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terabhaii t1_j2euy5z wrote

Hello. How can we find a good CPA CFP to help plan with taxes, general investing queries, and just overall compliance. I am just starting and keep getting confused, so a person who can guide will be best. I tried finding some online but they are unclear on what kind of services they can provide and charge even when I ask to discuss if they are the right fit for me. Any pointers will be appreciated, thank you. And Happy New Year to everyone!

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WynonaRide-Her t1_j2ffiz3 wrote

Honestly, IRS.gov is your best resource- unless you have a seriously complex situation ie business, amt, trust etc

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terabhaii t1_j2fh2vv wrote

Yeah, I do have a trust set up in another country. Many such complications, not a lot of money though so looking for an efficient solution instead of going to an expensive advsior

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dequeued t1_j2f2phc wrote

If you're talking about tax preparation help, you want a CPA. Generally, I'd suggest starting by asking your coworkers and perhaps your manager if they have a CPA they'd recommend. Friends in a vaguely similar financial situation are also a good source for recommendations.

A good number of CPAs also provide financial planning services. You could try looking for a CPA that is also a CFP or a CPA with the FPS credential.

If you don't really need or want help with tax preparation, I would just find a fee-only CFP.

The financial advisors wiki article has more advice.

I'd also suggest checking the PF wiki to start your own education. There are a lot of articles to read, but the Prime Directive is a good place to get started.

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meamemg t1_j2f57st wrote

To add to this great answer, if I was getting a CFP I’d let them recommend a tax preparer rather than find one on my own. Even if they aren’t a CPA they may still offer tax services or be affiliated with someone who does.

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