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Oregon Real Estate Q&A Discussion Forum
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Updated almost 4 years ago on . Most recent reply

User Stats

564
Posts
299
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Grant Schroeder
  • Lender
  • OR ID AZ CA WA CO NV TN
299
Votes |
564
Posts

CPA Needed for 2021 Taxes - Oregon

Grant Schroeder
  • Lender
  • OR ID AZ CA WA CO NV TN
Posted

Hello BP Community!

I am looking for recommendations for a new CPA that is good with Schedule E, responsive, adds great value for the cost, and is knowledgeable. I am not afraid to pay $900-$1,300 for a CPA who knows what they are doing and takes great care of me as a client during tax season and throughout the year with tax-related questions.

I have used the same CPA in Newberg, Oregon the past two years and this year they have made an absolute mess of my tax return. I am doing their job for them in multiple instances on Schedule A and Schedule E. We have our primary residence and 3 Schedule E rentals, and my wife and I are both W2 employees. Nothing too crazy or outside the norm. We are organized with Bookkeeping throughout the year and submit all needed documentation upfront. I submitted my documentation to them on February 25th, and they are just now sending me my federal and state return to review this week (4/26). I have found errors on Schedule A, Schedule E, and Carry Over Losses in two drafts they have sent thus far. It is time to look elsewhere as this is costing me time and money that it should not be. 

I look forward to hearing your recommendations!

  • Grant Schroeder
  • [email protected]
  • 541-231-1256
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