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Updated over 9 years ago on . Most recent reply

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Rivy S.
  • Silver Spring MD
116
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198
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Tax Adviser in North Dallas

Rivy S.
  • Silver Spring MD
Posted

Hi,

Does anyone have a recommendation for a tax adviser in North Dallas? Preferably someone who has extensive experience with real estate investors.

Thanks!

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Jon Klaus
  • Developer
  • Garland, TX
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Jon Klaus
  • Developer
  • Garland, TX
Replied
Originally posted by @Rivy S.:

@Marc Dupuis In my head I know you're right, but somehow I'm still kind of old fashioned and want to be able to meet with an advisor face to face.  And this despite being an IT professional...

  I feel the same way. I look at the CPA relationship as ideally a long term, maybe even lifetime relationship. Where the CPA knows my finances, tax situation, family needs, history, goals and experience, inside and out.  Think Liam Neeson and Ben Kingsley in Schindler's List.  I guess I'm old-school, too. 

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