CPA recommendations please

[Lauren Koon]

Hi everyone!

I am FINALLY closing on my first investment property on December 15! With that being said, I am looking for recommendations on a CPA to add to my team if anyone has any good recommendations please reach out! I am located in Cleveland Ohio area. Thanks!

[Jim Kennedy]

Congratulations! It might be a good idea to pick a CPA who has investor experience, and who might even be an investor him/herself. With the virtual word upon us, you might find one not local that you like so don't lock yourself out. Ask about their experience, what services they offer specifically, and how docs are communicated, i.e office drop off, US mail/Fedex, secure portal etc. Make sure they have a method you like. Ask if they have templates to summarize rental income and expense, and see f they have one you like. Observe their ability to communicate knowledge when you ask specific questions, because you deserve easy to understand answers and there's lots to learn. The theory behind this is that hey - its your money, so you're the goose that lays the golden egg. If you're not happy than nobody should be happy.

Hope that helps. Happy investing!

Jim Kennedy