CPA for Small Business & Real Estate Investment

[Rory Cox]

Hello BP Community. This is my first post, but possibly my most important one. 

My wife & I own a small business in San Francisco, Ca with multiple locations. We’ve had a variety of terrible CPAs in the past. And while our current CPA is not terrible, he’s virtually inaccessible (never responds to our emails & never gets us filed on time). 
As we near the beginning of our Real Estate Investment journey, we’d like to be prepared & equipped with a knowledgeable (and accessible) CPA who can help us with maximize our Business & Real Estate Investments while minimizing our tax liabilities. 

We also plan to setup our businesses & real estate properties in a variety of separate LLCs (not registered in CA; Wyoming, Nevada preferred) so we’d also welcome a solid attorney who can help us protect our assets! 

Thank you for your time, consideration and suggestions!

[Jonathan Pavkov]

Hi Rory - Choosing a good CPA is important. I'm a CPA and REALTOR that invests in Ohio. I also assist out of state investors looking to purchase in the Columbus area, and assist on a part time basis with CPA work for my investors.

To be honest, I may not be the right fit for what you are looking for (you may want someone in a state you are investing in). However, I'd be happy to connect and help you think through what's important and how to sift through choosing a good, responsive CPA.

Good luck - sounds like you are doing the right thing!