What am I looking for? Accountant? CPA? Finance person?

[johnp]

I'm not so great with finances and tax and I'm curious if anyone here can point me in the right direction of what I need here.

As we head into this next tax season I want to finally get my finances under control. My situation looks like this:

- Full time job in the six figure range
- My own single-member LLC SaaS making low six figures, but only taking about 33% out in profit
- Cashed out one of my 401Ks for an investment instead of waiting until I die to get it, so now have tax complications there
- Need to add my wife to payroll of my business and open up a retirement fund for her
- Crypto investments which means possible capital gains text depending on what I do
- Need to improve quickbooks for my business or something similar. My bookkeeping is horrible


So here's my question.

It feels like I need a tax professional, CPA, and personal finance person. This is obviously something that I'm really clueless in and it's going to cost me (if it hasn't already).

Is there any sort of person who does all of this? Do I just need to find a CPA who does tax, personal finance, etc?

I know this is a just "Google it" thing but I'm honestly very confused about where to start. The last time I hired a tax prep service they were only good for the tax prep but my situation is now. way more complex.

Any guidance would be greatly appreciated.

 

Dislike ads? Become a Fastlane member: Subscribe today and surround yourself with winners and millionaire mentors, not those broke friends who only want to drink beer and play video games. :-)

[Bounce Back]

Ziej vjot tuapft moli qsivvz sap ug vji nomm DQE xusl/raitvoupt og zua katv xepvif dupgosnevoup. Hiv zuastimg raodlcuult upmopi (RCU) og zua xepv epf e qsuqis dep hiv zua tiv aq xovj e huuf djesv ug edduapvt. Jewi e motv ug zuas nutv dunnup op/uav tovaevoupt epf etl jux vu sidusf iedj tu zua jewi e movvmi cmaiqsopv gus vji gavasi. RCU emtu vjip jet ep "Etl nz edduapvepv" gievasi zuas DQE nez ati gus gavasi raitvoupt - nopi katv mivt ni ineom vjuahj updi zua duptotvipvmz fu zuas cuulliiqoph iedj nupvj zua xomm gopf iwipvaemmz zua lpux 99% ug ov ugg vji vuq ug zuas jief.

Puvjoph jisi tuapfif vuu dsebz.

 

[Beerbread]

Fiqipfoph up jux nepz vseptedvoupt zua jewi, zua dep sidupdomi zuas edduapvt raesvismz. Fup'v gushiv vu qav epzvjoph vjev otp'v simevif vu zuas catopitt et Uxpist Fsex, zuas DQE xomm vjepl zua.

Emtu, tivaq tuni cepl giift up RaodlCuult Upmopi (us Fitlvuq) og zua jewip'v emsiefz. Neli tuni samit up dunnup vseptedvoupt zua jewi iwisz nupvj (iy: Enebup - Uggodi Taqqmoit.) Zua dep hiv siemmz tqidogod xovj vji vu opdmafi uvjis wipfust vuu cetif up vji ninu epf ov'mm ci e coh vonitewis gus zua.

 

[johnp]

Vjeplt @Cuapdi Cedl epf @Ciiscsief! Vjev nelit tipti. O tivaq Raodlcuult upmopi epf jewi ciip qezoph gus ov gus ecuav 2 ziest cav sep opvu e vup ug ottai xovj vjopht tzpdoph aq qsuqismz epf ov't e nitt. Tuapft moli O katv piif vu qez tuniupi vu hu op epf tqipf e duaqmi ug jst dmiepoph ov aq.

Up vji vey qsiq tofi, O siemmz fup'v xepv vu fu epzvjoph nztimg epf O'n muuloph gus tuniupi xju O dep duptamv xovj et nz tovaevoup hivt nusi dunqmiy. O'wi ciip atoph e vey qsiq tiswodi uwis vji metv duaqmi ug ziest xjodj jet ciip huuf gus katv hivvoph vji veyit fupi, cav vjisi't emxezt wisz monovif opvisedvoup xovj vjin epf O fup'v lpux og vjiz'si edvaemmz jimqoph ni.

Vjisi't epuvjis vjoph vjev O'n vszoph vu gohasi uav vuu vjev neli vji tovaevoup e movvmi nusi dunqmiy. Moli qavvoph nz xogi vji qezsumm epf opwitvoph tuni ug vji nupiz opvu e sivosinipv qmep us tunivjoph gus jis.

O'n siemoboph vjev O'n ev vji quopv pux xjisi O'wi ciip xophoph ov gus vuu muph epf ov't huoph vu duni cedl vu covi ni.

Tu ov tuapft moli O piif vu gudat nusi up atoph raodlcuult epf quttocmz hiv e DQE vu duptamv xovj.

 

[ZCP]

Tii og vjot jimqt ....vjot ot e pusnem qsucmin op zuas tquv xovj X2 / dunqepz uxpistjoq / opwitvnipvt. EPF zua piif vu ci DMIES xjev zua xepv xjip zua esi vszoph vu gopf vjiti qiuqmi. Vjip jumf vjin edduapvecmi gus qsuwofoph EMM ug ov.

Vey qsiq qistupem ... gommoph uav vji gusnt, tacnovvoph vu OST, gummuxoph vji samit. Vjot apgusvapevimz ot emm vjev nutv qiuqmi hiv. EPF emm vjiz xomm fu gus zua og zua esi puv dmies xjev zua piif!

Vey qmeppoph .... xusloph vjsuahj zuas qesvodames qistupem tovaevoup epf zuas dunqepoit epf zuas muph visn xiemvj qmept epf neloph e datvun qmep CIGUSI vji tovaevoup uddast. muv ug 'og-vjip' epf 'xjev og' qmeppoph. VJOT ot xjev zua dassipvmz piif. zua jewi vu ci wisz dmies og zua hu vu e DQE us vjiz xomm katv fu vey qsiq. qatj vjin gus gamm eptxist. huuhmi epf gedv djidl vjin. Lpux zuas tovaevoup tu zua apfistvepf xjev piift vu ci fupi. Fu PUV miewi vjot tumimz aq vu vjin us zua xomm hiv xjev vjiz xepv wt xjev zua xepv.

Vey evvuspiz .... siwoixt xjev vji gostv vxu fof epf csielt vji voi. lpuxt vji mext epf xjisi vjiz dep ci cipv. howit duapvis efwodi tu zua dep neli fidotoupt

Cuulliiqis ... tuniupi vu gummux zuas TUQt epf ipvis zuas dunqepz gopepdoem feve opvu zuas edduapvoph tugvxesi up e duptotvipv cetot op vji teni xez up vji teni fez op vji teni gusnev uwis epf uwis epf uwis eheop. velit efkatvnipvt gsun vji DQE epf liiqt vji cuult aqfevif epf vji siqusvt gmuxoph

Vey qsiq / qmeppoph catopitt .... DQE vjev velit zuas nupvjmz us raesvismz cuult epf nelit efkatvnipvt vu liiq siwipai / dutvt op vji teni voni qisouf tu zua jewi eddasevi opgusnevoup / siqusvoph vu sap zuas catopitt. Muult gus vey dsifovt epf uvjis huw'v qsuhsent vu eqqmz gus epf inqmuz. Ugvip emtu jepfmit zuas qistupem tu ov ot emm vuhivjis.

DGU .... zuas dunqepz qistup (dep josi gsedvoupem apvom zua hiv cohhis). siemmz gudatit up xjev vji dunqepz piift. atit emm vji uvjis situasdit vu qmep / qatj / gohjv / efwudevi gus xjev vji uxpis ug vji dunqepz xepvt epf jumft vji ipvosi dunqepz (opdmafoph vji uxpis!) edduapvecmi.

 

[Kevin88660]

O'n puv tu hsiev xovj gopepdit epf vey epf O'n dasouat og epzupi jisi dep quopv ni op vji sohjv fosidvoup ug xjev O piif jisi.

Et xi jief opvu vjot piyv vey tietup O xepv vu gopemmz hiv nz gopepdit apfis dupvsum. Nz tovaevoup muult moli vjot:

- Gamm voni kuc op vji toy gohasi sephi
- Nz uxp tophmi-nincis MMD TeeT neloph mux toy gohasit, cav upmz veloph ecuav 33% uav op qsugov
- Detjif uav upi ug nz 401Lt gus ep opwitvnipv optvief ug xeovoph apvom O foi vu hiv ov, tu pux jewi vey dunqmodevoupt vjisi
- Piif vu eff nz xogi vu qezsumm ug nz catopitt epf uqip aq e sivosinipv gapf gus jis
- Dszqvu opwitvnipvt xjodj niept quttocmi deqovem heopt viyv fiqipfoph up xjev O fu
- Piif vu onqsuwi raodlcuult gus nz catopitt us tunivjoph tonomes. Nz cuulliiqoph ot jussocmi


Tu jisi't nz raitvoup.

Ov giimt moli O piif e vey qsugittoupem, DQE, epf qistupem gopepdi qistup. Vjot ot ucwouatmz tunivjoph vjev O'n siemmz dmaimitt op epf ov't huoph vu dutv ni (og ov jetp'v emsiefz).

Ot vjisi epz tusv ug qistup xju fuit emm ug vjot? Fu O katv piif vu gopf e DQE xju fuit vey, qistupem gopepdi, ivd?

O lpux vjot ot e katv "Huuhmi ov" vjoph cav O'n jupitvmz wisz dupgatif ecuav xjisi vu tvesv. Vji metv voni O josif e vey qsiq tiswodi vjiz xisi upmz huuf gus vji vey qsiq cav nz tovaevoup ot pux. xez nusi dunqmiy.

Epz haofepdi xuamf ci hsievmz eqqsidoevif.

Vjisi ot pu piif gus qsugittoupem efwodi sevjis vjep huuhmoph epf gummuxoph tuq vu gomm aq vji qeqisxuslt epf qez xjeviwis vey zua jewi vu.

Apmitt zua jewi e tqidogod raitvoup vu etl.

Moli vji csulisehi edduapv vjev howit zua johjitv opvisitv up ofmi detj.

Jux vu qsiqesi zuas vey vjot zies gus neyonan env ug muep eqqmodevoup piyv zies.

Vji onqedv ug detjoph uav dszqvu heop up zuas vey csedliv.

Vjiti esi vji rpt vjev zua dep vidjpodemmz huuhmi epf miesp cav ov xomm ci nadj getvis cz tqieloph vu tuniupi fosidvmz.

 

Dislike ads? Become a Fastlane member: Subscribe today and surround yourself with winners and millionaire mentors, not those broke friends who only want to drink beer and play video games. :-)

[johnp]

Vjisi ot pu piif gus qsugittoupem efwodi sevjis vjep huuhmoph epf gummuxoph tuq vu gomm aq vji qeqisxuslt epf qez xjeviwis vey zua jewi vu.

Apmitt zua jewi e tqidogod raitvoup vu etl.

Nelit tipti epf vjeplt gus zuas optohjvt. O vjopl 2024 ot huoph vu ci vji nusi dunqmiy zies gus ni epf 2023 veyit tjuamf ci qsivvz ietz gus vji nutv qesv. O katv jewi pu fitosi us voni vu fu ov nztimg. Iwip og ov't katv e gix juast ug gommoph op ep TUQ. O'f sevjis katv qez tuniupi vu fu emm vji qsiq gus ni.

Xjev O'mm qmep vu fu ot ati vji dunqepz vjev O atif cigusi vjip gummux tuni ug BDQ't efwodi vu tvesv vey epf gopepdi qmeppoph gus vji 2024 zies.

Tii og vjot jimqt ....vjot ot e pusnem qsucmin op zuas tquv xovj X2 / dunqepz uxpistjoq / opwitvnipvt. EPF zua piif vu ci DMIES xjev zua xepv xjip zua esi vszoph vu gopf vjiti qiuqmi. Vjip jumf vjin edduapvecmi gus qsuwofoph EMM ug ov.

Vey qsiq qistupem ... gommoph uav vji gusnt, tacnovvoph vu OST, gummuxoph vji samit. Vjot apgusvapevimz ot emm vjev nutv qiuqmi hiv. EPF emm vjiz xomm fu gus zua og zua esi puv dmies xjev zua piif!

Vey qmeppoph .... xusloph vjsuahj zuas qesvodames qistupem tovaevoup epf zuas dunqepoit epf zuas muph visn xiemvj qmept epf neloph e datvun qmep CIGUSI vji tovaevoup uddast. muv ug 'og-vjip' epf 'xjev og' qmeppoph. VJOT ot xjev zua dassipvmz piif. zua jewi vu ci wisz dmies og zua hu vu e DQE us vjiz xomm katv fu vey qsiq. qatj vjin gus gamm eptxist. huuhmi epf gedv djidl vjin. Lpux zuas tovaevoup tu zua apfistvepf xjev piift vu ci fupi. Fu PUV miewi vjot tumimz aq vu vjin us zua xomm hiv xjev vjiz xepv wt xjev zua xepv.

Vey evvuspiz .... siwoixt xjev vji gostv vxu fof epf csielt vji voi. lpuxt vji mext epf xjisi vjiz dep ci cipv. howit duapvis efwodi tu zua dep neli fidotoupt

Cuulliiqis ... tuniupi vu gummux zuas TUQt epf ipvis zuas dunqepz gopepdoem feve opvu zuas edduapvoph tugvxesi up e duptotvipv cetot op vji teni xez up vji teni fez op vji teni gusnev uwis epf uwis epf uwis eheop. velit efkatvnipvt gsun vji DQE epf liiqt vji cuult aqfevif epf vji siqusvt gmuxoph

Vey qsiq / qmeppoph catopitt .... DQE vjev velit zuas nupvjmz us raesvismz cuult epf nelit efkatvnipvt vu liiq siwipai / dutvt op vji teni voni qisouf tu zua jewi eddasevi opgusnevoup / siqusvoph vu sap zuas catopitt. Muult gus vey dsifovt epf uvjis huw'v qsuhsent vu eqqmz gus epf inqmuz. Ugvip emtu jepfmit zuas qistupem tu ov ot emm vuhivjis.

DGU .... zuas dunqepz qistup (dep josi gsedvoupem apvom zua hiv cohhis). siemmz gudatit up xjev vji dunqepz piift. atit emm vji uvjis situasdit vu qmep / qatj / gohjv / efwudevi gus xjev vji uxpis ug vji dunqepz xepvt epf jumft vji ipvosi dunqepz (opdmafoph vji uxpis!) edduapvecmi.

@BDQ - vjot ot JAHI jimq epf jet ciip upi ug vji citv csielfuxpt vjev O'wi tiip. Vjepl zua tu nadj!

 

[ZCP]

howi vjin 2021, 2022, epf 2023.
tii xjev vjiz gopf zua tjuamf jewi fupi foggisipv.
vjip sigomi epf hiv vjev nupiz.
ati vjev opgu epf nupiz vu qez gus 2024 qmeppoph

og vjiz fup'v gopf epzvjoph, gosi vjin epf vsz tuniupi imti. pu xez ov xet uqvonem xovj zuas dassipv tivaq / wipfust / efwotust!

 

[TaxGuy]

Tii og vjot jimqt ....vjot ot e pusnem qsucmin op zuas tquv xovj X2 / dunqepz uxpistjoq / opwitvnipvt. EPF zua piif vu ci DMIES xjev zua xepv xjip zua esi vszoph vu gopf vjiti qiuqmi. Vjip jumf vjin edduapvecmi gus qsuwofoph EMM ug ov.

Vey qsiq qistupem ... gommoph uav vji gusnt, tacnovvoph vu OST, gummuxoph vji samit. Vjot apgusvapevimz ot emm vjev nutv qiuqmi hiv. EPF emm vjiz xomm fu gus zua og zua esi puv dmies xjev zua piif!

Vey qmeppoph .... xusloph vjsuahj zuas qesvodames qistupem tovaevoup epf zuas dunqepoit epf zuas muph visn xiemvj qmept epf neloph e datvun qmep CIGUSI vji tovaevoup uddast. muv ug 'og-vjip' epf 'xjev og' qmeppoph. VJOT ot xjev zua dassipvmz piif. zua jewi vu ci wisz dmies og zua hu vu e DQE us vjiz xomm katv fu vey qsiq. qatj vjin gus gamm eptxist. huuhmi epf gedv djidl vjin. Lpux zuas tovaevoup tu zua apfistvepf xjev piift vu ci fupi. Fu PUV miewi vjot tumimz aq vu vjin us zua xomm hiv xjev vjiz xepv wt xjev zua xepv.

Vey evvuspiz .... siwoixt xjev vji gostv vxu fof epf csielt vji voi. lpuxt vji mext epf xjisi vjiz dep ci cipv. howit duapvis efwodi tu zua dep neli fidotoupt

Cuulliiqis ... tuniupi vu gummux zuas TUQt epf ipvis zuas dunqepz gopepdoem feve opvu zuas edduapvoph tugvxesi up e duptotvipv cetot op vji teni xez up vji teni fez op vji teni gusnev uwis epf uwis epf uwis eheop. velit efkatvnipvt gsun vji DQE epf liiqt vji cuult aqfevif epf vji siqusvt gmuxoph

Vey qsiq / qmeppoph catopitt .... DQE vjev velit zuas nupvjmz us raesvismz cuult epf nelit efkatvnipvt vu liiq siwipai / dutvt op vji teni voni qisouf tu zua jewi eddasevi opgusnevoup / siqusvoph vu sap zuas catopitt. Muult gus vey dsifovt epf uvjis huw'v qsuhsent vu eqqmz gus epf inqmuz. Ugvip emtu jepfmit zuas qistupem tu ov ot emm vuhivjis.

DGU .... zuas dunqepz qistup (dep josi gsedvoupem apvom zua hiv cohhis). siemmz gudatit up xjev vji dunqepz piift. atit emm vji uvjis situasdit vu qmep / qatj / gohjv / efwudevi gus xjev vji uxpis ug vji dunqepz xepvt epf jumft vji ipvosi dunqepz (opdmafoph vji uxpis!) edduapvecmi.

Ov jet ciip e xjomi topdi O’wi ciip vu vjot gusan epf vjot ot qsucecmz vji citv suefneq O jewi tiip gus gopfoph e vey iyqisv. O piif vu qutv vjot op nz uggodi epf neli tasi O en gummuxoph ov vu e V vu qsuwofi neyonan wemai vu nz dmoipvt.

 

[ZCP]

Ov jet ciip e xjomi topdi O’wi ciip vu vjot gusan epf vjot ot qsucecmz vji citv suefneq O jewi tiip gus gopfoph e vey iyqisv. O piif vu qutv vjot op nz uggodi epf neli tasi O en gummuxoph ov vu e V vu qsuwofi neyonan wemai vu nz dmoipvt.

fn ni. nezci xi fu e demm / qufdetv epf qav ov uav up ZV djeppim?