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Updated 4 months ago on . Most recent reply

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James Dager
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7
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Seeking to hire a tax strategist/accountant

James Dager
Posted

Good evening! 

I currently employee an accountant ($4,000/year) that has done incredible work for me. He has helped save me tens of thousands, if not a hundred thousand dollars in taxes over the past four years. However, I am now looking to partner with a tax strategist that will be a bit more hands on with my finances, giving me guidance throughout the year (i.e. looking into the future and helping me strategize by giving advise on investments, etc. to help reduce my tax liability) and also someone who specializes in accounting and has all of the correct certifications. I have many mentors who are light years ahead of me who spend $30k-$40k a year for this. At this point, that is a little too steep for me, but trying to find a happy middle ground. Any advise?

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7
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James Dager
8
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7
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James Dager
Replied

@Sean O'Keefe & @Aaron Zimmerman I'm happy to be open about finances so maybe you can steer me in the right direction. We have four doors (including a primary) and between my wife and I, we make between $450k-$500k annually. 

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