Submitted by IndexBot t3_zzbcyz in personalfinance
dequeued t1_j2f2phc wrote
Reply to comment by terabhaii in Weekend Help and Victory Thread for the week of December 30, 2022 by IndexBot
If you're talking about tax preparation help, you want a CPA. Generally, I'd suggest starting by asking your coworkers and perhaps your manager if they have a CPA they'd recommend. Friends in a vaguely similar financial situation are also a good source for recommendations.
A good number of CPAs also provide financial planning services. You could try looking for a CPA that is also a CFP or a CPA with the FPS credential.
If you don't really need or want help with tax preparation, I would just find a fee-only CFP.
The financial advisors wiki article has more advice.
I'd also suggest checking the PF wiki to start your own education. There are a lot of articles to read, but the Prime Directive is a good place to get started.
meamemg t1_j2f57st wrote
To add to this great answer, if I was getting a CFP I’d let them recommend a tax preparer rather than find one on my own. Even if they aren’t a CPA they may still offer tax services or be affiliated with someone who does.
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