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Updated over 1 year ago on . Most recent reply

User Stats

114
Posts
78
Votes
Jon McCarron
  • Real Estate Agent
  • Salem, MA
78
Votes |
114
Posts

It happened...my accountant retired, no plan in place

Jon McCarron
  • Real Estate Agent
  • Salem, MA
Posted

Hi BP,

I just got a letter in the mail from my accountant of many years that she will be retiring. So, two questions...

1) Can anyone recommend a real estate/business focused CPA that does planning as well as tax prep.

2) She mentioned that she had no referral CPA or firm at this time. I think she is letting it die out. A la Codie Sanchez, could this be an opportunity? If any CPAs out there are looking to potentially acquire a book of business, DM me, and maybe we can figure something out?

Thank you for any suggestions! Btw, I am located in the North Shore in Massachusetts.

Jon

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