ISO - Strategic Tax Planning Partner in South Carolina

[Josh Corriveau]

My wife and I are both W-2 earners and are looking for a strategic tax planning partner to help us identify ways to leverage our long-term rentals, real estate brokerage, and potential short-term rentals to minimize our tax burden.

We are open to accountant recommendations form all over, though would prefer someone local to the Charleston, SC area or at least in the Carolinas.

Thank you!

[Bill Hampton]

@Josh Corriveau

You came to the right place. Bigger Pockets is a great place to find a real estate tax strategist.

A good real estate tax strategist can save you thousands of dollars by leveraging entity selection and formation, tax deductions, cost segregations, bonus depreciation, 1031 exchanges and tax planning.

I recommend finding a strategist specializing in real estate taxation, business taxation, financial planning and tax planning.

Consider working with your strategist remotely to expand your options.

I would also recommend looking for a strategist willing to work with you throughout the year. You want an accountant who can help you strategize and who is responsive when you want to know the consequences of the financial decisions you are making throughout the year.

Good luck.