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-   -   Recommendation Needed for CPA and/ or Tax Preparer (https://dorkiphus.net/porsche/showthread.php?t=39086)

BlackTalon 08-26-2018 07:24 PM

Recommendation Needed for CPA and/ or Tax Preparer
 
I have two needs:

1. A CPA to review some personal financial info and certify an investor application form. This is fairly pressing (i.e., this week)

2. A tax preparer. After going with the person who has done my wife's taxes for ~15 years, we need to make a change. He made several mistakes on our 2017 returns, and when brought to his attention he only fixed some of them. One mistake was very blatant (multi-$x00,000 'loss' on a stock sale that only lost $x,000) yet did not raise a flag with him. In the end, the small refund we thought we were getting turned into a small "amount due" accompanied by a penalty and interest. Definitely not going to work with him anymore.

I am in NoVa, so recommendations for people in the DC area are appreciated.

Thanks in advance for any recommendations.

HughA44s 08-26-2018 07:43 PM

Sure BT, his name is Michael Cohen and I understand he fixes stuff although I understand he works out of New York

ItalyChicken 08-26-2018 09:15 PM

PM'd you

BlackTalon 08-26-2018 09:24 PM

Quote:

Originally Posted by ItalyChicken (Post 611283)
PM'd you

PM'd back. Will follow up with you.

good hands 08-27-2018 10:49 AM

Fitzwater and Dean.

http://www.fitzdean.com/firm_profile.html

Der ABT 08-27-2018 11:08 AM

Quote:

Originally Posted by good hands (Post 611294)

X2

BlackTalon 08-27-2018 12:06 PM

Thanks for the reminder. For some reason I had thought they were in the business sector only.

Dr K 08-30-2018 10:15 PM

Quote:

Originally Posted by HughA44s (Post 611282)
Sure BT, his name is Michael Cohen and I understand he fixes stuff although I understand he works out of New York

Actually, there's another Michael Cohen who happens to be an accountant and financial planner, did DEs with PCA in his Cayman R (currently Fumes' race car), and races with me in SCCA. Stand up guy and smart. Glass/Jacobson ads in DV are his. I can get you his number/email if you want. He's in Rockville but might work out a more convenient meet for a Dorki.

Too Tall 08-31-2018 08:05 PM

If you are still looking PM me. I have a guy who works for a Feduciary near Leesburg who run my life...I mean manages things for us. No kidding, he is good. Toes the line but does wear grey suits.

skibones 01-03-2023 11:54 AM

Happy New Year all!

My tax accountant retired and I am searching for a new one. We live in southern Maryland, any Dorki accountants out there or do any of you have a current recommendation?

I appreciate the help,

Charlie


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