Talk of The Villages Florida
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Talk of The Villages Florida (https://www.talkofthevillages.com/forums/)
-   The Villages, Florida, General Discussion (https://www.talkofthevillages.com/forums/villages-florida-general-discussion-73/)
-   -   Tax CPA? (https://www.talkofthevillages.com/forums/villages-florida-general-discussion-73/tax-cpa-354952/)

Lopona 12-06-2024 05:28 AM
Hartman & O’Brien (Bill O’Brien) Lady Lake

nn0wheremann 12-06-2024 07:25 AM
The one and only time we were nicked by the IRS was the one and only time we hired a CPA to prepare our return. Unless you have business inventories or depreciation issues, use Villages Tax Aide. The preparers all have passed the IRS test, and the cost is nill.

PCP416 12-06-2024 07:39 AM
Since moving to Florida 5 years ago we have been using Duggan Joiner & Co in Ocala. We are very satisfied with their service and their friendly and personable staff. (352) 732-0171

virtue51 12-06-2024 08:39 AM
Village Tax and Accounting Services located on Rolling Acres near Home Depot in Lady Lake.

petela 12-06-2024 08:48 AM
tax services
 
ELLEN CRONIN tax services 1-352-350-1951

Haggar 12-06-2024 09:07 AM
Quote:
Originally Posted by Retiring (Post 2391111)
A search here for CPA was my first move, nothing. I did a search for Hagar, this person has not been active here for years. Still searching for a full service firm. Enrolled Agent is not really what I need. I need to develop a relationship with someone that is more than a glorified tax preparer. Need a full blown, credentialed, CPA.
2 G's

I am Haggar. I have been active on this forum.

My phone number is 561-968-8571.

Haggar 12-06-2024 09:10 AM
Quote:
Originally Posted by retiredguy123 (Post 2391122)
A CPA is good if you have a complicated tax issue or question. But, if you hire a CPA firm to do a simple tax return, the CPA will not complete the return. It will be done by a non-professional tax preparer in the CPA's office, using a tax software program like TurboTax. If you are lucky, the CPA will spend a few minutes reviewing the completed tax return.
Agree with you that some CPA's have their staff do the input. It's economics and lowers the preparation cost of the return which can be passed along to the client.
The interview with the client, the review of prior years return, the exploration of the clients needs and goals should be done by the CPA. Along with the review of the return.

Crookedbreeze 12-06-2024 10:17 AM
Ellen Croin Tax service hwy 301

RoseyRed 12-06-2024 11:36 AM
Quote:
Originally Posted by Retiring (Post 2390912)
A while back I posted a similar message in the Investment forum with little success. I will see if it’s any better here.

Looking for a local CPA. I’ve continued to use my WA CPA for the last couple years I’ve lived in TV and feel it’s time to find someone local. NOT looking for a mom and pop but a full service firm. My taxes are not overly complicated but a little more involved than an 1040EZ filing. I’ve tried couple places recommended on the other forum, only to learn the company is closed. Just want a competent CPA that will do a proper job preparing and filing my taxes. Thanks for your assistance.
YES we need a CPA for taxes as well! Look forward to suggestions

Cobrasally 12-06-2024 12:10 PM
We have been using Robert Bloom for 7 years and are happy with his services. BTW - he will come to your home, or you can go to his office at 4807 CR 466A.

Robert Bloom, CPA
(425) 941-5224

Nansim 12-06-2024 12:45 PM
I’m very happy with Parady Financial. Been with them for 15 years. ❤️

manaboutown 12-06-2024 01:36 PM
Unless the OP is unhappy with his present CPA - tax preparer I would not change. My guy and his staff handle tax returns for people and entities in several different states. He understands the state tax laws in the states where I need to deal with taxes. He has successfully and accurately dealt with four LLCs, a C corporation and my personal tax returns. He understands the histories of my businesses, their depreciation schedules and much more. He deals with a half dozen additional K-1s I get. He knows my story and how I view things. My fear is what happens after he retires!

dewilson58 12-06-2024 01:47 PM
Quote:
Originally Posted by Nansim (Post 2391317)
I’m very happy with Parady Financial. Been with them for 15 years. ❤️
:22yikes::22yikes:

Stu from NYC 12-06-2024 02:09 PM
Quote:
Originally Posted by Nansim (Post 2391317)
I’m very happy with Parady Financial. Been with them for 15 years. ❤️
Happy with the annuity they put you into?

herremans 12-06-2024 05:00 PM
I haved used Eric and Robin Gerestemeier for several years in on 466-a east past colony


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