Tax/financial planning services

[Brian Plajer]

Hello,

  I'm an investor, less than five properties and growing. I have heard several podcasts about the importance of a solid tax strategy. My current tax preparer does not seem to offer much of a strategy with regards to real estate and long term planning.  I recently spoke to a CPA with real estate experience and they have an added bonus of being a financial advisor which can certainly be helpful to me.  I was a little surprised at the cost for the services which are $500/month. This does not include any tax prep. Its a fee for tax planning and financial advise.  When I think big picture it may be well worth it if the service saves me more than that amount or helps me generate more than that amount.  I'm curious what other spay for these services and is it worth it? Maybe this is something I need when I  have a few more properties or maybe its smarter to start planning now. Happy to hear thoughts, opinions and most importantly experiences. Thanks, Brian