RENT Magazine Q4'23

7. Can I check their background?

Before hiring a real estate tax CPA, it's crucial to conduct a thorough background check. This process should involve checking their credentials, verifying their license, reviewing client testimonials and even checking for any disciplinary actions or complaints.

IT'S CRUCIAL TO CONDUCT A THOROUGH BACKGROUND CHECK.

You can use a service such as InfoMatchPlus.com to run an instant background check on a CPA.

Finding the right real estate tax CPA involves more than choosing someone with an impressive resume. It's about finding a strategic partner who can help you navigate the complex world of real estate taxes, leverage opportunities and ultimately build wealth. By asking these seven questions, you'll be well on your way to finding a CPA who can take your real estate investment game to the next level. THE BOTTOM LINE

TOM WHEELWRIGHT®, CPA CEO WealthAbility

Tax and wealth expert Tom Wheelwright® is a CPA, CEO of WealthAbility®, Rich Dad Advisor, entrepreneur, international speaker, and author of the bestselling books The Win-Win Wealth Strategy and Tax-Free Wealth. Wheelwright is the CPA for Robert Kiyosaki and has spoken on stage on six continents to over 100,000 entrepreneurs, small business owners and investors. He also is the host of two popular podcasts: The WealthAbility® Show with Tom Wheelwright® CPA and The WealthAbility® for CPAs Show.

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