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.
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David D.
'87 Targa
- 2021 quickly disappearing...
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