Posted by Kevin
In 2012, I hired Warren Baker to provide expertise for my wife's and my own Self-Directed IRAs (SDIRA). After researching several subject matter and legal experts, I selected Warren based on his deep knowledge and understanding of the nuances of an SDIRA. Warren is a gifted communicator and has the rare ability to simplify complex legal requirements and tax compliance issues. Five years later, I continue to consult with Warren and I strongly recommend him as a trusted adviser for your SDIRA.
Posted by anonymous
Extremely Impressive. I found Warren by the articles he wrote on the Journal of Accountancy. He is extremely knowledgeable in the SD IRA arena. He has consistently went above and beyond in answering all of my questions thoroughly and accurately. I couldn't have hoped for a better experience. His client service is truly Exceptional. Thank you so much Warren.
Posted by KC
I recently hired Warren to assist me with navigating the complexities of a self-directed IRA asset investment. He provided prompt, and detailed yet concise legal and tax education and advice. His road maps and follow up are impressive. As an attorney myself, I challenged him with important and specific questions to which he readily and confidently responded. It was a pleasure working with Warren and I plan to continue to do so in the future as opportunities arise.
Posted by Lee
A few months ago we decided to create an IRA - LLC to purchase rental income property. I did quite a bit of research on the subject and decided that the best course for this project was to not just sign up with an Internet based company but rather to consult with an expert. I asked a close attorney friend about helping me with this and soon realized that I knew more than he did about the process. At that point we agreed that maybe there was a better option. He consulted with a partner and I was referred to Warren Baker.
My wife and I had an initial meeting with Warren where he clearly and concisely laid out the process for creating our entity, In no way did I feel we were being "sold" during this meeting but rather educated by an expert. We decided to retain Warren that evening. Warren provided us with a step by step guide to follow. He also was hands on in creating the LLC and filing documents for us with the State of Washington and the IRS.
Warren was very prompt in answering any questions we had via numerous email or phone calls. We felt that Warren's fees were reasonable and the terms of payment were very fair. If you are going to create this type of entity and want to stay out of trouble in doing so we highly recommend Warren.