Seeking a CPA / Acct for Tax Preparation, Tax Planning (year-round), Bookkeeping

[Bret M.]

I am looking for an Accountant / CPA who can assist me with best practices as it relates to organizing my real estate business from a tracking/finance perspective. (what to do and what not to do) as I am buying in my name for now. Someone who would be open to sharing their experience with the correct way to organize finances for my portfolio. I am also seeking ongoing Tax planning and will need personal / business tax filing, eventually moving to an LLC. 

(Expense/Income) best practices - I am currently using spread sheets and do a good job of tracking dates/invoices..etc. 

If anyone has contacts / or offers these services, Let's connect as I would like to learn more. 

I do own a rental and plan on scaling! I live in CA and have rentals in Ohio. 

-Bret 

[Rachel Mazzanti]

Quote from @Bret M.:

I am looking for an Accountant / CPA who can assist me with best practices as it relates to organizing my real estate business from a tracking/finance perspective. (what to do and what not to do) as I am buying in my name for now. Someone who would be open to sharing their experience with the correct way to organize finances for my portfolio. I am also seeking ongoing Tax planning and will need personal / business tax filing, eventually moving to an LLC. 

(Expense/Income) best practices - I am currently using spread sheets and do a good job of tracking dates/invoices..etc. 

If anyone has contacts / or offers these services, Let's connect as I would like to learn more. 

I do own a rental and plan on scaling! I live in CA and have rentals in Ohio. 

-Bret 

You might want to upgrade from spreadsheet to an accounting platform such as Quickbooks or Xero.

Tagging @Simon W. I think he might be still taking clients.