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Tax, SDIRAs & Cost Segregation

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Jordan Erlewine
  • California
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Creative Aggressive CPA WANTED

Jordan Erlewine
  • California
Posted Nov 22 2018, 23:04

Hi,

I am currently in the market for an expert tax planner and preparer that focuses on small business and real estate. Just started real estate investing thanks to the growth of our small business. Looking for someone aggressive that knows the ins and out of the tax law and knows how to take advantage of every loop hole. An expert planner that can look at our finances and say this is what your w2 income should be, this is how much you should be investing in an Ira/401k, creative accounting, etc. 

Is that too much to ask? My experience lately is our cpas just handle the books and don’t tell us how to maximize deductions, how to maximize the new 20% pass through(if possible) or how much to sock away in investments. 

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