Hi FI folks, for years we have done our own taxes but have reached a point in our journey where it makes sense to have some professionals to work with. At a high level we have W2 income, 1099/sidehussle, brokerage account 1099's + ST/LT gains, RSU's. We are in MA (Northshore) but am open to a virtual relationship as long as they are able to work/file in MA.
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Jb
jbjones85
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9 replies
Replies (9)
LadyKathy
6 months ago
I love my accountant but we're in CA. He does my taxes with rentals. I also now manage my retirement accounts. :)
jwang
6 months ago
Hi! My friend Leemay can help, she’s in ten FI community and has helped me with my tax planning over the last five years. Here’s her email: [email protected]
Joy
joel
6 months ago
I hope you find someone who can help! I’ve been quite disappointed with many of the tax professionals I’ve worked with over the years, so I end up doing it myself.
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