How to find a Tax/Investment/Financial advisor?

Jul 4, 2021 9 Comments

In the last few years, I have done all the tax myself through Turbo tax. I have a property management company handling my investment property, but still do the yearly end investment property related tax myself. I also started a little Crypto, and begin to research college 529 plan, mega back door IRA … etc.

I realized these things are getting beyond me as I grow older and if I want to do better management about my money. I am also thinking about to make a Trust or LLC for my assets, but not sure how to get start.

How/where do I find a trustworthy good financial/tax/investment advisor to help me with all these work? Thanks!

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TOP 9 Comments
  • UST
    Guyk17

    UST

    Guyk17
    I am responding here , as I posted a similar question . If you want a real estate specifc tax advisor , there are couple of good folks on Biggerpockets . I read teh full book from Amanda Haan , they seem super knowledgeable

    But My experience is that - most of them are mediocre at best . I am sure there are real talented one's who can genuinely help , but its not easy to find . Another challenge is some of the good ones , they charge a high intake fee such as 5k or so , they could be very good , but unfortunately it's a gamble to put in 5k , what if you learn that they are just like every other company , find another one and put another 5k . So if you have a close friend/colleague who benefited and can refer , 5k is really not that much
    Jul 4, 2021 1
  • New
    :-(&#.._

    New

    :-(&#.._
    I did the same, I have an LLC to manage and hired a tax advisor last year. PM me for a referral. They saved me a good 15% in taxes already and I expect that to grow as they keep advising me on how to manage multiple things.
    Jul 4, 2021 4
    • New
      :-(&#.._

      New

      :-(&#.._
      Before you sign up, they do an assessment of your situation which is great
      Jul 4, 2021
    • Netgear
      lostping

      Go to company page Netgear

      lostping
      How much is the cost? Are the advisors or more of tax accountant?
      Jul 4, 2021
  • Amazon
    lorire

    Go to company page Amazon

    lorire
    L
    Oct 16, 2021 0
  • Netgear
    lostping

    Go to company page Netgear

    lostping
    What tc are you guys using these advisors?
    Jul 4, 2021 0