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User Stats

7
Posts
2
Votes
Melissa Weinberger
  • New to Real Estate
  • Scottsdale, AZ
2
Votes |
7
Posts

Seeking Referrals: Tax Advisor

Melissa Weinberger
  • New to Real Estate
  • Scottsdale, AZ
Posted Jun 6 2024, 11:07

Hey BP community! I hope this post finds you well. I'm on the lookout for highly skilled...

📊 Tax Advisor

If you know someone who operates in Oklahoma or Texas and has a stellar track record, I'd love to hear from you!

Your recommendations are invaluable to me, and I'm truly grateful for any leads you can provide. Feel free to comment below, send me a message, or tag someone who fits the bill.

Thank you for your support and assistance! 🙏

Melissa

User Stats

2,126
Posts
774
Votes
Bill Hampton
Tax & Financial Services
Pro Member
#1 New Member Introductions Contributor
  • Tax Strategist, Financial Planner and Real Estate Investor
  • Atlanta, GA
774
Votes |
2,126
Posts
Bill Hampton
Tax & Financial Services
Pro Member
#1 New Member Introductions Contributor
  • Tax Strategist, Financial Planner and Real Estate Investor
  • Atlanta, GA
Replied Jun 7 2024, 00:31

@Melissa Weinberger

I recommend finding an accountant specializing in real estate taxation. You may want to consider working with your accountant remotely to expand your options.

I would also recommend looking for a tax strategist willing to work with you throughout the year, not just when preparing your tax return. 

You want an accountant who can help you strategize and who is responsive when you want to know the tax consequences of the financial decisions you are making throughout the year.

Good luck.

User Stats

7
Posts
2
Votes
Melissa Weinberger
  • New to Real Estate
  • Scottsdale, AZ
2
Votes |
7
Posts
Melissa Weinberger
  • New to Real Estate
  • Scottsdale, AZ
Replied Jun 7 2024, 11:33

Hi Bill,

Thank you for the reply! I see that you're an investor and advisor. Do you specialize in Real estate taxation? How much would it cost to set up an initial consultation with you?


Cheers,

Melissa

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