REI, Taxes and Military

[Michele Z.]

It's tax time of year!

We're new to investing and will be purchasing our first property this year. Since we're hoping to acquire multiple properties we felt it was time to look for someone new to do our taxes and provide advice for financial planning and future REI. But we're a bit confused and aren't sure exactly which type of tax professional fits our needs.

Now for the fun part, we're an active duty military family, so we move around. We're looking for someone who works remotely and is familiar with military life. At the moment, he's a resident of one state, and I'm a resident of another. We currently live in Brooklyn but will be heading to Augusta, GA later this year. 

This year's taxes shouldn't be too hard, we don't itemize yet. But we do need to talk about changing our systems to accommodate itemization for 2020. We also need to make a plan for setting up a trust for our son and have been unsuccessful finding an attorney or planner to work with our situation. Multiple residencies seems to throw many people for a loop.

Definitely looking for someone who looks at the big picture.

I have one lead for an enrolled agent, but I'm not that familiar with that designation. Would a CPA fit what we're looking for? Is there another title I should be looking for?  Any guidance is appreciated. I think I need to be pointed in the right direction for further research.

Thank you!