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Dakota Mivshek
Pro Member
  • Real Estate Broker
  • Miami-Denver-Austin
30
Votes |
91
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Tax Planning Services? Portland, OR

Dakota Mivshek
Pro Member
  • Real Estate Broker
  • Miami-Denver-Austin
Posted Aug 13 2017, 20:14

Hi There, 

I am somewhat of a newbie who has had a bunch of things happen in the past year outside of my normal 9-5 here in Portland. Two properties now in my name, one being rented, and I'm earning real estate commissions as an agent. 

Hoping to find a tax advisor/financial planner who is an expert in real estate law, business set up, & and tax planning for an affordable price. I would love to spend some reasonable amount to sit down with an expert and come up with a game plan in order to help scale moving forward.

Anybody have any recs?

Best,

Dakota

User Stats

14
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Kevin Asgharian
  • Portland, OR
3
Votes |
14
Posts
Kevin Asgharian
  • Portland, OR
Replied Aug 16 2017, 11:00

hi Dakota, you are ahead of me in investments, still trying grinding for that first one HOWEVER i can recommend you try Lori Ream with BGO www.bgocpas.com   If you are a Kiyosaki fan, you will sure to be pleased.  I was impressed with her on the consultation.   Let me know how it goes.

User Stats

91
Posts
30
Votes
Dakota Mivshek
Pro Member
  • Real Estate Broker
  • Miami-Denver-Austin
30
Votes |
91
Posts
Dakota Mivshek
Pro Member
  • Real Estate Broker
  • Miami-Denver-Austin
Replied Aug 16 2017, 14:38

Thanks kevin! I'll look into BGO. Big Kiyosaki fan

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