Austin Accountant Recommendation for REI Startup

[Carolyn L.]

Good afternoon, BP nation!

I know this topic has been discussed about 43 different ways in the forums, so please forgive my 44th version. @J Scott and @Steven Hamilton II have provided excellent interview questions in previous posts, which I will use as a guide. I've also noted that @Bryan Hancock has recommended Mark Puzdrak a number of times, but I'm not sure I would fit his client model at this early stage. Thanks to all of you for great information and guidance.

I'm seeking an accountant to advise on investment and tax strategy, who is willing to work with a startup with a goal of becoming a trusted partner in building and growing my business. Specifically to define entity structure for these activities (buy/hold; fix/flip; wholesale); advise on creative finance strategies for buying ten SFR properties in succession; best use of existing capital and investments partnered with either private or hard money lenders; develop a strategy for future growth; build my chart of accounts (I will handle the bookkeeping side); prepare tax returns; recommend other team members, including legal, brokers/lenders, etc. I consider this the most critical part of building my business, and I will require frequent contact at first.

Any and all recommendations are appreciated, and I am open to working long distance virtually, provided access and communication are not hindered. Skype, Facetime, GoToMeeting, etc. are all options. I am an advocate for technology and prefer to use the most efficient means available.

I will post this to my local Meetup as well.

Thanks everyone!

[Jeff Clawson]

Hi Carolyn,

Call Frank Frye at 512-454-6597. He has set up all of my corporate entities and works specifically with real estate agents & investors. He has saved me tens of thousands of dollars in taxes.