My wife and I are currently seeking a CPA that can help us develop a strategy on how and where to invest our money. We would like to learn how to use the tax code to our advantage. I would appreciate any information you could provide.
I recommend finding an accountant/financial advisor that specializes in real estate taxation over one that is local. You may want to consider working with your accountant remotely to expand your options.
I would also recommend looking for a tax strategist who is willing to work with you throughout the year, not just when preparing your tax return. You want an accountant that can help you strategize and who is responsive when you want to know the tax consequences of the decisions you are making throughout the year.
Good luck and let me know if you have any questions.
@Bill Hampton thanks for the insight. That’s exactly what I’m looking for.