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Updated over 2 years ago on . Most recent reply

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Sherrie Dufault
  • SF Bay Area
8
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Finding the right team

Sherrie Dufault
  • SF Bay Area
Posted

Hi BP Community,

My husband and I are getting ready to get into real estate investing and are trying to find a CPA and lawyer in the SF Bay Area. Does anyone have any recommendations for a CPA and attorney who work with investors? Your time is most appreciated! 
Thanks, Sherrie

I should add that we are more concerned with getting the right CPA, who is more of a tax strategist, can help us structure things in the most beneficial way and who will be responsive to questions throughout the year. We are open to working with someone remotely who is not in the SF Bay Area as well. 
Thanks so much!


Most Popular Reply

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Matt K.
  • Walnut Creek, CA
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Matt K.
  • Walnut Creek, CA
Replied

You need a good agent and lender first, these will be key to finding a good property.

Then you need property management or if your doing it yourself you need people in the trades. The agent can likely help guide with this.

^^^these are highly dependent on area, so zero in on that first.

The attorney while important might not play as big of a role as your thinking. Again depending on what you're doing their action is likely at most drafting contracts and or evictions. Location important here to but maybe not as much as one would think.

CPA is probably least important and least dependent on location. Even the best CPA who has some extremely valuable insight won't help if you have no way to carry it out locally.

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