A lot of advice I've gotten is that a CPA isn't strictly necessary when starting out, but there are a few reasons I want to make it a priority.

-- We do already have one property in service (our old primary residence) and there's still time in 2025 to maximize deductions against its income. Pretty sure I'd butcher that process if we try filing through TurboTax again. 

-- A focus of my family's 2026 investing strategy is tax efficiency. I want to make sure our record keeping, bookkeeping, and ongoing W2 withholdings are all fully IRS-compliant from day 1.

-- Bring another expert onto my team, who can help maximize the overall strategy.

Now, how much to spend and for what services ...

Why am I posting these? 
Just trying to keep myself accountable as a new investor, flesh out my ideas in writing, and hopefully spark a few good conversations that I can learn from!