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Updated 8 months ago on . Most recent reply

Wilson Pereira's profile image
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Wilson Pereira
  • Member since Sep 11, 2018
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Wilson Pereira's profile image
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Wilson Pereira
  • Member since Sep 11, 2018
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Wilson Pereira
11
Votes |
20
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Classifieds

CPA and Tax strategist recommendation

Wilson Pereira
Posted

I was wondering if anyone could offer recommendations for both a CPA and tax strategist. A couple of CPAs and strategists I reached out to through BP are no longer accepting new clients and I would really prefer a referral through this forum. Thanks in advance.

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Wilson Pereira's profile image
Wilson Pereira's profile image
Wilson Pereira
  • Member since Sep 11, 2018
Connect

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20
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Votes
Wilson Pereira's profile image
Wilson Pereira's profile image
Wilson Pereira
  • Member since Sep 11, 2018
Connect
Wilson Pereira
11
Votes |
20
Posts
Wilson Pereira
Replied

Thanks to everyone who replied to my post. From my experience interacting with several CPAs, not everyone is a tax strategist. That's what makes this a bit more challenging than I expected. I'm flexible working with an accountant/strategist remotely.

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