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Updated about 8 years ago,

User Stats

11
Posts
2
Votes
Carlos Guzman
  • Investor
  • Philadelphia, PA
2
Votes |
11
Posts

Should I dump my CPA ?

Carlos Guzman
  • Investor
  • Philadelphia, PA
Posted

Hello Everyone,

Piggybacking on another post about CPA recs, I wanted to share my experience with my current CPA and get feedback 

My CPA does not disclose up front what costs would be associated with meetings, advice and document preparation. I have asked them to please disclose approximate costs upfront, but they have been elusive on the subject, stating: "All costs are associated with the project". Coming from construction I am used to vendors being upfront with costs every step of the way.

I expected this high price outfit to advise me on strategy and how to properly manage my rental income to maximize tax efficiency. So far I have not heard of any actionable advice (Other than you can expense your mileage or save receipts from lunch meetings).

Am I asking too much of my CPA ?

Is it standard procedure to receive a bill at the end of the month for "templates" and "phone meetings" I did not know where to be billed ?

Please, feel free to share your stories or any recommendations you may have.

Thank You.

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