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Updated 9 days ago on . Most recent reply

User Stats

12
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10
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Bethany Peysen
10
Votes |
12
Posts

Finding a Tax Strategist-TX & OK LTR

Bethany Peysen
Posted

This has been a struggle for us. We live in the DFW area with LTR's in TX and OK, but will be selling our TX properties soon to invest more in OK. We have a healthy C Suite W2 position that has to be factored into our tax situation, but would like to grow our business and invest smart. Our current CPA is in Oklahoma and we interviewed him to see if he would be a good fit and offer strategy for us. However, we havent seen much of that and can't get even a basic email answered in re to growth or strategy within a week. I have acquired a list from he BP tax specialist resource, but would really prefer a referral if possible. Any advice is welcome. Thank you!

  • Bethany Peysen
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