Can anyone recommend a CPA that works with clients managing their own self-directed 401K retirement accounts? Just starting out with my SD401K and ready to connect with a professional for tax strategy and filing.
I live in Lafayette, so looking for someone preferably in Contra Costa County.
I don't know anyone in that area but Amanda Han who is also here in California may be a good resource. @Amanda Han
@Jason Jennings I agree with @Mark Nolan . You shouldn't worry about physical proximity to your CPA. RE specific and solo401k knowledge are at a federal level for 99% of everything. You should find a CPA who knows those things. If they also happen to be near you, all the better.
@Linda Weygant is the CPA I use and she also invests with SDIRA and solo401k.
I'm glad this question came out. It was my very next one. Thanks all.
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