Looking for a tax strategist / CPA!

[Matthew Heffernan]

Hey BP, I've been slowly dipping into rental properties and want to make sure I'm optimizing our tax strategy.

I'm looking for a tax strategist, or ideally a CPA that can add value in strategy to ensure I'm getting the lowest possible effective rate.

thank you!

[Chris Davidson]

Hey @Matthew Heffernan not being familiar with your area, I can tell you how I found mine. I searched for enrolled agents many websites like this one. Found which ones were CPA's as well and read some reviews on them. Found a few and asked what it would cost for a tax planning meeting. This was the best money spent. No one wanted to give advice out for free but when you as how much for a tax planning consultation they know you are serious and will be a good client.

Best of luck!