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Learning, Sharing, and Teaching => Ask a Mustachian => Topic started by: yoga mama on November 04, 2014, 08:41:26 AM

Title: How do I find an accountant?
Post by: yoga mama on November 04, 2014, 08:41:26 AM
I've been doing our taxes for years on Turbotax, but things seem to be getting more and more complex and I am at the point where I'd like to hire an accountant.  Any suggestions on where to find one?  I've asked a couple of people at work, who don't particularly like the person they use, also tried yelp but the couple I found with several good reviews seem to have artificial sounding reviews.  Just wondering if anyone has tips on what to look for in an accountant!  Thanks!
Title: Re: How do I find an accountant?
Post by: marty998 on November 04, 2014, 01:14:12 PM
Hi,

I'm Martin, 28yo accountant , single, aquarius. Looking for.....oh

sorry, thread title caught my attention :)
Title: Re: How do I find an accountant?
Post by: yoga mama on November 04, 2014, 01:41:06 PM
Ha ha!  Awesome!  Wrong category ;)
Title: Re: How do I find an accountant?
Post by: Dicey on November 04, 2014, 02:02:08 PM
Hi yoga mama,
Ask wealthier people. Also, lawyers, estate, and financial planners know good CPA's. If you live in a city, you could call your City Treasurer. In my town, it's an elected/volunteer position, but he's been in the job 18 years, is a retired CPA, and knows everyone. If I needed a new CPA, I'd call him first.
Title: Re: How do I find an accountant?
Post by: mozar on November 04, 2014, 08:47:02 PM
I'm an accountant (not tax though). I think you can figure it out yourself. Unless you have a business. Try craigslist, o-desk. You should look for people with experience with your particular issue. tax accounting is vast.
Title: Re: How do I find an accountant?
Post by: Gimesalot on November 05, 2014, 07:54:51 AM
Are you sure you need an accountant and not a tax preparer?  What about a book keeper instead of an accountant?  Although all are similar, the price difference can be huge. 

Also, my taxes are getting more and more complex, and turbo tax/ tax act no longer cut it.  So, I decided to take the HR Block tax class.  It is their primary recruitment tool, but I have to say it is an amazing class.  I have learned so much about completing taxes.  I have no doubt that I will be able to complete mine accurately, without worry.  If you do decide to take it, make sure you search for a coupon code.

Back to your original question, have you tried asking people in a trade group or local small business group?  Does Angie's List have accountants?
Title: Re: How do I find an accountant?
Post by: yoga mama on November 05, 2014, 08:18:01 AM
Thanks to all for the good advice!

Are you sure you need an accountant and not a tax preparer?  What about a book keeper instead of an accountant?  Although all are similar, the price difference can be huge. 

Also, my taxes are getting more and more complex, and turbo tax/ tax act no longer cut it.  So, I decided to take the HR Block tax class.  It is their primary recruitment tool, but I have to say it is an amazing class.  I have learned so much about completing taxes.  I have no doubt that I will be able to complete mine accurately, without worry.  If you do decide to take it, make sure you search for a coupon code.

Back to your original question, have you tried asking people in a trade group or local small business group?  Does Angie's List have accountants?

You're right - I don't necessarily need an accountant, and I think a tax preparer would be fine.  I truly enjoy doing them myself, to be honest.  I'm just afraid that as we start a small business, refinance our mortgage, shift retirement contributions around, I'll mess something up.  I love the idea of taking the tax preparation class - thank you!  I will look into that.