Questions to ask a CPA?

Question

Hello Bigger pockets what questions should I ask a CPA so I can better understand them and compare them to other CPA's?

Could you guys give me your top frequent go-to question?

Aaron Zimmerman · Answer

1. How many real estate clients do you have (i.e. have you done this before?)?

2. Will I be working directly with you or a member of your team?

3. Do you invest yourself?

4. Do you do more than just the tax return? If yes, what services do you offer?

Hope this helps!

Bill Hampton · Answer

Fahadbin,

Here are a few questions you should ask them:

How many real estate investor clients do you have?

How long have you been working with real estate investors?

Are you a real estate investor?

Do you offer tax planning services?

How much do you charge for your services?

Good luck and let me know if I can be of assistance.

Henry Clark · Answer

There are truly a million questions you can ask a CPA to compare.

You need to lead off with why do you need a CPA?

What type of Investments?

What stage or issues are you having or will have with the investment?

Make your question more definitive.

Example:  I am looking to start SFH rentals.  Need help with closing and documentation.  What to do BRRR or Fix/Flip, how should I keep my records for you.  What type of real estate clients and transactions do you handle?  Did any 1031's?  Etc.

Narrow it down to your interest, to get better responses.