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Updated about 10 years ago on . Most recent reply

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17
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Rose C
  • Investor
  • Oceanside, CA
0
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17
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Looking for Investor Savvy Accountant - Orange County CA

Rose C
  • Investor
  • Oceanside, CA
Posted

Hi All,

I'm a beginning investor and need a good accountant to handle everything from LLC structure to tax preparation to SDIRA. Can anyone recommend someone they personally use in the Orange County CA area?

Thanks!

Most Popular Reply

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5,271
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Steven Hamilton II
  • Accountant, Enrolled Agent
  • Grayslake, IL
2,325
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5,271
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Steven Hamilton II
  • Accountant, Enrolled Agent
  • Grayslake, IL
Replied

Hi Rose,

As for an accountant do not feel like you need to use someone local. Many of us accountants have clients worldwide. Payroll, bookkeeping, etc can mostly be done remotely.

Here is a great list of questions to ask a potential accountant:http://www.biggerpockets.com/forums/51/topics/70447-questions-to-ask-a-cpa

Also check out the www.NAEA.org page in your search. It should help you find someone local. If someone comes to me, I'll send them your way.

If you need help in your search or want to verify something don't hesitate to ask.

For example: I have clients worldwide and things are just as easy as I e-mail them, talking on the phone. I even use Skype and TeamViewer to communicate with clients so I'd highly recommend looking for one of the best with great references that interviews well with you.

So look for someone you can connect with that works out for your situation.

Feel free to ask here if you have questions.

  • Steven Hamilton II
  • [email protected]
  • (224) 381-2660
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