West Coast CPA for Tax Planning - rentals / self directed 401k

West Coast CPA for Tax Planning - rentals / self directed 401k

Smyrna, GA · Member since 2017 · 41 posts · 14 votes

Looking for a CPA for Tax Planning that is specialized in rental real estate and self directed IRAs. Preferably someone on the west coast. 

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Michael PlaksPro Member
Tax Accountant / Enrolled Agent · Houston, TX · Member since 2014 · 5k+ posts · 6k+ votes
7y

@Frank Z.

Here're some CA-based colleagues of mine: @Brian Schmelzlen, @Jana Cain, @Matt Ward

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  • Michael PlaksPro Member
    Tax Accountant / Enrolled Agent · Houston, TX · Member since 2014 · 5k+ posts · 6k+ votes
    7y

    @Frank Z.

    Here're some CA-based colleagues of mine: @Brian Schmelzlen, @Jana Cain, @Matt Ward

  • Lender · NJ NY PA CT GA FL, Puerto Rico · Member since 2015 · 213 posts · 111 votes
    7y

    @Frank Zondlo check out “refresh your wealth” podcast - abundance of knowledge when it comes to tax, real estate and IRAs/Solo401k; I opened with them few accounts some time ago, reasonably priced.

  • Smyrna, GA · Member since 2017 · 41 posts · 14 votes
    7y

    @Michael Plaks, @Brian Schmelzlen , @Jana Cain , @Matt Ward

    I would like a long term relationship with a CPA / Tax planner who I can bounce ideas off of throughout the year. I've got a bunch of questions already prepared and a plan I would like to talk through based on my research. 

    I've got questions around:

    - Using a Partnership LLC to take advantage of the 20% pass through deduction

    - Creating an LLC as a holding company for my rentals and using accelerated depreciation to defer taxes so I can fund more deals

    - Creating a SoloK and maxing out the 55k/yr contributions

    - Accelerated depreciation on improvements to the portion of my house used for AirBnB

    - How to offset more of my W2 income (currently the majority of my income)

    Feel free to reach out if you think it's a good fit. If you send me a PM i can send you my personal number or if you give me a number where I can reach you I will give you a call. Thanks.

  • Michael PlaksPro Member
    Tax Accountant / Enrolled Agent · Houston, TX · Member since 2014 · 5k+ posts · 6k+ votes
    7y

    @Frank Z.

    Thank you for your interest. This site's rules prohibit service providers from contacting you directly. You would need to initiate the contact yourself by sending a connect request and a private message.

  • Smyrna, GA · Member since 2017 · 41 posts · 14 votes
    7y

    Oh, I didn't realize that. I will reach out. Thanks for the heads up.

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