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Updated 3 months ago on . Most recent reply

User Stats

25
Posts
16
Votes
Abby H.
  • Real Estate Agent
  • Orlando
16
Votes |
25
Posts

Searching for CPA to assist with tax returns for multiple businesses and tax planning

Abby H.
  • Real Estate Agent
  • Orlando
Posted

Hello all! 

I am back here searching for a new CPA in the Orlando or central Florida area. I am a real estate agent, real estate investor, and also work in television production. I would need a CPA with experience handling filing for multiple businesses and one who can offer tax planning and strategies. It's a huge plus if they have also worked with clients in the broadcast television industry - not every accountant is familiar with that field and how to strategize write-offs, etc. 

My current CPA got a promotion and is no longer serving in the same role. :( I'm not happy with the new structure that the company has - they are growing to be a big firm giving me less and less access to direct communication with their accounting team. I'm looking to build a business relationship with my CPA, one who I can trust and work well with as I grow my businesses. I'm not opposed to a bigger company but I would like to be able to communicate directly with my CPA and not have a middle man. 

(A few of you have DM'd in the past - I'll be reaching out to you as well!)

Thank you in advance for your recommendations!

-Abby

Most Popular Reply

User Stats

547
Posts
446
Votes
Denver McClure
  • Financial Advisor
  • Dallas, TX
446
Votes |
547
Posts
Denver McClure
  • Financial Advisor
  • Dallas, TX
Replied

@Jeff Nash and @Ben Trageser help a lot of BP members with planning. Would recommend chatting with them sometime!

  • Denver McClure
  • [email protected]
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