Reid Sahm Isaacs & Schmelzlen

Whitney Hill

Brian has been my CPA for about 2 years and is extremely well versed in the tax ramifications for both my real estate investments (across multiple states) and other more complex wealth management and investment strategies, including "backdoor Roths" and rollovers. He is a trusted advisor on how to best structure new business entities for tax purposes when I'm entering new agreements. He is equally skilled as a detail-oriented practitioner when it comes to tax time. His office is consistently ahead of the game on tax prep and he's extremely knowledgeable across the board. He has a rare mix of strategic acumen and tactical skills. Highly recommend.

like

Report