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Updated about 3 years ago on . Most recent reply presented by

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Josh Wong
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6
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Looking for CPA for Out-of-State Investments

Josh Wong
Posted

Hello,

I currently live in the CA Bay Area, but became a recent investor in another state. Curious if 1) do people recommend finding a CPA that is local to them, or a CPA more knowledgable in the state they are investing in, and 2) based upon 1, have any recommendations for a CPA?

My goal is to become a long-term investor with multiple doors, so in it for the long haul as a client. For now though, just need to start properly preparing my tax situation.

Thanks,

Josh

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