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Updated over 4 years ago on . Most recent reply

User Stats

12
Posts
4
Votes
Beth Wade
  • Investor
  • Bremerton, WA
4
Votes |
12
Posts

CPA/Attorney as a Newbie Investor

Beth Wade
  • Investor
  • Bremerton, WA
Posted

My husband and I are finally making the leap and plan to invest in 1-3 properties this year, with a similar plan for future years. I would like to have our team in place and business set-up ahead of time. We have had simple tax returns in the past so I've always done them through Turbo Tax. With starting to invest in real estate, we plan to go the LLC route though would like to talk through our goals and big picture with an attorney/CPA. We aren't quite sure the best avenue to take - start with an attorney? CPA? someone that can do both? Also, location - we currently live in Hawaii, will be moving to WA by the end of this year and then plan to move to OR when my husband retires from the military in 2023. And advice and guidance would be much appreciated!!

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