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Updated over 9 years ago on . Most recent reply presented by

Account Closed
  • Austin, TX
0
Votes |
22
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Referral for CPA specializing in Solo 401K needed, preferrably Austin/Texas

Account Closed
  • Austin, TX
Posted

Hello,

I'm looking for a CPA preferably based out of Austin metro or at least Texas who specializes in Solo 401K. Need help around UBIT, real estate, etc.

I see the firm, IRA Financial Group (http://www.irafinancialgroup.com), offers direct CPA services in addition to helping setup accounts - does anyone have experience working with them in any capacity? I searched the threads on BP and there is not much feedback so far oon them.

Thanks.


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Bryan Hancock#4 Off Topic Contributor
  • Investor
  • Round Rock, TX
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Bryan Hancock#4 Off Topic Contributor
  • Investor
  • Round Rock, TX
Replied

I spoke with @Nathaniel Busch a few weeks ago about our returns and he provided a lot of solid advice.  He should be someone you consider if you're okay with your accountant being outside of Austin.  

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