Looking for good tax preparer recommendations
Hi everyone,
I am looking for your tax preparer recommendations, please. CPA is not necessarily required although it’s nice to have as long as they remain relatively affordable. I’m looking for someone who is a good communicator…able to explain complicated matters in a way that is easy to absorb and someone who is also generous with sharing knowledge and trying to set you up for success.
I have some property ownership, so knowledge of real estate is also important and someone who stays up-to-date with all of the laws of course.
If you can please share how much they’ve been charging you and how generous they are with their time, that would be appreciated. I am a bozo with these matters, so it is so nice to have someone who feels like they are on your team and act kind of like a consultant.
Thank you so much!
Parent Replies
Highlight recommend Nini Yang (408-464-7563). She’s been doing my taxes for 4 years now. I’ve recommended her a lot on here. She’s a enrolled agent and registered rep (so can do taxes across state lines and can help with other financial services, if needed). She has a really good understanding of how taxes impact all areas of finances. I believe she charges $100-$150 depending on how complicated the taxes are. (It might even be $80-$90 on the low end, mine have gotten more complicated so I just don’t remember). She is great at explaining!
I use Nini Yang (408) 464-7563. I believe she charges about $150. She’s been doing my taxes for several years now.