Recommendations - CPA Orlando

[Christine Smith]

Hello!

Actually asking for my mom. She’s retired, has a big chunk of money sitting in several investments and in a retirement account. She was having trouble purchasing properties because she technically doesn’t have a job but has quite a bit of money. She’d like to leverage multiple properties. I discussed with her putting money in a self directed 401k.

She just moved to cocoa beach, fl. Anyone have any suggestions on a great CPA that is well educated on these types of transactions/situations? Thank you!