Recommendations for Advisor, Attorney and CPA

[Haritha N.]

I have started RE investments earlier this year. My husband and I live in WA state. We own one rental property in Huntsville, AL and under contract for another.

Could someone refer service providers in WA or elsewhere who can help me with the following?:

        - Estate planning. I would like  to make sure our assets are well protected and distributed to our heirs with minimal legal hassles.

- Help with figuring out the best strategy of deciding the right business entities and structure for our rental investments - LLC, S corp, both equal partners, both with different % share, me as an employee? . My husband is a salaried employee and I am a stay at home mom. I have more or less decided that I will have to get LLCs setup for our assets protection. I could delay it until I acquire a few more properties, but, I will want to go that route for peace of mind.

        - Tax planning and strategies.

I figured I would need Estate Planning Attorney, Financial Advisor (Is it some other title who can help with RE entity setup matters?) and CPA. And I would like each of them to be RE oriented. 

I wanted to see if there is one single firm that has different departments handling these and I came across Anderson Business Services. I had the introductory meeting with them, but, the BP members' reviews about Anderson are mixed.

I have contacted mascpas in Seattle, but, they said they can't accommodate me at this point. 

I am yet to contact kolotax.com, Mark Kohler's firm, Corporate Direct Services and Smart Business Incorporation.

I am posting here to see if there is a single firm (or) a group of people who provide this type of service that BP members can recommend.

[Scott Jensen]

@Haritha N.  I would encourage you NOT to find all of those services under one firm. A CPA, financial advisor, and attorney should all be a bit critical of each other's work to add checks and balances. I have a client in Seattle and we have been happy with the work their CPA has done. Let me know if you want their information.