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Reader Mimi is looking for an “old fashioned CPA” for tax help – and she is willing to pay. Mimi writes:
I am searching for an old fashioned CPA who takes the time to review all deductions, make suggestions, etc. I am fed up with CPA’s who give me short shrift because I am not in business or a huge money making client.
Where can retired seniors go to find a service oriented CPA? I’m not looking for a freebie. I can pay a reasonable hourly fee for personalized service. Please advise if you can point me in the right direction.
thanks,
mimi
AARP is a good resource for seniors looking for tax help, but unfortunately the org’s free tax services run between January and April. Still, contact AARP (member@aarp.org or 888-687-2277) and ask them to point you in the right direction. You might also call your local senior citizens community center for recommendations.
What would you tell Mimi?
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Welcome to Bargain Babe! I’m Mara, and I’m so glad you’re here. I am an obsessive bargain hunter and penny pincher, and I am determined to live a full life without EVER paying full price.
Mimi doesn’t say where she lives, but I have an excellent CPA, who is also a friend, who does my taxes, and has done so for years. He lives in the San Fernando Valley, and works from his home after closing his long-time office. If this is helpful, let me know, and I’ll pass along his information. BTW ~ He’s also a past president of the CA CPA association.
I also live in the San Fernando Valley (Encino) and I work for a CPA. I’ve worked for him for over 30 years. He’s not cheap but he is reasonable and he’s good and he’s thorough.
Contact me for more info.
I work for a tax preparation company and they are great. They are not CPA’s, but, they don’t need to be.
This is in Burbank and we do work for people that are in the “Biz” mostly.
Let me know if you want more info.
hi ellie, linda & karen-
Thank you for the referrals. I would like to contacf each of them. Please e-mail me at: ladygodiving@gmail.com. If you include your phone number, I would like to talk with you about each referral.
I am happy to report that Linda’s referral to her employer turned out to be a winner. I appreciate the support and assistance shown by various readers of this blog…and especially, Julia.
I’m glad to hear Mimi was able to hook up with a CPA who can fulfill her accounting needs, and wish her all the best in the future. One more example of the helpful efficiency and caring readers of BB!
I’ll reserve my judgement until I see photos, reviews and see it with my own eyes.