Finding good financial/tax advisors

2 Replies

Hello BP members, 

How did you find your financial/tax advisors? what questions do you ask to screen good ones? I have contacted a couple, but most are focused on tax reporting rather than tax planning. I need someone who is experienced in providing guidance for short-term and long-term tax strategy in real estate investment. If you know someone in Michigan, I will appreciate your referral. 

Thank you,


@Changseok Kim search for a CPA that is also an EA (enrolled agent). This will help them be more diverse in both business and taxation. If you have a plan or goal you are trying to reach let them know the more specific you are the more guidance they can give. 

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