Dorkiphus.net - View Single Post - Recommendation Needed for CPA and/ or Tax Preparer
View Single Post
  #1  
Old 08-26-2018, 07:24 PM
BlackTalon's Avatar
BlackTalon BlackTalon is offline
Make Dorki Great Again
 
Join Date: Dec 2002
Location: Alexandria, Virginia
Posts: 14,792
BlackTalon
Default 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.
__________________
David D.
'87 Targa

- 2021 quickly disappearing...
Reply With Quote