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Updated over 7 years ago on . Most recent reply

User Stats

129
Posts
60
Votes
Mike Castellow
  • Flipper/Rehabber
  • Fayetteville, AR
60
Votes |
129
Posts

CPA / Financial Planner - Local (does it matter)

Mike Castellow
  • Flipper/Rehabber
  • Fayetteville, AR
Posted
1. It's there any benefit to hiring a local CPA or financial planner? 2. Do you use the same person as a CPA and financial planner? 3. It seems to me that one person would be able to maintain a better overall picture, but in your opinion is it best to keep these two separate? My details are as follows. I live in San Marcos, TX which is halfway between Austin and San Antonio, but I probably spend at least 9 months a year traveling for work. I am looking to hire a CPA which is something that I should have done years ago. Since I am trying to transition from a full-time career as an industrial equipment inspector into a full-time real estate investor, I would like to find someone who specializes in real estate. I would prefer more than just an accountant who regurgitates what the computer says. I would like to find someone who is both capable and willing to help me develop a financial plan that will help me achieve my immediate and long term goals. Thoughts?

Most Popular Reply

User Stats

129
Posts
60
Votes
Mike Castellow
  • Flipper/Rehabber
  • Fayetteville, AR
60
Votes |
129
Posts
Mike Castellow
  • Flipper/Rehabber
  • Fayetteville, AR
Replied
@Daniel Hyman Thanks for your insight. I appreciate it.

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