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Updated over 2 years ago,

User Stats

24
Posts
9
Votes
Ben Rodriguez
  • Investor
  • Yuma, AZ
9
Votes |
24
Posts

How do I find the right CPA?

Ben Rodriguez
  • Investor
  • Yuma, AZ
Posted

Do I even need one? Is a CPA, bookeeper, financial advisor, and tax preparer the same person? Or do I need one of each? There's just so much information out there and too many "gurus" hawking their wares that it's entirely overwhelming. Can someone point me in the right direction please.

For background, up until last year I had a W2 job, owned 3 SFRs, one duplex, all of which I self managed, so I basically did my taxes myself using turbo tax. However last year there were quite a few events and now find myself needing a pro. First I sold one SFR, bought an 11 unit apartment complex, transfered to a different state, got medically retired, and returned home.

What I'm looking for is someone to do my taxes (still), but also to give me some business and financial guidance. Also, a general life coach would be very helpful and if there is one who is all of the above, even better!

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