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All Forum Posts by: Hank Harris

Hank Harris has started 1 posts and replied 3 times.

Post: Selecting a Tax pro when starting out

Hank HarrisPosted
  • Renter
  • Charlotte, NC
  • Posts 4
  • Votes 3

Thanks, @Daniel Hyman! Those are good questions. My day job is as an analyst, so I like to have a well rounded quiver of questions handy before I dive into meeting with folks. I always want to be respectful of other people's time by having my questions organized in advance. I really appreciate your input!

Best,

Hank

Post: Selecting a Tax pro when starting out

Hank HarrisPosted
  • Renter
  • Charlotte, NC
  • Posts 4
  • Votes 3

Thanks @Basit Siddiqi and @Bill Hampton! I appreciate the quick response; very helpful! I did attempt to ask for a recommendation on my very first rookie post, but the admin sent me to time out - apparently asking folks to name some names is a no-no. I have a couple of friends that are real estate investors, and I'll ask them for recommendations.  I'd like to identify a tax pro before the season gets crazy. 

For a phone interview with candidates, I should ask about experience in my local area (NC & SC), correct? Any other suggestions for critical questions to ask? 

Again, I really appreciate the insight you both bring to this topic!

Post: Selecting a Tax pro when starting out

Hank HarrisPosted
  • Renter
  • Charlotte, NC
  • Posts 4
  • Votes 3

Two part question:
Part One: if you're just getting started and intend to do one small local multifamily in 2021, but more down the road, would you use a local tax pro, and how would you find a qualified one?
Part Two: would you use that same tax pro for your personal taxes?

Thanks!