Independent · ad-supported · not affiliated with the IRS 621 credentialed preparers indexed

Self-directed IRA

56 preparers in the TaxPrepFinder directory list this as a specialty.

Preparers who advertise Self-directed IRA as a specialty have indicated that they regularly take on this type of work. Specialty listings are self-reported and are not a substitute for confirming a preparer’s qualifications directly. When contacting a preparer for a specialty engagement, ask how many returns or matters of this kind they handled in the most recent filing season — the answer is usually a more reliable signal than the listing itself.

  1. AFSP

    Joyce Marshall, AFSP

    Marshall CPA Group

    Tuscaloosa, AL

  2. EA

    Justin Patel, EA

    Patel Tax Pros

    Ketchikan, AK

  3. EA

    Charles Martin, EA

    Martin & Gonzalez & Associates

    Springdale, AR

  4. CPA

    Sean Scott, CPA

    Scott Tax Advisors

    Bentonville, AR

  5. CPA

    Ella Kelly, CPA

    Kelly & Lewis Financial

    Oakland, CA

  6. AFSP

    Noah Martinez, AFSP

    Martinez & Aguilar Bookkeeping & Tax

    Westminster, CO

  7. Franchise

    Cynthia Vargas

    Liberty Tax — Hartford, CT

    Hartford, CT

  8. EA

    Patrick Cruz, EA

    Cruz & Kim & Associates

    Bridgeport, CT

  9. AFSP

    Janet Ross, AFSP

    Ross & Lopez Tax Office

    Milford, DE

  10. CPA

    Andrea Morales, CPA

    Morales Tax Pros

    Seaford, DE

  11. AFSP

    Abigail Taylor, AFSP

    Taylor Tax & Accounting

    Newark, DE

  12. CPA

    Logan Alexander, CPA

    Alexander Accountancy

    Pembroke Pines, FL

  13. EA

    Abigail Barnes, EA

    Barnes & Medina Tax Advisors

    Sandy Springs, GA

  14. CPA

    Bradley Tran, CPA

    Tran Tax Services

    Caldwell, ID

  15. AFSP

    Kenneth Bryant, AFSP

    Bryant & Edwards & Associates

    Springfield, IL

  16. AFSP

    Brittany Carter, AFSP

    Carter & Henry Tax Pros

    Joliet, IL

  17. CPA

    Debra Hughes, CPA

    Hughes Financial

    Fishers, IN

  18. AFSP

    Timothy Martinez, AFSP

    Martinez Bookkeeping & Tax

    Council Bluffs, IA

  19. Attorney

    Amy Cooper, Esq.

    Cooper & Marshall Bookkeeping & Tax

    Waterloo, IA

  20. CPA

    Cynthia Fisher, CPA

    Fisher & Alexander Bookkeeping & Tax

    Waterloo, IA

  21. AFSP

    Teresa Miller, AFSP

    Miller Tax & Accounting

    Kansas City, KS

  22. CPA

    Madison Sanchez, CPA

    Sanchez & Associates

    Florence, KY

  23. CPA

    Ella Campbell, CPA

    Campbell CPA Group

    Monroe, LA

  24. EA

    Dennis Bennett, EA

    Bennett & Butler & Associates

    Lafayette, LA

  25. AFSP

    Billy Perry, AFSP

    Perry Tax & Accounting

    Gaithersburg, MD

  26. EA

    Harry Harris, EA

    Harris Tax Office

    Bowie, MD

  27. Franchise

    Joyce Gonzalez

    H&R Block — Grand Rapids, MI

    Grand Rapids, MI

  28. CPA

    Arthur Mendoza, CPA

    Mendoza Bookkeeping & Tax

    Plymouth, MN

  29. CPA

    Patricia Lopez, CPA

    Lopez Tax Advisors

    Woodbury, MN

  30. Attorney

    Noah Mitchell, Esq.

    Mitchell & Hall Accountancy

    Hattiesburg, MS