Looking for a CPA and/or Financial Advisor (must be a fiduciary)
Hi BP Community,
My wife and I hold W2 jobs. I also moonlight as a realtor (a few transactions a year nothing major).
We have a personal home in San Jose with an ADU and we hold out-of-state real estate investments in PA.
Lastly, my wife collects K1 Income from a family trust on a monthly basis.
We are looking for a new CPA and/or financial advisor. Does anyone have any recommendations? Let me know. Thanks.