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Updated about 5 years ago on . Most recent reply

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Gregory Jansen
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Need a 1031 and CPA professional

Gregory Jansen
Posted

Hi I sold a duplex and purchased two properties in Phoenix with a 1031 exchange. Long story short, my longtime tax preparer was not available to do my taxes for 2019 and I had to scramble and do them myself and get them filed quickly. 

I am looking for a CPA or tax preparer who can basically check my work. If I have to amend my return, fine. I will need someone who fully understands 1031 exchanges, not just someone who has done one or two.

Now that I am invested in a property, I will need some financial guidance, such as rent or sell, exchange for another when it's done being rehabbed, etc.

Tax strategist, financial planner, that kind of thing. Phoenix area.

Thanks in advance for your recommendations!


Greg


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