Next year I want to get my taxes prepared by a new accountant. Looking for recommendations in the Bay Area! [more inside]
I want to do the right thing: pay what I owe. Yet, I don't know who would be on my side! A tax preparer? An accountant, CPA, tax attorney, someone else? The years have caught up to me, true, but how will I live once I've acknowledged my debt? Can I pay my bills and the person/company helping me before the IRS freezes or sucks money out of my account? What if my "income" comes not from a job, rather a will/trust account? Add to this Obamacare and recently, a state tax. I am frightened. I figure I'll pay until the day I die. How many years will that be? [more inside]
I have a small mess on my hands with IRS Form 5405, and repaying the 2008 First Time Homebuyer Tax Credit. Looks like amending is going to be needed. In what order, and how, do I need to amend all of these returns? Bonus: also need to amend my 2015 taxes, anyway. [more inside]
In June, I started renting out a bedroom in my condo. I know I can deduct a percentage of some household expenses, but I want to make sure I 'm doing it right. I've been doing my taxes online with FreeTaxUSA for years. I'm really happy with them, but I've always just taken the standard deduction, and I'm wondering if it would be worth hiring someone this year (and then maybe going back to online next year). More inside. [more inside]
I have a part-time freelance thing that I do, in California. At what point do I need to get more formal about incorporating and such? [more inside]
I have a pretty simple tax situation, and I'm pretty sure that preparing my return isn't difficult. The exact figures differ, but the overall structure is the same every year. Still, I'm phobic about the whole thing and greatly prefer to pay someone to do it for me. The price seems to creep up each year, though, and this year it could be as much as $600, which seems like a lot. I live in NYC, but still. [more inside]
Past-aurynn left me in a a situation where I need to file back taxes in Canada, and I'd like professional support in order to get this sorted correctly. Wrinkle: I'm now a Canadian expat living in New Zealand. Does anyone have good recommendations for Alberta-knowledgable tax accountants, who are responsive to email, that could help me out?
The accountant who did my 2011 taxes did a lame job (on several levels). I was notified at some point in 2012 that she'd made en error on my federal return and that I owed more money. Now I just got a notice from the state, saying that I owe them money for the same year. [more inside]
Who is the best professional to call on before 2015 taxes are due? [more inside]
I'm reaching out to my fellow Sydney-based Australians for recommendations on Accountants that are geared towards small business/consultancies. I've recently hung up my shingle as a consultant and would like to engage with an accountant that will grow with me and set me off on the right foot. [more inside]
I need an accountant in L.A., preferably somewhere between downtown and Mid-City. [more inside]
I run a small law firm in New York City and need to find an accountant for the business to help with taxes, etc., but have no idea how to find a good one. Google brings back a bewildering number of results. Does anyone have any recommendations on where to go? Thanks for any advice anyone might have!
I've got some complicated taxes this year with two W2s and a few 1099s and living in multiple states. Yelp is not turning up anyone useful and the one local company I reached out to is not responding. I don't trust chains like H&R Block, but I don't mind a small company or independent professional. My budget is about $200-$250, might be able to do a little more. Boston, Dedham, Milton area preferred, but may be able to travel a bit further afield for someone with a great reputation. Recommendations are very much appreciated!
We have way too many filing cabinets taking up space in the home office and we'd like to digitize most of the contents and then shred the original physical items. I've read this document for retention best practices but it doesn't mention anything about digitizing. We're talking receipts, medical records, financial statements, etc. All sorts of goodies. In my mind, worst case scenario is we have to print out any records before submitting them but I could be totally wrong... Thanks!
Building on an earlier question I'd like some personalized advice on using an accountant. [more inside]
I know that if you plan well with accountants, you can reduce your tax profile. At what income bracket do you actually get enough advantage from doing this and finding all the weird corner hidden deductions to well cover the expense of hiring the accountant in the first place? [more inside]
Can you recommend a good accountant in Adelaide? In particular, one who may have experience with foreign income and owning a small business. [more inside]
My accountant screwed up my 2012 tax return, to the tune of a six-figure tax bill. You are not my lawyer, or my accountant, but hopefully you can help me figure out which I should contact: a tax lawyer or the accountant? [more inside]
Got my bill today from my accountant...Can anyone tell me if these fee's are legit? They seem pretty high and im hoping someone with knowledge in this could elaborate or confirm these fees are standard. Thank you!
We hate doing our taxes. Despite a professional familiarity with the basics of the tax code, or perhaps because of it, dealing with all of the paperwork really stresses me out, and my spouse doesn't like to do it either. Can you help us find an accountant in the Chicago area who will be competent and easygoing? Details inside. [more inside]
Is an accountant obligated to report unreported income to the IRS, if the conversation is not pertaining to the completion of my tax return? [more inside]
I need a lawyer, a tax accountant, and a small business valuation service. Who do I hire and in what order? [more inside]
In the next few weeks I have to make a decision about exercising some incentive stock options. I have a general idea of the tax implications of this event, but I would like to meet with an accountant who can run me through the exact numbers. [more inside]
Setting up an LLC for the first time. Do I need an attorney or accountant? Or both? [more inside]
I'm making a feature film and I need an accountant to maybe handle payroll, but mainly to advise on tax matters for my LLC and me personally. [more inside]
I need to file an amendment to my 2009 US federal and state taxes - I lived in the US (California specifically) half of the 2009 year and the rest of the year in Canada (GTA). I think this will be very simple (nothing but paycheck income to claim, no assets like trusts, property, stock, etc), but I am overwhelmed with the choices of accountants and tax people here, even the ones who specialize in cross border taxes. Can anyone recommend a decent tax person who could help with this? Preferrably someone near Etobicoke, although Mississauga/Oakville fine too. I've had numerous people warn me against the nearest chain type tax place, so I'm looking for someone independent or a small accounting type firm.
I've had a difficult time figuring out my tax situation since I moved from the US and now I'm trying to get everything settled. I'm behind a few years and need someone to talk directly with the IRS on my behalf. Will I need an enrolled agent? A tax attorney? Both? Neither? Arg it's so confusing! [more inside]
I'm looking to file my taxes for the year. Can anybody recommend someone reasonably affordable and London-based who does this for a living? [more inside]
I am trying to fill out our first 1065 on Turbotax. We formed as an LLC with the State. The IRS doesn't have a designation for LLC, and considers us a Partnership. Turbotax is asking for each member of the LLC whether we are Limited Partners or General Partners. On the operation agreement, we are member, and actively run the business together. We did not specify a member-manager. On Turbotax, it is asking whether we are General or Limited partners and I am wondering which one I should select. [more inside]
Asking for a writer friend:
I need an accountant who is up to speed on writers'/artists' tax affairs, and in particular one who understands the intricacies of residence and/or obligation to file in more than one country.[more inside]
I have come to the conclusion that I am bad with money, and I need help. The question is, who can provide me with the help I need. I've researched various professions online and have a hard time telling who would best suit my needs: a bookkeeper, an accountant, a financial counselor, a daily money manager, someone else entirely?? More than one of these?? [more inside]
Looking for a referral for a tax preparer for personal and small creative business. I am located in Los Angeles. [more inside]
I am suddenly making a grown-up salary, with a retirement plan and everything. I need to talk to a financial professional about optimizing my taxes and retirement and building a perfect(-ish) machine that I don't need to think about too much. I don't actually know what this person is called. Am I looking for an accountant? A financial advisor? A financial planner? Or something else? Please help me overcome my laughable naïveté. Thanks! [more inside]
How important is it for me to get an accountant now that I'm earning most of my income as a freelancer? Can I handle taxes on my own? [more inside]
I recently found myself in the middle class with none of the financial acumen needed to handle money on this scale. To be specific, my most complicated financial transaction to date has been handing someone two hundred dollars in cash and riding off on his bike. I'd like to talk to someone knowledgeable about money about my financial goals and be told my options for achieving those goals. Do you know such a person in New York City or the nearby suburbs? The two specific goals I have in mind right now are saving for retirement and paying off a bunch of debts. A possible complication is that all of the debt is in my parents' name, so it might be nontrivial to structure the repayment so that, from a tax perspective, it doesn't look like I've just started giving my parents lots of money every year. Also, it would be better, though not strictly necessary, if this person could speak Chinese to my parents.
I'm a web developer in Toronto who is currently operating as a sole proprietor. A prospective new client would really like to hire me for a major new project, but they can only deal with incorporated companies and cannot hire a sole prop. I'm looking for advice on incorporating from a) people in Canada and especially Ontario, but also from b) anyone who has any relevant advice about the experience of becoming an Inc., even if you are not Canadian. Yes, I will be engaging an accountant or lawyer for specific advice if I do decide to move forward, so I'm not worried that some specific advice may not be appropriate for my jurisdiction: I'm just trying to get a broad picture of what it's like (and some recommendations for lawyers/accountants). [more inside]
I have several years of un-filed taxes. I'm in NYC. I've been, mostly, a freelancer. Things are getting scary. I need an understanding, skilled, non-judgmental accountant. [more inside]
I just found out my accountant screwed up and never filed my 2011 taxes. No one at her office is returning my emails or messages. My tax situation is now a complete mess. I don't know where to start to fix this. Help? [more inside]
I'm seeking recommendations for tax consultants in the UK, or in the US, or maybe both, to figure out where I need to pay taxes. [more inside]
Is my accountant obliged to give me a copy of a past business tax return if requested? [more inside]
How does one go about finding a personal accountant in Seattle? [more inside]
I need recommendations for a small business accountant in Glendale / Peoria, AZ. [more inside]
Can anyone recommend an accountant in downtown Boston? Primarily for personal income tax preparation, but I'm also interested in financial planning. Location is important -- ideally located in the Financial District, West End, or North End. [more inside]
I need to hire someone to help my mom handle her finances. Would this be an accountant? A lawyer? Something else? [more inside]
I'm tired of doing my own taxes, and afraid of hiring another accountant. What is the best/cheapest tax software for a Canadian living in Quebec? I just can't deal with another accountant. I'm tired of being told something will cost 150$ and then get charged 500$ as if they didn't know what they needed to do. I want a tax software that is going to do the weird stuff for me. I don't depend or trust what the box says either! I have some rental income, some contract income, and some salary income. I also have a second (gf) who has simple income.
I'm inheriting $100,000. My parents are inheriting a lot more (around $1mil, but we're not sure the exact amount). Please give us advice. We're in the US (New Mexico). [more inside]
argh!! nooooooo!! my amazing tax accountant has decided to retire and is leaving me without any referrals. can anyone recommend an awesome tax accountant, bonus points for specializing in working with creatives. [more inside]
US-ian Tax questions: After a long hunt, this year I finally found a job (yay) several time-zones away from my husband and family (boo). The travel, additional housing, etc costs have consumed a lot of my income. Are any of those additional expenses potential write-offs for my taxes? [more inside]
In two years I'll be graduating with a master's in internal systems auditing and control. I've never worked with an accounting firm before because my first degree is in English, but I wanted to set myself up to be able to move easily. Would I have to quit my job in order to move or would I have to hope that I get transferred to said location? [more inside]
I need recommendations for an accountant, tax lawyer, or real estate lawyer in the Twin Cities. [more inside]