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Tax, SDIRAs & Cost Segregation

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29
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Connor Mckelvey
  • Rental Property Investor
  • Boulder, CO
10
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29
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Finding a Tax Professional

Connor Mckelvey
  • Rental Property Investor
  • Boulder, CO
Posted Jan 20 2020, 18:22

I purchased my first investment property in April of 2019. Now that it is January 2020, I want to start getting everything prepared to file taxes.

My main source of income is as a W2 employee through salary, bonus and RSUs.

I have various other investments like 401k, HSA, and taxable brokerage accounts.

For all of my income earning life, I’ve just been filing taxes with Turbo Tax.

Now that I own a investment property, I feel like I’m breaking away from what Turbo Tax is best at.

I’m not in a place where I feel like I need to worry about tax avoidance (I probably can’t beat the standard deduction yet), but I would like to find a tax professional / CPA and establish a relationship as I start investing more.

How can I go about finding such a person for individuals / small-time real estate investors?

Anyone have any recommendations in the Boulder / Denver, CO area?

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