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Updated almost 4 years ago on . Most recent reply
When to Start Looking for a CPA as a New Investor
Hey guys,
I am new to investing but was wondering when it would be recommended to start looking for a CPA?
Also, what should I look for in a CPA? Is it required that they are "investor-friendly"? My uncle is a CPA, but I am not sure if he is knowledgeable on the different aspects that pertain to real estate investors.
Any advice would greatly appreciated!
Thanks in advance!
- Shawn
I am new to investing but was wondering when it would be recommended to start looking for a CPA?
Also, what should I look for in a CPA? Is it required that they are "investor-friendly"? My uncle is a CPA, but I am not sure if he is knowledgeable on the different aspects that pertain to real estate investors.
Any advice would greatly appreciated!
Thanks in advance!
- Shawn
Most Popular Reply

Thank you for the recommendation, @Damon Cameron Jr! @Shawn S. chapter 23 of Tax-Free Wealth is all about how to find the right tax advisor. Not all tax advisors are created equal, so it's important to find someone who understands that the tax law is a series of incentives for investors and business owners and embraces the law as an opportunity to permanently reduce taxes. I hope this helps you find a CPA that's a great fit for you!