In our final segment with Kelsey Head, a seasoned CPA with nearly two decades of tax experience, we continue our enlightening discussions on the Real Estate Syndication Show. As the co-founder of Head Tiler LLP, Kelsey shares invaluable insights into tax planning for real estate investors.
One key aspect that Kelsey emphasizes is the value of bundling services. Her firm offers a comprehensive package that includes tax returns and year-round planning, ensuring that clients feel comfortable reaching out with any questions without worrying about excessive charges.
We also explore when it’s appropriate for investors to seek professional tax help. While individuals with straightforward tax situations can handle their taxes online, Kelsey advises consulting a professional when dealing with investments, K-1s, passive losses, or real estate transactions.
For those investing out of state, Kelsey stresses the importance of filing taxes in the states where properties are located. This enables the utilization of losses against future gains, which may not be possible if state returns are neglected.
When choosing a CPA, Kelsey’s advice is simple but crucial: find someone you trust and feel comfortable with. Approachability and a willingness to provide advice without excessive charges for every phone call are essential qualities to consider.
We hope this episode provides our listeners with valuable insights to confidently navigate tax planning and select the right CPA. Remember to like, subscribe, and share the Real Estate Syndication Show with friends who can benefit from these expert perspectives.
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About Kelsey Head:
As a partner at Head Tyler LLP, a firm she founded in 2020 amid the COVID pandemic after leaving a large firm where she also held a partner position, Kelsey Head brings almost 18 years of tax experience and CPA expertise to her role. With a wealth of knowledge, she establishes herself as a trusted expert in the field. Committed to providing clients with valuable insights and guidance, Kelsey’s extensive tax background defines her as a reliable professional.
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