Good stuff, thanks guys.
Of course I have my whole life (59 next month) avoided financial sales weasels.
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| Need a personal tax advisor - Redmond/Duvall/Wood/Kirk https://www.waguns.org/viewtopic.php?f=36&t=82196 |
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| Author: | Pablo [ Sun Jun 18, 2017 4:58 pm ] |
| Post subject: | Need a personal tax advisor - Redmond/Duvall/Wood/Kirk |
I need to find a tax advisor for future events. Someone not a million miles away. I use Chris Vattaks (Community Business Services) in Duvall for business tax prep, as does my wife for her mom's properties, etc. They do OK. Make a mistake or two, but are OK for getting tax done and in, and make things right. I now need someone who can help with decisions about money from trusts, inherited properties, carrying paper, retirement, selling businesses, etc. One thing at a time I can handle, but I need to view too much as whole. A sharp person to keep me out of tax traps. TIA. |
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| Author: | edogg [ Sun Jun 18, 2017 8:59 pm ] |
| Post subject: | Re: Need a personal tax advisor - Redmond/Duvall/Wood/Kirk |
We use Clear Accounting Solutions. It's a small company and they do good work. Never had a problem and they are reasonably priced. https://www.clearacctg.com Sent from my iPhone using Tapatalk |
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| Author: | Guntrader [ Sun Jun 18, 2017 9:01 pm ] |
| Post subject: | Re: Need a personal tax advisor - Redmond/Duvall/Wood/Kirk |
Mine charges too much, looking for another one. |
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| Author: | jukk0u [ Sun Jun 18, 2017 9:05 pm ] |
| Post subject: | Re: Need a personal tax advisor - Redmond/Duvall/Wood/Kirk |
Cheryl Porter Kirkland |
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| Author: | rstrobel [ Sun Jun 18, 2017 9:20 pm ] |
| Post subject: | Re: Need a personal tax advisor - Redmond/Duvall/Wood/Kirk |
Pablo wrote: money from trusts, inherited properties, carrying paper, retirement, selling businesses, etc. One thing at a time I can handle, but I need to view too much as whole. A sharp person to keep me out of tax traps. TIA. you need a lawyer, a REAL financial advisor (NOT a financial salesman at edward jones/merrill lynch/wells fargo), and a CPA. it is a huge mistake to trust a CPA with legal and retirement advice. it's not their area of expertise |
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| Author: | Pablo [ Mon Jun 19, 2017 3:10 am ] |
| Post subject: | Re: Need a personal tax advisor - Redmond/Duvall/Wood/Kirk |
Good stuff, thanks guys. Of course I have my whole life (59 next month) avoided financial sales weasels. |
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