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Updated over 3 years ago on . Most recent reply

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26
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Kimberly Fisher
  • Philadelphia, PA
13
Votes |
26
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Starting out - Interviewing accountants

Kimberly Fisher
  • Philadelphia, PA
Posted

I’m building a great team as I get nearer to buying my first small multi families. Next week I will be meeting with a couple of different accountants - what are the must ask questions? What can set one accountant apart from another? . I’m especially interested in how I can impact my W2 taxes.
Thanks so much for your advice!!

Most Popular Reply

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18
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9
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Eric Vermilion
  • Lender
  • Indianapolis
9
Votes |
18
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Eric Vermilion
  • Lender
  • Indianapolis
Replied

For me I think it is important to know what their availability and response time will be.  They can have all the answers but if you can't reach them or hear back from them then it won't matter.  Sitting down with them once a year and talking strategy is a must, but I like to have a running conversation through text or email that I can discuss items that can come up along the way.  I look for a hungry accountant that has been doing it for a bit, but is also still building their practice.  I've found those who are at the level they want their business to be at are less attentive and don't value the relationship as much because they can replace me quickly.  

Hope that helps!  Best of luck.

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