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Updated almost 3 years ago on . Most recent reply

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Paul Germano
Pro Member
  • San Francisco, CA
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Legal, Tax, and Accounting Firm recommendations

Paul Germano
Pro Member
  • San Francisco, CA
Posted

Greetings,

I currently use Anderson Business Advisors as a one stop legal, tax, and accounting firm and am looking to transition away from them.  

I'm looking for recommendations for replacements for each function.   Ideally I'd like a single shop but am open to splitting the functions up if there are strong enough reasons to do so.  I would just like to reduce the number of organizations I have to interact with and the number of surfaces where critical information or knowledge needs to be exchanged.   

Obviously any and all firms would need to be real estate investment focused or have significant subject matter expertise in real estate business.

Thanks in advance, 


--Paulie

  • Paul Germano
  • Most Popular Reply

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    Lance Lvovsky
    Pro Member
    • Accountant
    • Fort Lauderdale, FL
    754
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    Lance Lvovsky
    Pro Member
    • Accountant
    • Fort Lauderdale, FL
    Replied

    You can consider a full servicing accounting firm that can provide all accounting, business, and tax services. 

    Its unlikely you will find good legal counsel with the above services so that may be the one area you need to split up. 

  • Lance Lvovsky
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