Looking for a Tax Pro and Insurance Broker

[Chris Lane]

Hi All,

I've recently started my journey, and I'm building out my team, started analyzing deals to see what might work for me, but I'm still in need of a couple of missing pieces. I'd like to find an accountant to help me mostly with the tax side of things as I get set up, and ultimately, I'd like to grow that relationship as I add more properties to my portfolio. So, I guess I'm looking for someone that's willing to work with me while I'm a small fish, with the anticipation that I'll be a bigger fish with more accounting/tax needs in the future.

I've been through the BP "find your tax pro" section, and I've got to say that none of the options work for me. Some seem to expect you to come with a sizeable portfolio to start, and have hefty retainers to reflect that. I'm looking for someone that's going to work with the little guy until they have that sizeable portfolio.

Same/similar need for insurance. Looking for a couple more insurance broker options. I've talked to one, left a VM for a second, but looking for a reputable 3rd or 4th to compare.

I'm based in Nashville, so I'm asking here, but I'm looking at investing primarily in Tennessee, and but also possibly down into Alabama.

Any recommendations?

Thanks, y'all.