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Tax, SDIRAs & Cost Segregation

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Randy Hill
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CPA or EA For Self-Direct CA 568 Filing

Randy Hill
Pro Member
Posted Nov 30 2022, 18:48

I am trying to find a CPA or EA who knows how to complete the annual 568 LLC tax filing for a single member LLC self-directed IRA. Thanks

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Steven Hamilton II
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  • Accountant, Enrolled Agent
  • Grayslake, IL
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Steven Hamilton II
Pro Member
  • Accountant, Enrolled Agent
  • Grayslake, IL
Replied Dec 1 2022, 08:50

Not that I can self promote but I know the mods will say I'm new of the few that does handle SDIRA filings. @Natalie Kolodij I won't get yelled at right?

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Natalie Kolodij
Pro Member
  • Accountant
  • Charlotte, NC
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Natalie Kolodij
Pro Member
  • Accountant
  • Charlotte, NC
ModeratorReplied Dec 1 2022, 13:06

Correct- I'd definitely reach out to @Steven Hamilton II 

Not a form every tax pro deals with regularly but I know Steven does 

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Namit S.
  • Jersey City
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Namit S.
  • Jersey City
Replied Mar 21 2023, 22:11

Hi @Steven Hamilton II, just wanted to check that you are based out of Illinois but do help customers with filing California forms? CA 568 in this case?

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Steven Hamilton II
Pro Member
  • Accountant, Enrolled Agent
  • Grayslake, IL
2,322
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5,271
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Steven Hamilton II
Pro Member
  • Accountant, Enrolled Agent
  • Grayslake, IL
Replied Mar 27 2023, 13:49
Quote from @Namit S.:

Hi @Steven Hamilton II, just wanted to check that you are based out of Illinois but do help customers with filing California forms? CA 568 in this case?


 Yes, we have clients worldwide.