Talk of The Villages Florida - Need recommendation for Income Tax services incl. non-FL income

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Rosalie

01-19-2016 08:54 AM

Need recommendation for Income Tax services incl. non-FL income

I'm hoping someone can steer me in the right direction in finding
an individual or business that is knowledgeable in figuring out-of-state income!

villagetinker

01-19-2016 08:57 AM

We use HR block, on 466.

PennBF

01-19-2016 03:15 PM

Taxes

I recommend Mark Murphy, CPA. He is very reasonable and great at optimizing
taxes. Have used him for years and could not be happier:eclipsee_gold_cup:

ajbrown

01-19-2016 04:46 PM

Please ignore my post. I found the sponsors

Quote:

Originally Posted by Bloom&co (Post 1174512)

Hello, I am a TOTV sponsor and I have a mobile CPA service. I will come to your home and meet with you, discuss your personal tax situation, give you a price to do your taxes at no obligation. I had a 35 year very successful tax practice in Seattle with over 1000 clients and am licensed in the State of Florida. I am familiar with multi state, resident and non resident and out of country tax returns. I do personal and closely held business returns. Feel free to call me to discuss, Robert Bloom, CPA 425 941 5224. You can look up my sponsor ad on TOTV. Thank you.

Please ignore my post. I found the sponsors

I was surprised to find out I did not know how find a sponsor ad. What the heck am I missing :shrug:

ajbrown

01-19-2016 05:03 PM

Quote:

Originally Posted by Bloom&co (Post 1174532)

Go to search above and type in Robert Bloom or Bloom&Co and it should come up for you

https://www.talkofthevillages.com/fo...t=Robert+Bloom

Thanks. Like always I found it right after I asked ...

I will be in touch. My taxes are straight forward but might need some advice. I exercised some ISOs with the plan to hold. When I did that I got caught up in AMT as expected and now have sold them as a long term capitol gain.

I want to be sure I get the cost right, including any AMT adjustment.

ISO and AMT routine stuff for you I assume?

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