I like a small company that has the attorney and CPA in house and can meet with you together. Sometimes the CPA and attorney are on different pages. By meeting together you eliminate opposing positions and you get clear directions going forward with an understanding of risks and savings associated with taxes, asset protection, and estate planning to mention a few. Annual strategy meetings should be in their business model and not meeting at the end of the year to determine last years tax returns but to implement tax saving strategies for the new year.
CPAs and Tax attorneys that specialize in Real Estate Tax matters should have the skills you need. I would try to get the best bang for your buck by selecting someone with significant experience in specifically developing, establishing and implementing tax strategies for real estate investors, not just basic tax compliance/reporting skills that come with preparing and filing income tax returns. Of course in the same vein you will need to have a sense of how much you can afford to pay. Tax expertise can come in a very wide range of billing rates (from relatively inexpensive, to thousands of dollars per hour), the goal being to find those practitioners with affordable rates yet possessing all the necessary technical skills you will be looking for to help you establish your chosen activities.
I notice you are posting from Canada. That will potentially and perhaps necessarily add cross border tax considerations into your search for competent and affordable services. Are you intending to invest into the US from Canada? If so you probably want to specifically look for tax expertise in your city with experience handling inbound (i.e., Canada into the US) real estate investment matters. Typically Canadian tax practitioners that have clients with US activities have a very solid knowledge of the US rules and the consequences of those rules as they pertain to their Canadian US investor clients.
I like a small company that has the attorney and CPA in house and can meet with you together. Sometimes the CPA and attorney are on different pages. By meeting together you eliminate opposing positions and you get clear directions going forward with an understanding of risks and savings associated with taxes, asset protection, and estate planning to mention a few. Annual strategy meetings should be in their business model and not meeting at the end of the year to determine last years tax returns but to implement tax saving strategies for the new year.
I like a small company that has the attorney and CPA in house and can meet with you together. Sometimes the CPA and attorney are on different pages. By meeting together you eliminate opposing positions and you get clear directions going forward with an understanding of risks and savings associated with taxes, asset protection, and estate planning to mention a few. Annual strategy meetings should be in their business model and not meeting at the end of the year to determine last years tax returns but to implement tax saving strategies for the new year.