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Updated about 5 years ago on . Most recent reply

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Daniel Ng
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15
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JM Consulting Group CPA Tax Planning San Francisco

Daniel Ng
Posted

Hello Bigger Pocket community

Has anyone used JM Consulting Group based out of San Francisco for tax planning strategies? I was referred to them from a lender, specifically to Jessie Moy CPA who specializes in Real Estate tax planning strategies. I spoke to her briefly over the phone and am interested in doing a tax planning consultation with them but before I pay their hourly consultation fee which may add up to around 2K+ I want to see if anyone currently uses them for tax planning needs. I've heard that a good matter of practice is to find great professionals to add to your investing team and don't hesitate to pay their fees if you believe it will help add value to your investment plan. What's the general consensus on this? 

Thanks everyone!

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