CPA · Raleigh, NC · Member since 2013 · 1k+ posts · 2k+ votes
10y
@Brit Foshee don't feel like you can only have a local CPA. Especially if you are looking for the best. Several of us serve clients all over the U.S. and even world. Today's tech allows us to collaborate seamlessly with our clients regardless of how many miles separate us.
If you are set on using someone local, search the forums for investors local to you and ask for a referral. Or join local Facebook groups and ask them for a solid referral.
Either way you can't go wrong. Good for you for being proactive!
@Brit Foshee don't feel like you can only have a local CPA. Especially if you are looking for the best. Several of us serve clients all over the U.S. and even world. Today's tech allows us to collaborate seamlessly with our clients regardless of how many miles separate us.
If you are set on using someone local, search the forums for investors local to you and ask for a referral. Or join local Facebook groups and ask them for a solid referral.
Either way you can't go wrong. Good for you for being proactive!
Hi Brit, I agree with Brandon, get a referral, while attorneys can only practice law in the state they are licensed in. A CPA in DC or Montana can help a tax client in Fort Myers.
The tax planning, strategizing, etc… can all be done from someone in Florida or outside. Especially because Florida does not charge state income taxes to individuals (businesses are treated differently) you can get some great advise outside of the Fort Myers area.
Get a referral, have a meeting, see if it a good fit.