Keep an eye on your inbox over the next couple of weeks. We're going to send you the best of what we've built over the last 10 years — curated to help you wherever you are on your financial journey. The more you engage, the better we can tailor what we send to exactly what you need.
New to Tax Strategies?
Read our Complete Tax Strategies Guide →Hi,
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?
zvarcx
6 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.
scmattd
6 months ago
Just read his book and I think he’s in California. No relation…
Mullaney Financial & Tax | Financial Planning | Mullaney Financial & Tax | United States
Sign up to reply, follow discussions, and connect with the ChooseFI community.
Choose FI has partnered with CardRatings for our coverage of credit card products. Choose FI and CardRatings may earn compensation from card issuers when a customer clicks on a link, when an application is approved, or when an account is opened. Opinions, reviews, analyses & recommendations are the author's alone, and have not been reviewed, endorsed or approved by any of these entities. American Express is a ChooseFI advertiser.
Get Brad's weekly FI strategies — free