Looking for a proactive tax advisor to assist with 2025 tax planning

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by a searcher from University of Illinois at Urbana-Champaign
in Chicago, IL, USA

6mos ago

Looking for a proactive tax advisor to assist with 2025 tax planning

I am an entrepreneur and real estate professional looking for a tax advisor that can help with tax planning forredactedI have active fee income and real estate income and I am an owner of several companies. My current CPA handles my real estate investments and my personal tax return, but I am looking for someone that can provide proactive advice on tax strategy (e.g., S-corp elections, 401K contributions, etc.) for my specific situation given increased fee and business income in 2025 relative to prior years. Does anyone have a recommendation for someone that may be able to help with something like this?

1 Like

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reply by an intermediary 6mos ago
from University of Washington in Chicago, IL, USA

Chris Lee, redacted He saved me a ton on my last acquisition

reply by a professional 6mos ago
from Harvard University in Lynbrook, NY 11563, USA

David Greenspan at Neuman Klein is your man. redacted