Thy CPA or Not Thy CPA, That is the question.

[Joshuam R.]

Thank you for reading this post after reading the silly title.

Please point me to the right direction of either I just keep going solo until I have a few more properties, or even though I am starting, if I am a good case for the right service from a CPA.

Business current status/goal:

2022 currently establishing Whole Sale Marketing and Real Estate services, I would like to:

-Creating anonymous LLC (Florida double LLC) to hold rental properties

-If this anonymous LLC can also be our holding company structure that CPA see beneficial for us.

-The goal is privacy, also to be ready for future growth, and also for our kids to receive these in case of us passing.

Personal current status/goal:

First rental started March 2022, was our previous primary residence. Still full time W2 employee.

-Will activate heloc, seasoned the funds 3 months in external account, then go buy more properties.

Overall need clarity on best way to fulfill these Business / Personal status/goals moving forward.

While I hopefully build a relationship with some of you and get some answers, I am actively moving forward with the personal side of things and get the ball rolling on the heloc.

Just need the categories I can run own accounts and hand over organized expenses, etc. what ever makes it smoother for the CPA.