Any good CPA Reference?

bullabulla · #1 (**permalink**) 03-25-2008, 01:18 PM

I need some TAX advice regarding ( 401k, IRA etc ) , mortgage . Would like to discuss them with the CPA, could any one have a good reference for CPA in New York city, White plains etc ?

Broken Arrow · #2 (**permalink**) 03-25-2008, 01:55 PM

Have you tried AICPA yet?

bullabulla · #3 (**permalink**) 03-25-2008, 02:05 PM

Quote:

Originally Posted by Broken Arrow

Have you tried yet?

yes i did ...That lists every one -but i thought the forum members can refer some one whom they knew personally and has a good experience

sweeps · #4 (**permalink**) 03-25-2008, 02:28 PM

Quote:

Originally Posted by bullabulla

I need some TAX advice regarding ( 401k, IRA etc ) , mortgage . Would like to discuss them with the CPA

What are we, chopped livah?

J/K

As MonkeyMama might point out, CPAs are "too busy" for the average Joe. Be prepared to get the cold shoulder.

bullabulla · #5 (**permalink**) 03-25-2008, 02:45 PM

Quote:

Originally Posted by sweeps

What are we, chopped livah?

J/K

I know there any many qualified and well talented folks here who can advice in general. But i need advice specific for my situation - Salary/Savings/401k/IRA/Retirement pkan etc -

If there is any good Financial advisor here who can help me with that, i can as well pay for his/her services !

cheers

kork13 · #6 (**permalink**) 03-25-2008, 05:03 PM

It's not a guarantee, but many banks are starting to hire financial advisers to offer services to customers... You might try asking your bank if they have something like that.

MonkeyMama · #7 (**permalink**) 03-26-2008, 06:41 AM

Quote:

Originally Posted by sweeps

What are we, chopped livah?

J/K

As MonkeyMama might point out, CPAs are "too busy" for the average Joe. Be prepared to get the cold shoulder.

Yeah I don't know any one in New York. BUT good luck finding a CPA before april 15th. If you don't need one before the 15th I would wait. Any good CPA is too busy to deal with a new client right now.

Likewise, you are unlikely to find a CPA anyway without a referral. CPAs are too busy for anyone right now. It's not an average joe thing. It's a too many clients/not enough CPAs thing. So it's good you are asking for a referral. I don't know any CPAs around here that see new clients unless they were referred by a current client/friend. Just a heads up.

bullabulla · #8 (**permalink**) 03-26-2008, 09:00 AM

I am not in a rush, i need the planning for 2008!

MonkeyMama · #9 (**permalink**) 03-27-2008, 07:04 AM

Summer will be a good time to talk to a CPA. Sorry I can't help with a referral though...