Any recs for a bookkeeping/tax preparation firm in California?
May 14, 2021 7:52 AM Subscribe
I've been self-employed and making 100% of my income in Massachusetts for quite a while, but in a few months I will be looking at making approximately 50% of my income in California.
Currently, my bookkeeping and tax preparation are done by two different people in Massachusetts and we all agreed it makes sense for me to find someone based in California who can do both duties to stay on top of tax laws etc. More details inside, but I am looking for advice from any Mefites with experience in this scenario and with recommendations.
Please feel free to MeFi mail me as well!
For more context, for both my bookkeeper and tax preparer, this has been their side gig, and the added complexity of this new situation is outside both of their comfort zones.
In particular, my tax preparer is also my financial advisor, he does my taxes almost as a convenience and it was he who recommended making this move.
This dual income situation is not just for one year, in theory it could be the new normal for me, so I want to get ahead of things because I know California state taxes have a reputation of being unique.
So far I have found this list of California enrolled agents who generally do both bookkeeping and tax preparation, so this seems to be the pool I'm fishing in, but I'd love to whittle this down and get some recommendations that are more qualified than just randomly choosing someone. Location is perhaps not as important, but this will be in the San Diego area if it helps.
Also, any other general advice or insight from self-employed people who have been in this situation would be welcome, this is my first rodeo when it comes to this dual state income thing.
Please feel free to
For more context, for both my bookkeeper and tax preparer, this has been their side gig, and the added complexity of this new situation is outside both of their comfort zones.
In particular, my tax preparer is also my financial advisor, he does my taxes almost as a convenience and it was he who recommended making this move.
This dual income situation is not just for one year, in theory it could be the new normal for me, so I want to get ahead of things because I know California state taxes have a reputation of being unique.
So far I have found this list of California enrolled agents who generally do both bookkeeping and tax preparation, so this seems to be the pool I'm fishing in, but I'd love to whittle this down and get some recommendations that are more qualified than just randomly choosing someone. Location is perhaps not as important, but this will be in the San Diego area if it helps.
Also, any other general advice or insight from self-employed people who have been in this situation would be welcome, this is my first rodeo when it comes to this dual state income thing.
Please feel free to
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