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. |
Sure BT, his name is Michael Cohen and I understand he fixes stuff although I understand he works out of New York
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PM'd you
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Thanks for the reminder. For some reason I had thought they were in the business sector only.
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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.
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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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