Hi Bogleheads,
I am looking for a tax planning service.
I'm in my 40s and have been following the bogleheads philosophy for +10 years.
I only have index funds, follow my IPS and keep track of my savings rate and tax rate.
I have a wife who works for our small business and two school age children. Retirement planning and 529s are in good shape.
I have a good handle on personal saving and used a fee-only CFP once several years ago just to make sure I was on track.
My issue is that I recently started a small business a couple of years ago and I feel that I need more than what my current CPA is able to provide.
My CPA currently provides the following: S Corp returns, personal returns and payroll. I pay about 10K per year for this service (NYC area).
I have a TPA who handles the retirement plan for my small business (CBP and safe harbor 401k).
Does anyone have any recommendations on how to find a tax planner or a firm that can do the tax prep + tax planning? Is there something
like a Garrett Planning Network for tax planners? The person would need to be able to not just do my personal tax planning but also for the
business as well.
I've done some web searches but some of them sound real sketchy. Any help would be appreciated. Thank you.
I am looking for a tax planning service.
I'm in my 40s and have been following the bogleheads philosophy for +10 years.
I only have index funds, follow my IPS and keep track of my savings rate and tax rate.
I have a wife who works for our small business and two school age children. Retirement planning and 529s are in good shape.
I have a good handle on personal saving and used a fee-only CFP once several years ago just to make sure I was on track.
My issue is that I recently started a small business a couple of years ago and I feel that I need more than what my current CPA is able to provide.
My CPA currently provides the following: S Corp returns, personal returns and payroll. I pay about 10K per year for this service (NYC area).
I have a TPA who handles the retirement plan for my small business (CBP and safe harbor 401k).
Does anyone have any recommendations on how to find a tax planner or a firm that can do the tax prep + tax planning? Is there something
like a Garrett Planning Network for tax planners? The person would need to be able to not just do my personal tax planning but also for the
business as well.
I've done some web searches but some of them sound real sketchy. Any help would be appreciated. Thank you.
Statistics: Posted by jeanpierremelville — Fri May 17, 2024 4:30 pm — Replies 0 — Views 31