Accountant for Business Owner and Now Real Estate Investor in LA

[Jillian Ez]

Hi! I’m looking for someone to help me get a sense of my financial picture and to help me plan my next moves in business and real estate. I own a business in LA and one property, and I want to move away from relying on business income and to start buying in Raleigh, NC. The market moves very quickly in Raleigh and my business is changing at the end of this year, so I’d like someone who can help me get prepared for 2022 THIS year. Cost is definitely a factor but I want someone whip smart who can help steer me towards a very finically fruitful future. Thank you!

[Jillian Ez]

Thanks @Mitch Miller! More of these two:

CPA to look at what moves would be smart tax wise? Or more of a financial planner that can help you make a decision on what your goals are and steps to take to get there?


I have a financial advisor at Merrill Lynch—should he be doing the planing part for me for free as part of him managing my money?

I don’t know if I should use someone in LA or Raleigh. 

Thank you so much for your help!