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 Need a personal tax advisor - Redmond/Duvall/Wood/Kirk 
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Location: Duvall
Joined: Sat Jan 5, 2013
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Real Name: Ace Tenemem Reroader
I need to find a tax advisor for future events. Someone not a million miles away.

I use Chris Vattaks (Community Business Services) in Duvall for business tax prep, as does my wife for her mom's properties, etc. They do OK. Make a mistake or two, but are OK for getting tax done and in, and make things right. I now need someone who can help with decisions about money from trusts, inherited properties, carrying paper, retirement, selling businesses, etc. One thing at a time I can handle, but I need to view too much as whole. A sharp person to keep me out of tax traps.

TIA.

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Sun Jun 18, 2017 4:58 pm
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Location: Redmond
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We use Clear Accounting Solutions. It's a small company and they do good work. Never had a problem and they are reasonably priced.

https://www.clearacctg.com


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Sun Jun 18, 2017 8:59 pm
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Location: N Lynnwood
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Mine charges too much, looking for another one.

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Sun Jun 18, 2017 9:01 pm
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Location: kirkland
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Cheryl Porter Kirkland

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Sun Jun 18, 2017 9:05 pm
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Location: Edmonds
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Pablo wrote:

money from trusts, inherited properties, carrying paper, retirement, selling businesses, etc. One thing at a time I can handle, but I need to view too much as whole. A sharp person to keep me out of tax traps.

TIA.



you need a lawyer, a REAL financial advisor (NOT a financial salesman at edward jones/merrill lynch/wells fargo), and a CPA.

it is a huge mistake to trust a CPA with legal and retirement advice. it's not their area of expertise


Sun Jun 18, 2017 9:20 pm
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Location: Duvall
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Good stuff, thanks guys. :bow:

Of course I have my whole life (59 next month) avoided financial sales weasels.

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Mon Jun 19, 2017 3:10 am
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