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Updated over 2 years ago on . Most recent reply presented by

Rene Bee's profile image
Rene Bee's profile image
Rene Bee
  • Rental Property Investor
  • from New York
  • Member since Apr 25, 2018
  • Posts 64
  • Votes 15
  • Experience 6 Yrs
  • Investments 1

User Stats

64
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15
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Rene Bee's profile image
Rene Bee's profile image
Rene Bee
  • Rental Property Investor
  • from New York
  • Member since Apr 25, 2018
  • Posts 64
  • Votes 15
  • Experience 6 Yrs
  • Investments 1
Rene Bee
  • Rental Property Investor
  • New York
15
Votes |
64
Posts
Tax, SDIRAs & Cost Segregation

CPA wants to see previous tax returns before intro call

Rene Bee
  • Rental Property Investor
  • New York
Posted

Hi Everyone, 

I am currently looking for a CPA with real estate experience.  Please send any recommendations.  I reached out to 2 CPA's and both said they wanted to see my previous returns BEFORE setting up an intro call.  Is this normal?  My goal is to set up a 15 minute intro call to see if the CPA is the right fit. 

The IRS website says not to share any returns when making an inquiry but both CPA's are saying this will help them determine pricing and is more efficient.

Thoughts?  

CPA recommendations also appreciated!

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Russell Brazil's profile image
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Russell Brazil
  • #3 All Forums Contributor
  • Real Estate Agent
  • from Washington, D.C.
  • Member since Oct 20, 2012

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Russell Brazil's profile image
Russell Brazil's profile image
Russell Brazil
  • #3 All Forums Contributor
  • Real Estate Agent
  • from Washington, D.C.
  • Member since Oct 20, 2012
Russell Brazil
  • Real Estate Agent
  • Washington, D.C.
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Russell Brazil
  • Real Estate Agent
  • Washington, D.C.
ModeratorReplied

Seems pretty normal to me.

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