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Tax, SDIRAs & Cost Segregation
HomeForumsTax, SDIRAs & Cost SegregationAccountant recommendations to maximize REI benefits?
Paulo B.'s profile image
Paulo B.'s profile image
Paulo B.
  • from San Diego, CA
  • Member since Aug 23, 2017
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Paulo B.'s profile image
Paulo B.'s profile image
Paulo B.
  • from San Diego, CA
  • Member since Aug 23, 2017
Connect
Paulo B.
  • San Diego, CA
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Tax, SDIRAs & Cost Segregation

Accountant recommendations to maximize REI benefits?

Paulo B.
  • San Diego, CA
Posted Mar 24 2023, 09:38

Hello!

I've recently learned that my current accountant missed a CA form in my filings. With this in mind, I feel like they might not be as good as I thought they are and am worried that I am not getting the maximum benefits on this aspect (REI) of my finances. Any tried and tested local recommendations? TIA!

San Diego, California
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