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Updated over 8 years ago,

User Stats

90
Posts
33
Votes
Lee Huffman
  • Rental Property Investor
  • Mt Juliet, TN
33
Votes |
90
Posts

Best questions to ask when interviewing a new CPA firm?

Lee Huffman
  • Rental Property Investor
  • Mt Juliet, TN
Posted

For many years, I prepared my own tax returns, but as life got busier at work, with a young family, and buying more properties, I turned to an old friend (CPA) to do our taxes.  He did a decent job, but I don't feel that we receive the guidance and strategic help that we need as we expand our flipping and rental property portfolio.

We have an interview coming up with Tom Wheelhouse's firm ProVision (Rich Dad, Poor Dad recommended)(and am looking for a couple other firms to interview) and was wondering what questions you would ask to help make a decision if a firm is the right fit for your real estate business?

Thanks for your responses!

Lee

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