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Updated about 1 month ago,
Tax Professional /CPA needed
Help BP
I need to find a CPA/Tax Professional to help with Tax Planning,Tax Strategy and Tax filing. I currently have a local CPA (NE Ohio) that I give an Excel file to once a year and he prepares and files for me. He is great but I think I have out grown him and may be missing out on mitigating my tax liability. I do my own bookkeeping and am very organized. I am looking for a CPA that is a real estate expert, possibly that invests in real estate themselves.
My current situation:
1 combined personal/Sole Proprietorship LLC filing
Work a full time W2 job
100+ single family rental properties (143 currently) - self managed and use Appfolio
10 DST Investments
Actively selling and reducing my rental portfolio - 1031'ing all proceeds into DST's
Paying a large amount of Federal,State and Local taxes
I have searched locally but have not had much luck.I’ve also searched many threads on here but am a bit overwhelmed. I don’t want to just be another number. Trust is important and I want someone to be intimate with my situation and business.
Any CPA recommendations for my situation would be great.
Also what should all this cost me annually.