Why is professional consultation with the property owner’s Realtor, investment advisor, and tax preparer important?
I want our owners to be financially successful. Our success depends on their success. My financial background allows me to communicate effectively with REALTORS, financial advisors, CPA’s and tax professionals. Most investors have other types of investments and income besides rental properties. We want to be able to effectively communicate in regards to the client’s rental property financial results so that their other advisers can better help them in regards to business strategies including tax. We only provide this with the client’s permission but we do acknowledge that while we are an important part of the client’s financial team, we are only one member of that incredibly valuable team of advisers.