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Updated 3 months ago,

User Stats

205
Posts
52
Votes
James Brand
  • Investor
  • Philadelphia, PA
52
Votes |
205
Posts

Accountant/CPA who is Stessa savvy?!?

James Brand
  • Investor
  • Philadelphia, PA
Posted

BP,

Stessa was once (maybe still is?) a platform advertised for on the BP podcast...


I have recently adopted it and am aggressively working through prior years' data to get the most out of the system. My question is if there are any Stessa savvy CPAs. To me it seems like an incredible pairing, someone who knows and understands to tools available and has the professional ability to leverage those tools not just for tax returns BUT also for tax planning and strategy.

I'm a Stessa Pro member and in talking with the pro support team they do not have any preferred CPAs/vendors at this time.

Does anyone know of CPAs who know the system? Are any BP members familiar with it?


Cheers,

James

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