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Tax, SDIRAs & Cost Segregation

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Jamie Oie
  • Real Estate Agent
  • San Francisco Bay Area
4
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18
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Must ask questions when interviewing a CPA

Jamie Oie
  • Real Estate Agent
  • San Francisco Bay Area
Posted Jan 16 2018, 08:22
Good morning all! Newbie here and my husband and I are ready to start forming our team. We have an appointment for a consult with a CPA this morning and another later this week so I wanted to see if there were some MUST ASK questions in determining if they will be a good fit? We live in Northern California and will be looking to invest in out of state rentals to build a rental portfolio. We would also like to do a few flips but haven’t decided if those will be done out of state yet. We are still deciding how we will finance our first deal - we have a 401k we could potentially work with, HELOC, as well as my parents providing funds for a down payment, so I’m assuming they will have to partners?? Any input would be much appreciated!

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