Need a CPA, or CRTP,

[Will Seaman]

Hey 

My name is Will, I need a tax pro to help me with tax preparations. Both personal and business taxes. I need someone to use on a continuous basis and build a business relationship with. I live in Ca, do RE business in Wisconsin and North Carolina. Location does not matter, however local to southern CA is a plus. 

[Joshua Thompson]

Hi Will!

Thanks for reaching out on the forums. I would recommend the following:

1. Use the BP tool above "Build Your Team" and select an accountant specializing in your investing area. Most are active in the forums if they are accepting new clients but not alwayss.

2. Recommendations are always great if you know a fellow investor ask who they use.

3. Reach out to 5 professionals you see in the forum and they seem like they would be a good fit to work with.

Before reaching out to a professional I would recommend to determine what an ideal accountant relationship looks like to you. Do you want to work with that individual or someone from their team, is communication big, do you want just tax prep, do you want on going services, do you guys get along well together, how much do you want to invest working with someone, do they invest in real estate as well etc.

Good luck!