Accountants are in such demand, that the best are not even accepting clients half the time.The other problem I see often with accountants on here is that they specialize in larger investors, and have really high prices when you as a smaller investor do not need all the bells and whistles.Another thing I see is folks thinking they need to have a tax professional in their state.

If it went well I would consider working with other clients in the future, but would just start with him since I know and trust him very well. 

I can see how it gets granular in fighting assessments and doing classification changes, which firms like ours do not do for the client.

I haven’t worked with clients that far west.

If you decide to go this route, I strongly suggest you have the same expiration date for all the leases. 

Hey @Errol Graham, Checkout my asset protection tier list for an overview of what we recommend to clients: Worst: – No coverage, held in your name.

.: I don't care about pot-heads wasting their lives away; it keeps my rental base strong.

I know investors who purely work with one broker or lender, because of the strong relationship they have built with that individual person, I also know a lot of investors who jump from bank to bank just to get the best terms, and then never come back.

I had clients buy a 2 unit property in Mesa and closed yesterday.

Banks and credit unions can also offer flexibility for investors that engage in strong relationship-building strategies, offering discounts and solid loans in exchange for borrowers willing to use the institution for other purposes (savings accounts, etc.).