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Updated over 2 years ago on . Most recent reply

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Allison Black
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Looking for accountant to help set up systems

Allison Black
Posted

Hello!

We have a 2 unit(soon to be 4!) property in Norwalk, CT but live in NYC and are looking for an accountant for guidance to set up systems for us to follow and to submit to our tax accountant, as well as creative solutions for tax sheltering! I'm currently using quickbooks to track expenses but would love to hear more from an expert about what I should be tracking and if an LLC is for us?

If this sounds like someone you know I'd love to hear more 

Thank you 

Alli & Fran!

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Brandon Rush
  • Real Estate Agent
  • Portland, CT
832
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748
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Brandon Rush
  • Real Estate Agent
  • Portland, CT
Replied

Hey Alli & Fran,

My CPA Charlie Smith is a good guy. He is a resident here in CT and has always been quick to answer my questions. He  has also been an investor in multiple areas of real estate. You can find his info on his page here if you are interested https://www.innovativecpagroup... . His team provided specific items to track with a template which helped my wife and I adjust for the following tax year. 

Good luck on your journey!

P.S. 4 units in Norwalk is killer, congrats!

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