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Updated about 4 years ago on . Most recent reply

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112
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Ronnie Galindo
  • Realtor
  • Napa, CA
77
Votes |
112
Posts

Looking for CPA to add to my team

Ronnie Galindo
  • Realtor
  • Napa, CA
Posted

BP, 

I have started my venture into Out of State investing and need to consult with a CPA as well as have one ready for next tax season. I have reached out to one already but am not getting the responsiveness I would like to see in a CPA. Could anyone recommend someone they work with and know to be great?! 

If you are a CPA, just know I own a home in CA, am investing in Houston, TX and my investing is just starting with my first flip. Eventually I want to do buy and hold, acquiring 2-4 homes per year and starting with SFR or small multi.

Thank you all! 

Most Popular Reply

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3,891
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3,902
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Henry Clark
#1 Commercial Real Estate Investing Contributor
  • Developer
3,902
Votes |
3,891
Posts
Henry Clark
#1 Commercial Real Estate Investing Contributor
  • Developer
Replied

CPA from a prior life.  Its hard to convey tone, in a text.  Turn the volume down on the below.  Just recognize I have been the good and bad leader/communicator in the below, that's why I can pass it on.

Lets reverse the question.

You are wanting to develop a Team.  Are you a good team leader? 

If it was Friday at 4 PM would you go to your team and say folks, we have to work till 10 tonight and all day Saturday and Sunday.  Especially, when you knew two months ago?

Your hitting them in the middle of Tax season.  No CPA will be responsive.  They must be dedicated to their current clients, because they are good "Team" members to them.

Recommendation:

File an extension and pay estimated taxes.  Then approach finding a "Great CPA" after tax season.  

Become a "Valued Customer".  I pay all of my vendors 1 day after I get their invoices.  And I drop off the payments personally, and say hello.  They like to see me coming. They are kept up to date on the progress of the projects and the other contractors.  When Mother nature kicks them in the ***, I let them know, I know its Mother Nature; and not them.  I don't bird dog them, if they have always delivered for me.  Don't make a ton of changes.  Don't go shopping out my business.

If I call them Sunday at 7pm, they are more than glad to talk with me, because they know it is something that will make their lives easier come Monday, or it something important to me, that can't wait.  I've only done this twice.

Sell them, you will be a good Customer.  The only way to do that is through your actions.

  • Henry Clark
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