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lynxcat
Rutgers Fan
Member since Jan 2008
19788 posts

Finding a reputable CPA - Paging Golfer
My 2017 taxes won't require a CPA but my 2018 taxes certainly will. I'm starting to evaluate my situation and I'm way in over my head.

Any advice on finding a reputable CPA for personal tax filing? Do you interview multiple the same way one would find a financial adviser? I'm based in Dallas.

RIP Poodlebrain, otherwise, I would be asking for your number
This post was edited on 3/3 at 9:55 am


LSUFanHouston
LSU Fan
NOLA
Member since Jul 2009
12615 posts

re: Finding a reputable CPA - Paging Golfer
Ask successful people who you are close to, for a recommendation.


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102
OceanMan
LSU Fan
Member since Mar 2010
10768 posts

re: Finding a reputable CPA - Paging Golfer
Are you not a cpa? You worked in consulting? I thought you started big 4


lynxcat
Rutgers Fan
Member since Jan 2008
19788 posts

re: Finding a reputable CPA - Paging Golfer
Not a CPA but former B4 in a non-accounting function. I am CPA eligible which may be what you are recalling.

Even if I was a CPA, there is a big difference between holding the certification and actively practicing on personal taxes.


Larry Gooseman
LSU Fan
Houston Heights
Member since Mar 2014
1641 posts

re: Finding a reputable CPA - Paging Golfer
I’m in the same boat as needing a CPA for next year. I am a CPA, but don’t know jack about taxes. The IRS wouldn’t care about my excuse of ignorance, so in my opinion it’s not worth risking my license.


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OceanMan
LSU Fan
Member since Mar 2010
10768 posts

re: Finding a reputable CPA - Paging Golfer
quote:


Even if I was a CPA, there is a big difference between holding the certification and actively practicing on personal taxes.


I understand that but figured you would at least know a few folks in the tax field given your background.

Anyway, I’m sure there are a number of firms in your area that could handle your situation. Our firm has potential clients come in all the time. Just go with who makes you most comfortable.

And they don’t necessarily have to be local. As long as you are comfortable with them.


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30
Mingo Was His NameO
LSU Fan
318
Member since Mar 2016
8868 posts
 Online 

re: Finding a reputable CPA - Paging Golfer
There's tons of options. What are you looking for? A guy that just runs his own shop or a smaller firm? How complicated are we talking here and/or what services are you looking for?


lynxcat
Rutgers Fan
Member since Jan 2008
19788 posts

re: Finding a reputable CPA - Paging Golfer
It’s mainly about defining basis and the appropriate tax treatment thereafter. My gut tells me this is “medium” difficulty for someone who does it for a living.

I’m fairly indifferent to whether it is a small shop or a bigger firm. I think I would appreciate some personal attention to walk through the calculations and the rationale for it. I don’t want a larger firm giving this to an associate right out of college.

1. Get it right
2. Personal attention to walk through the details
3. Reasonable fees


756
LSU Fan
Member since Sep 2004
13642 posts

re: Finding a reputable CPA - Paging Golfer
If you are in BTR Hubert Kernan CPA (Kernan And Lambert)

DS area Randy Smith-

New Roads- James Granier

There are larger firms with larger fees



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Golfer
LSU Fan
Member since Nov 2005
70606 posts

re: Finding a reputable CPA - Paging Golfer
My dad could take you on. He’s been a CPA for 30+ years and had his own practice for the bulk of that. Works with individuals and small biz related to all things state and fed tax. He’ll tell you if he’s comfortable handling your situation or could suggest someone if he’s not.


couv1217
LSU Fan
Baton Rouge, LA
Member since Sep 2007
2403 posts

re: Finding a reputable CPA - Paging Golfer
I recommend Brenda Catalanatto in BR. I usually did mine but for the 2nd straight year I had myself owing over 1k. I said something just can't be right. Brought it to her and she has me only paying like $50 plus, told me what to do from now on so I won't be paying, and then looked at last year's taxes and saw I did a crap ton wrong and is amending for me so that I can get money back from my mistakes last year.


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NOSHAU
New Orleans Saints Fan
Member since Feb 2012
4339 posts
 Online 

re: Finding a reputable CPA - Paging Golfer
quote:

Not a CPA but former B4 in a non-accounting function. I am CPA eligible which may be what you are recalling.

Even if I was a CPA, there is a big difference between holding the certification and actively practicing on personal taxes.


Former Big 4 and you do not have a ton of contacts that could put you with the right CPA?


lynxcat
Rutgers Fan
Member since Jan 2008
19788 posts

re: Finding a reputable CPA - Paging Golfer
quote:

Former Big 4 and you do not have a ton of contacts that could put you with the right CPA?



My B4 did not work in personal income tax and I rarely interfaced with audit or tax. So, no.
This post was edited on 2/19 at 10:58 am


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lynxcat
Rutgers Fan
Member since Jan 2008
19788 posts

re: Finding a reputable CPA - Paging Golfer
quote:

Golfer


Can you connect me with your dad’s information? Appreciate it

goose7856@gmail.com


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