CPA referral wanted - help us keep as much money as possible!

[Mark Wikkerink]

Hi BP,

My wife and I renovating our first investment property, a duplex in Indianapolis, using a 203K loan.

Because I am a permanent resident (I immigrated from Canada to marry her in 2013), all of the loan is in her name, which may or may not be tricky. 

What I really want is someone who can tell us how to set things up (both business wise and personally) that will allow us to keep as much of the money we make as possible, but also help us plan for the future (both future income properties and retirement funds).

I am looking for a CPA who has been around the investment income block, and isn't afraid of telling us what we need to do, or if something we want to do is a bad idea. I know that good financial people are worth their weight in gold, so I am not afraid of paying someone. 

I don't want someone who works for a huge firm though.

As 2015 is coming to a close, I realize we need to get all of our ducks in a row ASAP, so any help would be appreciated!

Thanks!

Mark