Professional Help Post local shops and businesses you trust and recommend. |
|
Thread Tools | Display Modes |
#1
|
||||
|
||||
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... |
#2
|
|||
|
|||
Sure BT, his name is Michael Cohen and I understand he fixes stuff although I understand he works out of New York
|
#3
|
||||
|
||||
PM'd you
|
#4
|
||||
|
||||
__________________
David D. '87 Targa - 2021 quickly disappearing... |
#5
|
||||
|
||||
__________________
Scott Bresnahan Purcellville Va. http://agent.allstate.com/SBresnahan/Welcome 2014 GTB1 World Champion 8 Time National DE champion 88 911 Cup 13 Boxster S 1969 Saab Sonett 2005 Cayenne 2013 Cayenne 2014 F150 Hurricane race trailer with A/C 05 Cup car 02 Koni 996 |
#6
|
||||
|
||||
Quote:
__________________
Evan 87 911 E stock GONE.......: 84 911 Estock 2015 E stock national champion Close Motorsports - Driver Coaching and Data Equipment sales Website coming soon Old http://retaliatemotorsports.blogspot.com/ |
#7
|
||||
|
||||
Thanks for the reminder. For some reason I had thought they were in the business sector only.
__________________
David D. '87 Targa - 2021 quickly disappearing... |
#8
|
||||
|
||||
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.
__________________
Peter (not "Pete") K. 2016 Cayman S 1999 Miata ("SM") race car 2016 Toyota Highlander--tow vehicle/wife's DD 2017 VW GTI SE (DD) Gone and missed: 1992 Miata ("SSM") race car 2009 911 C2S Coupe 2004 Toyota Prius - sold to son's girlfriend 2006 Dodge Durango 2003 Acura MDX 86 Black 911 Coupe race car 86 Gold 911 Targa 82 WineRedMetallic 911 Targa |
#9
|
|||
|
|||
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.
__________________
Josh Simonds 07' 997.1 Atlas Black "this ain't tennis, I suggest you figure it out if you plan on doing this sport" |
#10
|
||||
|
||||
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
__________________
Charlie 2017 Graphite Blue 991.2 C4 Cab 2007 Grey 997.1 C4S Coupe (Sold) 2019 Grey Ford F-250 Lariat (tow, DD) 2018 Grey 22’ ATC Raven (hauler) |
|
|