Talk of The Villages Florida - View Single Post - Tax/residency advice
Thread: Tax/residency advice
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Old 10-24-2012, 03:57 PM
CaliforniaGirl CaliforniaGirl is offline
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Originally Posted by mikel33 View Post
Hi,
My wife and I hope to be moving to TV in 2nd quarter of 2013. We are in need of some serious tax advice as we consider moving retirement funds to purchase our home. We also are curious about the process by which one becomes a Florida resident in the hope of avoiding having to pay state income tax to our present home state. Does anyone have a CPA or tax specialist in the area that they would recommend?

Thanks,
PLEASE for your sake, make an appointment with a knowledgeable CPA either here or in your home state. A $200 consult is so much cheaper than paying thousands in income taxes (federal & state) that you could have avoided with proper advice. Advice from friends, relatives, co-workers, neighbors, etc is worth exactly what you pay for it.

If you are here (TV), I highly recommend Judith Dacey at J.D. Sumter & Associates in Baylee Plaza on 27/441, 1 mile north of Walmart. You can google her for her phone number. She's very, very sharp.