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Tax, SDIRAs & Cost Segregation

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Daria B.
  • Rental Property Investor
  • Gainesville, FL
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in search of CPA...duties

Daria B.
  • Rental Property Investor
  • Gainesville, FL
Posted Jan 5 2018, 17:18

Didn't know where else to post this....

For those that have CPAs whether for the first time or habitual use, do you get an electronic organizer each  year to fill in all your 1099- info, w2 (if you have), SchE data, etc or do you just give your forms to your CPA and let them key in all the info. I'm curious if spending that much time to key in the same info that the CPA will be putting into the software, seems like double duty.

I know professional software save the information that is carried forward to the next year to make it easy to update or enter information. Such as address that will likely be the same so it's already there and for the rentals (SchE) that info is there but expenses will be updated.

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