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Updated about 4 years ago on . Most recent reply

User Stats

15
Posts
9
Votes
Taylor Adams
  • Investor
  • Boston, MA
9
Votes |
15
Posts

Massachusetts Accountant Recommendations?

Taylor Adams
  • Investor
  • Boston, MA
Posted

Hi all - My husband and I want to get ahead of tax season and make sure we are doing everything possible to put ourselves in a good position. Last year we used a CPA who didn't have a good working knowledge of investing and it felt like we could have been better served. 

Wondering if anyone has a recommendation in Massachusetts (preferably near Boston) for a CPA who works with investors and helps strategize with his clients?

For reference, we now have 2 properties (about to close on another), a house hack, my husband works a W-2 job, I just left my W-2 job, and am now an independent contractor (REA).

Thanks in advance!

Most Popular Reply

User Stats

6
Posts
3
Votes
Sarah W Adler
  • Investor
  • Boston
3
Votes |
6
Posts
Sarah W Adler
  • Investor
  • Boston
Replied

@Taylor Adams Hi Taylor, my family has worked with Mike Sokolski of Yoshida & Sokolski for decades and he’s great. Very thorough, reliable and communicative. If you google him you can find his contact info.

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