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.
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? Remove them and support the forum:
Subscribe to Fastlane Insiders.