Finding a Tax Professional

[Connor Mckelvey]

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?

[Bill Hampton]

@Connor Mckelvey

Are you comfortable working with your CPA remotely? If so you open yourself up to a larger pool of candidates. There are 20+ CPAs and accountants on this site that specialize in real estate taxation. Reach out to a few and see who you like. 

Good luck and let me know if you have any questions. 

[Eamonn McElroy]

@Connor Mckelvey

If you're looking for someone local that you can get face time in with, add Riki Singh in Denver to your short list of prospects (google him).