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15
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7
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Jeremy Williams
  • Investor
  • Novato, CA
7
Votes |
15
Posts

ISO real estate savvy tax person

Jeremy Williams
  • Investor
  • Novato, CA
Posted

HI BP! My wife and I are looking for a new tax person that is well versed in the following:

1. 1099 Self Employed returns and W2 (we do both) 

2. Real Estate Agent write-offs (California tax laws would be best) 

3. depreciation, write-offs, expenses, and all things that come with Rental Ownership and Management

4. Market savvy with a knowledge and understanding of current the economic environment and how to tax strategize for the future.

5. Alternative investment management (crypto / syndications /etc)

Any recommendations are appreciated!

J-

  • Jeremy Williams
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