Looking for a good tax advisor/wealth management firm (USA)

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by a searcher
in USA

9mos ago

Looking for a good tax advisor/wealth management firm (USA)

I'm looking for a tax advisor/wealth management firm in the USA. I'm currently doing everything using HR Block and using google for advice, but things are getting a bit beyond my expertise and available time. I'm currently involved as an LP in one investment and have an additional K-1 income beyond my W-2. Potentially adding some additional LP income next year which should not trigger a multi-state filing. Local options seem to all be ~1% of AUM +~$1500 to file which is a bit steep for the level of advising I need and a big jump from what I am currently doing. $450 vs $~25,000. I'm interested in how others are handling this either locally or online. Thanks!

1 Like

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reply by a professional 9mos ago
from Brigham Young University in Salt Lake City, UT, USA

If you're still looking for a tax advisor, I would be happy to help. redacted

reply by a searcher 9mos ago
from City University of New York, Brooklyn College in New York, NY, USA

If you're still looking for a tax advisor, you can contact Asad at redacted He's already working with business owners online all over the US as their tax advisor.