It seems like there is great feedback for Anderson Business Advisors (https://andersonadvisors.com/) on this forum. And they have great YT videos packed with content.
Does anyone have any recommendations for good alternatives? I like to compare services and packages before choosing any vendors, and thought this might be a good place to check for feedback.
New to Real Estate · OR · Member since 2021 · 66 posts · 23 votes
4y
Great question Jeff! I'll be following this one close as we are currently evaluating possibilities. I have heard of Royal Legal Solutions but have no connection or experience with them.
Mark Kohler is an attorney that has a similar orbit. He has a law firm, one of the most knowledgeable IRA guy Matt Sorensen, a CPA wing, and the IRA wing for those who want to do self directed. He does a lot of webinars, zooms where you can ask questions and has people to do Trusts, etc, entity formation. I use him . https://markjkohler.com/
Tax Strategist| National Tax Educator| Accepting New Clients · Member since 2014 · 3k+ posts · 4k+ votes
1y
As a tax professional I would recommend going with a specialized independent attorney.
My experience with clients utilizing the large firms is high priced packages that are often more robust than the client's needs at that point. Additionally it can often results in multiple additional tax filing requirements riving their tax filing costs up unexpectedly.
Attorney · Philadelphia · Member since 2018 · 2k+ posts · 3k+ votes
1y
@Natalie Kolodij is 100% correct. These firms with large online presences use fear mongering techniques to sell services without ever fully explaining how their entity structures actually benefit the client. In many cases, the services are overly complexed and do nothing but add additional recurring costs to the client (which these service providers often benefit from). Anyone contemplating the types of services some of these providers offer (sometimes into the tens of thousands of dollars) should first be able to articulate why the services are needed and how they will benefit from them. If someone is unable to satisfy these preliminary requirements, they have no business paying for the services and good luck getting the service providers online to provide this information to you.