Howdy All,
I'm looking for recommendations for a CPA. Georgetown preferred but willing to drive if they are awesome.

I'm a doctor with 3 practices so multiple revenue streams. W-2, 1099 income. Have land in a family trust with me as trustee. Need tax strategy, estate planning, maybe a defined benefit plan, the works.

Thank you!

I drive up from Bastrop to see Patrick Ward in Round Rock once a year. Knows his stuff. We're not as complex as you are but he's handled all of our issues easily. He's gotten several of my friends out of tax jambs that other CPAs didn't catch.

https://ward-tax.net/

https://www.mycorbookkeeping.com/

Todd Miller at MLR, great guy, great Aggie! - https://www.mlrpc.com/who-we-are/meet-the-team/todd-miller/

They are another good firm, downtown Georgetown - https://www.cdbradshaw.com/

We have an office in both Georgetown and Austin - Plus 4 Aggie CPAs.

Carplang.com
512-795-0300

Joe Langford 85

Let me know when you find one

I have cycled through cpas who I'm usually educating on strategy

They all claim to be experts in planning but I have yet to find a good one for hnw planning past the basics

FinalCylon said:

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Howdy All,
I'm looking for recommendations for a CPA. Georgetown preferred but willing to drive if they are awesome.

I'm a doctor with 3 practices so multiple revenue streams. W-2, 1099 income. Have land in a family trust with me as trustee. Need tax strategy, estate planning, maybe a defined benefit plan, the works.

Thank you!

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In my experience, accounting firms are great at bookkeeping , tax return prep, and business formation structures (i.e. corp vs sole proprietor) but it is an exception when they are also great at tax planning.

It is self serving for me to say as a planner but what you likely need is a financial planner for most of the issues you list, probably partnered with a CPA and an estate attorney.

Vk-c.com

Shaye Tackett undergrad A&M, UT Law.. CPA and Estate Bar Certified. Handles our Family Office. she and her team are pretty good at structure..