Happy New Year! How dos everyone find a good CPA? I have friends who are CPAs but find it awkward to have a friend looking at my finance/tax. Also don’t want someone who sells insurance/annuities etc. any suggestions are appreciated!

like
Posting as :
works at
You are currently posting as works at

If it’s not too weird - ask your CPA friends for some recommendations?

like

CLA is a good option! They have services from tax to wealth advisory services.

Do your friends prepare individual returns, and if so for clients similar to you?

I'm a CPA, in tax with some historical 1040 experience, but specialize in other areas of tax and barely know/keep up enough to be comfortable preparing my own return. I occasionally get asked by friends/relatives and even the occasional coworker but would not feel like I know enough to prepare someone else's (also can't due to employer rules). I'm sure it sounds like a copout to them but they'd be better off paying a 1040 shop than with me doing it for free.

Not for free, some of them help others to prep tax as side hustle, it’s weird to have a friend looking at your tax

Why do you think you need a CPA? If you are a “standard” W2 worker, a cpa may be unnecessary.

If you have a small business / side hustle / rental properties / actively trade stocks, I’d suggest finding someone in a similar life stage / circumstance as you to see who they use as a CPA since you’ll probably want someone who’s familiar with your situation.

most of my clients find me via word of mouth

but fwiw i also work for the largest firm in my city so most people know about the brand

I usually ask in my local facebook group and then do my research based on the recommendations. I have had the same CPA for over a decade now. Don't know what I will do when he retires haha.

Related Posts

Promotion to M1, 4 rating in NYC Advisory any thoughts on raise %?

like

3 yoe, new to the negotiation thing. Tips for reaching a fair amount, w/o sounding too conceited? Little visibility on salary benchmarks and I’m assuming HR starts on the low end.

like

AMERICAN EXPRESS India is hiring for UI Engineer role.
Title: UI Engineer – React, JSON, Cloud Engineering -21018062
Experience: 5+ years

JD screenshot is attached.
If interested, kindly DM me

Post Photo
like

How to get a Biotech job in abroad?? Experience is needed?? Am 2017 passed out student is there any sponsorship??

like

Hi Sharks,
Please give some like, need it for DM.

like

Any off beat documentaries to recommend? Just watched the Barkley Marathons.

like

Does anyone know of a good dating app? I have tried using Hinge, which I thought is designed for people to date and not to hook-up. However, everyone I chatted with is asking for pics like they would on Grindr…is that just our culture?

like

Hey folks, I’m about a year into my new SE career and looking to continue to invest in professional skills. I’ve obviously been thrown into the fire learning the sales side of things, but what areas (technical skills, certs, books, etc.) you all would recommend I look to invest in? I’ve been looking at some beginner coding boot camps and scrum product owner certs, but interested in what you all have done to further advance your career

like

I have a interview scheduled for Data Scientist job can any one suggest me. I am looking for a career transition to Data Science domain.

Is it possible to move from a copywriter job to medical writing?

like

This week in homebuying horror stories: offered $60k (10%) over asking on a house. Got beat by a last minute all-cash offer from an out of state buyer who was buying sight-unseen.

This is the worst.

likefunny

Hello All

Please give me 11 likes so that I can start direct DM.

Please help.

I need a refer for data analyst or MSSQL database job.

Thanks

likehelpful

Guys is it possible to get data science job with knowledge of Machine learning only? Or deep learning is must

like

Need help with preparation for AWS Cloud Practitioner certification.

like

We are expecting our first (also the first grandkid for both sides of the family) and our parents have done so much for us- is there a way to make them feel loved? A special grandparents gift?

like

Can we consider cars from the 90s to be classics?

Sub question: what's your favorite 90s-era car? Extra points for pics.

like

Hey everyone!
I’ve recently accepted a new position recruiting Pharmacists from all over the globe to come to Canada and work for our business units.
I’m looking to speak to literally anyone and everyone who is willing to chat and share information.
Your pain points, complaints, day to day life, experience with exams, certification etc.
Especially anyone who has immigrated to Canada to become a Pharmacy Tech, Pharmacy Assistant, Pharmacist etc.

like

Tips for becoming more independent as you progress from junior to midlevel? I am starting to be put into the position of just having to handle things including drafting and could use some advice from others.

like

Why is PWC looking for so many people in Denver? It looks like they have 70+ new posting s in the past week alone. Just keeping lines in water or what?

like

Does anyone have insights into recruiting at the Dubai office? Have things slowed down?

like

Additional Posts in FIRE Financial Independence Retire Early

I’m curious why more non-US citizens interested in FIRE don’t go live in a no/low tax jurisdiction even for a few years e.g. Dubai, some Caribbean islands. I get that some people will have family circumstances (e.g. elderly parents to look after) so it won’t be possible for them, but for a significant proportion it will be an option

like

Sharks! I’m 33, currently working as a Java Architect (11.6 YOE, 40 LPA INR). I’m planning for retirement at my 40. Currently owning a house worth 1 Crore INR where I’ll be closing my home loan by this August. Please suggest diversified options of Investment for my retirement. I don’t have any investment till now (except the house) as I used my whole income to close off the Loan which I took in 2019.

like

Is anyone else worried about an upcoming market crash, similar to the dot com bubble?

like

What is your socioeconomic background and how much NW do you consider “enough” to be able to live comfortably?

like

What is a reasonable fat FIRE number for a married couple? Can’t figure out if numbers I see are for one or two peopl

like

What does your asset allocation look like? Here's mine

Post Photo
likehelpful

The unending cycle is for real. Reached my LeanFIRE number 2 months ago, yet I don’t feel satisfied. Still reaching for the stars… when will this human desire end?

like

Hi, I repaid my student loan today and feel awesome. Want to start saving for a home ($350-400k). Any suggestions if I should invest in something short term or a Roth IRA or let it sit in my bank?

likeuplifting

Still using Ally Bank savings account, but the APY had dropped to .60%. Time to move. Any recs on personal savings account? This is my emergency “savings”

like

Are we on recession? My portfolio is super down - low cost ETF investor here

like

Finished Rich Dad Poor Dad and appreciate the emphasis on creating alternative cash flows (vs. just income). Does anyone have book recommendations on creating wealth? I've focused heavily on income + 'safe' investing, but intrigued to learn more.

like

Are my crypto profits taxed?

Well yes. Crypto is taxed like stocks & other types of property. When you sell for a profit, you are required to pay tax on the gains. It’s called capital gains tax.

like

Single and childless but would like kids. High income and maxing out all tax advantaged accounts I can but was thinking of starting a 529 in my own name to be transferred to future kids. If I don’t have kids maybe transfer it to my nephew. Thoughts, pros, cons?

like

Home reno financing question. Have a big project coming up in the $120-150k range. Funding sources are:
- 90k from a heloc around prime
- 10k from a credit card that offers promo checks at 2-3% for 12-18 months
- 375k in a brokerage
- 5-6k per month cash that I can put towards the project, loans, or brokerage

I don't want to stop funding the brokerage because my FIRE plan is less numbers based than "hoard like dragon until it's enough" but maybe I should... How would you optimize?

like

For those of you who made your first million in net worth, what did you do next?

like

Trying to help my retired dad - When I google for what to do after retirement, only retirement planning related things shows up. My dad has been a workaholic and hasn’t developed many hobbies he could pursue. I was wondering how I could help him stay slightly occupied if not busy. Anyone here experienced this with your parents or yourself? How did you navigate this?

like

Hey all! I’m 30 years old. About to close on a house with a 5.75% fixed 30 yr mortgage. If you were me and your goal was to maximize your net worth by retirement, would you put a few thousand dollars extra into paying down the house faster or invest that extra money in the market? The 5.75% doesn’t feel that low but also not crazy high so I’m torn. Thoughts? 🙏

like

What’s everyone using instead of Robinhood? I just learned of WeBull recently but am not sure it’s for me.

like

Significant other and I crossed the combined $1M net worth mark this quarter! Mostly in RE and 401k so we will not be FIRE-ing but still excited to be in the 7fig club.

Sorry, need someplace to celebrate and you guys are awesome.

likeuplifting

Have 20k, what’s a good small business to start with this fund? Serious question here

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal