What type of Tax/Financial Professional do I need?

[Sacha LaCoss]

So taxes and planning are finally getting outside my abilities I think.  We currently have:

W2 income with 401k  & live in CA 

Slow Live in flip in CA that will  done in about a year 

Sole Proprietorship in CA-very small side hustle but went legit as it is growing (hope to open a self directed IRA next year)

Rental properties in NM 

Vacant improved land to develop in NM-in the next few years 

Plans  to purchase additional rentals in the next few years in yet another state-undecided where. 

I want someone who can help me make good decisions now as we plan for the future.  

I’m an obsessive record keeper and use Quickbooks for the sole proprietorship and keep binders for each property so I would be able to hand over good books every year.  I don’t need help with that.  

I need help with understanding taxes and implications to make good decisions as we move forward and to complete federal and state taxes yearly in the most advantageous manner given our situation. 

 I  know enough to know I do not know enough and I do not have the time to learn enough to do it on my own anymore.  But I’d expect the professional to be willing to explain things and the pros and cons of each decision.  

Do I need two different professionals to accomplish my goal? 

[Brad Piper]

Sacha, I echo what Brandon said. Most personal/small business CPAs should be able to help you both strategize how to structure your business from a tax perspective, as well as help you work through all the necessary forms and filings to make your businesses legal structure as efficient as possible.