Yes. When a client asks what selling the rental will cost them, how a 1031 works, or whether they should get a cost segregation study, you can call me or send them my way. I want to be someone you can hand your client to without wondering how it'll go.
I come at these questions from two decades of experience across mortgage lending, owning rentals, and auditing tax returns at the IRS. The same goes for a question about your own taxes, or a referral you need and don’t have.
I check for conflicts before discussing any case detail, and advice comes only after we’re engaged and I’ve looked at the actual facts. I’ll tell your client plainly whether I’m the right fit, and if I’m not, I’ll suggest a few people who are.