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Updated over 8 years ago on . Most recent reply

User Stats

197
Posts
111
Votes
James Marszalek
  • Property Manager
  • Tacoma, WA
111
Votes |
197
Posts

Seeking a Tactical Investment/Business CPA

James Marszalek
  • Property Manager
  • Tacoma, WA
Posted

Tactical definition: "relating to, or constituting actions carefully planned to gain a specific end"

I'm a combat veteran, it's the analogy I understand all too well. When you're in the field, you must rely on tools, resources, and strategies to achieve the operation goal. I need someone that will look at my business, finances, and strategies to produce a plan for how to minimize or reduce tax liability.  

I need a CPA that doesn't view their clients as a quarterly task. I need a CPA that sees the situation as a living breathing thing that must be reacted to, in addition to having the ability to proactively attack accounting problems. I need a strategist that can help me build a game-plan for my real estate business, as well as lay out strategies for investment real estate. 

They must be familiar with WA state laws, IRS rules, and a confident understanding of how to use the rules to their advantage. I'd prefer they're in Washington, but as long as they meet the criteria, I'm open to anyone. 

Thanks for your referrals and votes! 

Most Popular Reply

User Stats

10
Posts
9
Votes
Debra Batterson
  • Real Estate Agent
  • Renton, WA
9
Votes |
10
Posts
Debra Batterson
  • Real Estate Agent
  • Renton, WA
Replied

Ditto!  I need one, too.  I am also in the State of WA.  The only thing I would add is "a CPA with real estate investment experience."  Sorry to hijack your posting @jamesMarszalek.  I will take second seat to your request of course!

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