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CPA recommendation

1,123 Views | 8 Replies | Last: 28 days ago by SFarver
FinalCylon
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AG
Howdy All,
I really appreciated the feedback on the land questions.

Any recommendations for a great CPA who is good with doctors. I need tax optimization/strategy, land trust, help with a possible defined benefit plan. The works.

I'd prefer Georgetown but am willing to drive for an awesome guy or gal.
Baby Billy
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AG
Sounds like you need more than just a CPA
FinalCylon
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AG
Brother you're not wrong.
nactownag
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AG
My firm is a fee only RIA offering investments, tax planning and preparation and estate planning in house.

www.holisticplanning.com
Husky Boy Jr.
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AG
I think Brian at Benedict McCabe might be a good fit for this. https://www.benedictmccabe.com/team

They are in Westlake although I have never visted them in person (all my meetings are google meet) and I don't know what they do in terms of virtual vs in person meetings.

If you want a referral let me know and we can connect.
Pinochet
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There is a firm called Cain Watters in Dallas that specializes in this. I have sent a few people that direction and all are very happy. The whole team there is really good.
Azeew
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J_Landes89
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AG
I'd love to connect you to my business partner.. checks your boxes and then some. John@fourthpointrealestate.com is email.
SFarver
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AG
FinalCylon said:

Howdy All,
I really appreciated the feedback on the land questions.

Any recommendations for a great CPA who is good with doctors. I need tax optimization/strategy, land trust, help with a possible defined benefit plan. The works.

I'd prefer Georgetown but am willing to drive for an awesome guy or gal.
I may be too late on this as you may have found someone already. The company I work for specializes in tax mitigation strategies. We are based in Dallas but could set up a zoom call to hear about what you are looking for and make some recommendations. Feel free to DM me if you want to have a call. If you want to research the company it is dannahinvestments.com. Good luck with whatever you decide to do.



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