Okay I tried to ask for a Maine specific CPA referral -- one that is comfortable working with a SDIRA. Now I can potentially see why I got no response for days, I've tried to speak with several CPA accountants and they either:
a) said something which tells me they have no idea about it and I'd be paying for them to research or,
b) paraphrase...that is a dumb, stupid idea drummed up by people looking to hit you with fees, I would not take on a client who tries to do that (SDIRA)
I know Maine as a state is not the most progressive but either hundreds of people on this site are in the scamming business, or the folks I have spoken to have their head in the sand....geez, if I could find just one he/she might be able to carve out a specialized practice for themselves
I get that the primary tax laws are federal so I could go out of state...maybe that is the play but if possible I would like someone close by for thoughts, advice, and convenience (not just for Sdira). Is there a national referral network where somebody can help locate the right resource. I live in Portland Maine but anywhere in Maine would be good.
Greatly appreciate in advance!
I am in no way considering any feedback here as financial or other advice, I'm merely soliciting suggestions on where to look for myself!
@Bernie Huckestein - The problem with finding people doing this type of work and looking for area specific referrals is that many CPAs, EAs, etc that specialize in real estate and have knowledge in this aren't typically found in your backyard.
I'd look around on this website and see who pops up and makes sense in their strategy and commentary. Have a phone conversation and check out how responsive they are. Many of the advisors you will find on this site are better prepared, more focused on Real Estate and will actively work with you.
I understand the comfort level of having someone local that you can drop in to see, but most of the time a phone conversation or an email is what really suits the bill.
Best of luck!
I'm going to go ahead and second Jake's recommendation- He's someone I'd recommend you reach out to. There are a handful of great CPAs/EAs here on the forums. I don't believe any are in Maine- But mot work remotely and do an excellent job keeping in touch.
Reach out to several CPAs on here, and see who you are most comfortable with. As Natalie and Jake mentioned, most of us work remotely with clients.