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9 January 2025 | 3 replies
Posting goals here on this thread can help to act as a form of accountability.
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1 February 2025 | 30 replies
Sit down with a tax accountant and a realtor in your market walk thru the above with them.
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13 January 2025 | 17 replies
I maintain these connections by reaching out annually to check in and see if there’s anything I can do to assist them further.If you enjoyed this post, please consider voting!
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9 January 2025 | 20 replies
We all do the same thing, we just call ourselves different names and carry similar but different licenses:- CPA - Certified Public Accountant- EA - Enrolled Agent - Accountant - Tax advisor - Tax strategist- Tax consultant - Tax plannerIt all means basically the same.
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16 January 2025 | 13 replies
For seasonality, I take into account holidays and local events that might drive demand.I'd be happy to connect for more ideas!
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12 January 2025 | 12 replies
It's important to consult with an attorney or an accountant to determine whether an LLC is the right choice for your specific situation.You can reach out to me and my team who can guide you through the process and help you navigate any challenges that may arise.
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6 January 2025 | 5 replies
Total annual income for all applicants meets the 3X requirement but the credit scores are 700, 595, and 545.
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22 January 2025 | 25 replies
Do you see why we accountants say "likely" and "possibly" in every paragraph we write?
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13 January 2025 | 5 replies
There will be a lot of things to take into account.
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17 January 2025 | 19 replies
So far the concerns I have discovered would be things like control of collateral, maintenance requirements/margin calls, and various fees that may be charged on quarterly or annual basis.