What to Ask a CPA in Consultation

[Kayla Johnson]

I’m in the process of putting my business together, though my husband and I have not yet purchased a property. I want to put a hard focus on laying the groundwork to create a business that is poised to scale. Once we start buying properties, I want to scale as quickly as we can, and I don’t want to backpedal to handle things on the business side that could have been ready ahead of time. 

That said, I have my first consultation with a CPA next week. What are some questions I should ask to make sure the CPA is a good fit from a real estate investing perspective?

Thanks, all!

[Daniel Hyman]

@Kayla Johnson

Here are some questions you could ask:

1) How can your firm provide value to me as a real estate investor?

2) Do you provide tax strategy consultations? Or simply tax preparation?

3) What is the fee structure?

4) What is the preferred method and frequency of communication?