How to interview REI accountant??

[Jessie Keating]

Hello, 

This week I will be calling 3 CPAs that supposedly specialize in Real Estate Investing. What questions should I ask to determine if they are the right ones for me?

I want someone who can find the most deductions for me and minimize my tax liability as I build my portfolio. 

It would be nice if they could do my personal taxes too, since I think those cross over, but not sure if that is how it works.

I am looking to build a vacation rental business, not sure if that makes a difference to the questions I would ask? I can only think to ask how many clients they have that do STRs.

[Daniel Hyman]

I would say the top 3 are the following:

1) How can your firm add value to my tax and real estate goals?

2) What is your fee structure?

3) What is the optimal method and preferred frequency of communication?