Individual Tax Preparer - with International Assets Experience
A lot of the archived recommendations are either old or for relatively simple individual tax returns. We are in need of a CPA who can help us with our taxes and who is really good at strategizing somewhat complicated holdings: property in the US and overseas, pensions in the US and overseas, etc. Bonus if the person or firm is also good at advising on retirement, estate planning/wills, etc. We are in the Albany/Berkeley/Oakland area so even more bonus points for being local to us! Thanks hive-mind :)
Jan 23, 2017
Parent Replies
I used to work with Rich McDonnell at BPM and think he's really knowledgeable. Not sure what your budget is, though, but BPM is a full service firm.
https://www.bpmcpa.com/People/Rich-McDonnell
Otherwise, there's Armanino in the east bay and I've heard good things about the firm but haven't worked with them. If you want a standalone CPA, who's probably going to be cheaper, I would recommend Chika Obih in Oakland.