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Old 08-26-2018, 08:24 PM
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BlackTalon BlackTalon is offline
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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.
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Old 08-26-2018, 08:43 PM
HughA44s HughA44s is offline
 
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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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Old 08-26-2018, 10:15 PM
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ItalyChicken ItalyChicken is offline
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PM'd you
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Old 08-26-2018, 10:24 PM
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PM'd you
PM'd back. Will follow up with you.
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Old 08-27-2018, 11:49 AM
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Fitzwater and Dean.

http://www.fitzdean.com/firm_profile.html
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Old 08-27-2018, 12:08 PM
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X2
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Old 08-27-2018, 01:06 PM
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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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Old 08-30-2018, 11:15 PM
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Quote:
Originally Posted by HughA44s View Post
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.
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Old 08-31-2018, 09:05 PM
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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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