Investor · Dallas, TX · Member since 2014 · 34 posts · 8 votes
Hi all,
Does anyone have a good Tax strategist/CPA in the Kansas City area that they can recommend? Not just someone to file my returns, but who can give advice and help me develop a game plan for lowering taxes in my employment income and real estate investment income?
I was leaning toward Strategic Tax Partner in Gladstone, but a few poor reviews make me hesitant. Thank you in advance!
Sidney King
@Sidney King we tried a few local people. Two were terrible one was decent but overwhelmed. None had great tax strategy or planning. We use Hall CPA out of NC now - they are amazing. Just helped us saved roughly 70k in taxes for 2019, not making that number up. Really glad we did a year-end review with them.
@Sidney King we tried a few local people. Two were terrible one was decent but overwhelmed. None had great tax strategy or planning. We use Hall CPA out of NC now - they are amazing. Just helped us saved roughly 70k in taxes for 2019, not making that number up. Really glad we did a year-end review with them.
Thank you for the suggestion! I feel like I’ve looked through hundreds of CPA’s over the last couple of days. How did you end up working with someone out of state? Do you have business in NC as well or is all correspondence done by phone, email etc?
@Sidney King he was on the podcast a couple of times. We did a bunch of research, interviewed a few different people. We had already worked with two local people and weren't happy with the service. Hall CPA specializes in helping REIs. One of the best decisions we made this year was moving over to them. I hope that helps.
@sidney king I would suggest Bevs Tax Service out of Gladstone or Creative Planning in OP. There is a large cost difference but have had good experiences.