CPA referral wanted - help us keep as much money as possible!

[Mark Wikkerink]

Hi BP,

My wife and I renovating our first investment property, a duplex in Indianapolis, using a 203K loan.

Because I am a permanent resident (I immigrated from Canada to marry her in 2013), all of the loan is in her name, which may or may not be tricky. 

What I really want is someone who can tell us how to set things up (both business wise and personally) that will allow us to keep as much of the money we make as possible, but also help us plan for the future (both future income properties and retirement funds).

I am looking for a CPA who has been around the investment income block, and isn't afraid of telling us what we need to do, or if something we want to do is a bad idea. I know that good financial people are worth their weight in gold, so I am not afraid of paying someone. 

I don't want someone who works for a huge firm though.

As 2015 is coming to a close, I realize we need to get all of our ducks in a row ASAP, so any help would be appreciated!

Thanks!

Mark

[Brandon Hall]

@Mark Wikkerink I'm sure you've seen me post about this before, but don't be afraid to go non-local. You will expose yourself to a wider pool of expertise which is critical for real estate investors.

Many of us service clients all over the US and even world. We utilize various forms of technology to collaborate seamlessly with our clients and rarely have issues.

If you are set on using someone local, search the BP forums for investors local to you and reach out to ask for a referral. Or join a local FaceBook/ REIA group. You can also check with your state CPA board as they will likely refer you to someone in your area who has a good reputation.

Hope this helps!