Martinez, CA · Member since 2015 · 13 posts · 0 votes
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.
Specialist · Lakewood, CO · Member since 2014 · 1k+ posts · 1k+ votes
9y
@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 agree with @Bryan O.. Start with the knowledge and abilities you want in a CPA and then maybe filter by location. This becomes more important the more specialized the knowledge you're after tends to be.