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Tax, SDIRAs & Cost Segregation

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Hamza Ahmad
  • Rental Property Investor
  • Austin, TX
1
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Looking for a tax professional to

Hamza Ahmad
  • Rental Property Investor
  • Austin, TX
Posted Feb 17 2023, 13:29

I have always only filed my personal taxes using TurboTax. I'm finally now wanting to outsource this responsibility to a proper tax professional (CPA, tax attorney, EA, etc). How did you find your current accountant? Any referrals for folks in Texas? I live in Austin, TX but open to referrals from other states.

Here are my current tax filing requirments:

* Married but filing separately this year. May file jointly next year if it makes sense

* W2 income

* private equity as ISOs (not exercised)

* rental real estate income in different states (TX and GA)

* sold and bought real estate using 1031 exchange in a different state (GA)

* planning on adding local small business income in the next year

* planning on adding income from online SaaS sales

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Steven Hamilton II
Pro Member
  • Accountant, Enrolled Agent
  • Grayslake, IL
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Steven Hamilton II
Pro Member
  • Accountant, Enrolled Agent
  • Grayslake, IL
Replied Feb 17 2023, 14:42

Not very many people I'd refer you to for trusting that situation. I would tag @Natalie Kolodij and @Jake Hottenrott

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Abhi Acharya
  • Investor
  • Atlanta, GA
104
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174
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Abhi Acharya
  • Investor
  • Atlanta, GA
Replied Feb 17 2023, 15:22

You should talk to Investor Friendly CPA/@Ashish Acharya

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Michael Plaks
Pro Member
#1 Tax, SDIRAs & Cost Segregation Contributor
  • Tax Accountant / Enrolled Agent
  • Houston, TX
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Michael Plaks
Pro Member
#1 Tax, SDIRAs & Cost Segregation Contributor
  • Tax Accountant / Enrolled Agent
  • Houston, TX
Replied Feb 17 2023, 16:04

@Hamza Ahmad

This forum has 20+ of us tax professionals specializing in real estate. Just browse this very forum. 

Our great state of TX does not add complexity. GA does, as there is a state tax return for GA.