Best way to find a good local tax advisor

**jefffou** · 01-26-2010, 06:43 AM

Originally posted by texastek76 View Post

I need to find a tax advisor to discuss a few things. I just ran through my 2009 taxes and early estimates have me owing about $8k including about $2.5k for AMT. I moved up to the 33% bracket this year for the first time and it affected me worse than I expected. Things I need to discuss:
1) is there another way to work the taxes to avoid the AMT this year?
2) how can I plan t his year to make sure there are no surprises for the 2010 filing?

I have asked for recommendation on a local forum but did no get any replies. I don't want to walk into an office with no info. Is there any way to research tax advisors prior to going to see one?

The whole problem with AMT is that is is designed to force people with significant income to pay tax. It essentially "catches" those that try to avoid tax in the first place (aren't we all?), so in many cases it's generally pretty difficult to avoid.

As far as a competent tax advisor, ask around. Seek out some referrals from people that you trust, such as your attorney, your insurance agent (dont laugh) and your family. Take each with a grain of salt, of course, but you may find some pretty good information there.

Try to find an advisor who is, well an advisor. Preparers are a dime a dozen, but someone who will sit with you and PLAN for your next tax year may be worth hiring.

Just some thoughts...

Jeff

**jIM_Ohio** · 01-26-2010, 09:31 AM

Look for someone which is an enrolled agent (EA) designation.

HR block has EAs at every location- start there and if that does not work, find someone else with EA designation.

Best way to find a good local tax advisor