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Updated over 1 year ago, 04/24/2023

User Stats

1
Posts
1
Votes
Stephanie Owen
  • Indiana
1
Votes |
1
Posts

CPA for multiple businesses and partners

Stephanie Owen
  • Indiana
Posted

Situation

Currently we have a CPA that does alright, but I feel like we could have someone better for our real estate business. However, in an other business we have multiple partners which he takes care of everyone involved which helps with the complexity it has to it (this business is not real estate). We also have a service business and I am starting to wonder if anything is getting over looked tax wise with that business since it is not very common, especially in the area we live. 

Questions

Should I look for a CPA where we make the most money currently, even though we want that to be real estate in the future?

Would having a financial planner on top of a CPA help? Or should the CPA be doing some of that already?

Thanks for any advice/suggestions

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