Hi All -
Well, we managed to power through the 2023 tax year, but we need a new, reliable and experienced CPA who practices in the San Francisco Bay Area. We are seriously easy to work with and nice people. Thanks!
P.S. Is something up with CPAs generally? During Covid our CPA vanished. Selected a new one in late 2023. Their SmartVault system didn't work, we could never get a sign-in code - and CPA's office blew us off, said we needed to deal directly with SmartVault. (SV took days to respond.) So we had to find another CPA. This one repeatedly refused to schedule an in-person appt., would not tell us when the return would be ready (I had to beg for a clear date since we needed to make the SEP contribution etc. before filing date), screwed up the return (I caught the mistakes) etc. Anyway - I'm stressed and exhausted from this experience and would appreciate a solid recommendation.
Well, we managed to power through the 2023 tax year, but we need a new, reliable and experienced CPA who practices in the San Francisco Bay Area. We are seriously easy to work with and nice people. Thanks!
P.S. Is something up with CPAs generally? During Covid our CPA vanished. Selected a new one in late 2023. Their SmartVault system didn't work, we could never get a sign-in code - and CPA's office blew us off, said we needed to deal directly with SmartVault. (SV took days to respond.) So we had to find another CPA. This one repeatedly refused to schedule an in-person appt., would not tell us when the return would be ready (I had to beg for a clear date since we needed to make the SEP contribution etc. before filing date), screwed up the return (I caught the mistakes) etc. Anyway - I'm stressed and exhausted from this experience and would appreciate a solid recommendation.
Statistics: Posted by aidan5 — Thu Jun 06, 2024 4:06 pm — Replies 5 — Views 239