The first professional to retain is an experienced EB-5 attorney.If you are investing in a EB-5 regional center project then you also need to retain a CPA and tax attorney for tax and financial planning before you obtain your conditional permanent residency.
Yes, having the immigration attorney coordinate the process with other professionals is essential. As an investor, you would also want the project reviewed by an investment advisor or corporate attorney. A Certified Public Accountant could also assist you with this process. The goal here is to determine if the investment is a good business decision. A tax planner will help you plan for the changes to your tax status when becoming a permanent resident. An experienced EB-5 attorney, like those at our law firm, should have a network of trusted professionals that you can speak with.