Quote:
Originally Posted by Haggar
Many CPA's will give to an introductory no charge meeting to see if there's a way to save you money.
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True and useful, as long as the person brings along or has a workbook of all the income and assets, etc so that the CPA can get a sizing of the T-shirt. .
So to start, have at minimum all your income sources and expected amounts for the year, and the inherited IRA details, and then any other investment accounts such as IRAS,/401Ks for reference. For money market, take the latest dividend amount for the month and multiply it by the remaining months to forecast out the full year. from that number and sources, the CPA can ask some basic deduction questions and get the size of your t-shirt (english expression, breadbasket is the american equivalent)
good luck.