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.After interviewing thousands of entrepreneurs, one truth is clear: business success means little if it costs your marriage, family, or faith.I'm now hosting the Courageous Men podcast for men who want to lead well at home and at work. I'm looking for five men to walk closely with who want to lead well at home and work.  Email me at whitney@whitneysewell.com and tell me why you should be one of the five. whitneysewell.com  VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow📝 JOIN THE DISCUSSIONhttps://www.facebook.com/groups/realestatesyndication➡️ FOLLOW UShttps://twitter.com/whitney_sewell https://www.instagram.com/whitneysewell/ https://www.linkedin.com/in/whitney-sewell/ ⭐ Be Our Guest!We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over. Apply here: https://lifebridgecapital.com/join-our-podcast/