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My wife and I have grown increasingly frustrated with our super obnoxious tax accountant.
He does give us a great deal, but we're about done with the condescending tone and unwillingness to help us plan for taxes in advance. It's the same issue I believe others experience, where he's just happy doing a post analysis and file our taxes instead of helping us plan for tax-efficiency.
Does anyone have recommendations of a tax planner/tax accountant combo, who is FI-oriented, in California?
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zvarcx
8 months ago
From what I've seen and heard, long term tax planning strategy is usually part of a financial plan (the best ones being from fiduciary advisors that are fee-only, advice-only, but charge $$$ because they're not getting sales commissions or a %-age of AUM), which is then taken and implemented by a tax accountant. I'm just a finance nerd, and have no affiliation with
or
or
but I've heard positive things about them. Also, advisors are like hair stylists - vibes matter, so use that free consultation to make sure that advisor or firm passes the gut check.
debic27
8 months ago
Thank you!!
Sampra
8 months ago
Thanks so much, this is super helpful!
scmattd
8 months ago
Just read his book and I think he’s in California. No relation…
zvarcx
8 months ago
He'll be giving a chat on taxes to the ChooseFI Orange County group on Saturday, Dec. 13th! I'm excited to see him again after his talk at Bogleheads 😎 Also have the book, haven't read it yet though.
Sampra
8 months ago
Thanks for sending this over. I've actually checked his services out. Sounds great, but found it really steep. Over $6k for financial planning and then an extra $2k for tax planning, only once you've completed the financial planning portion. On top of that, they won't do your taxes, so you'll have to pay for a tax accountant. Wish there was a more affordable option out there.
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