 401k specialist.
- Daniel Hyman

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