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
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.
scmattd
8 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
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.
Calculate how much you need — takes 60 seconds.
Your FI Journey
Calculate Your Number
60 seconds
Build Your Savings Rate
Months to optimize
Reach Financial Independence
Years to freedom
What's Your FI Number? Find out in 60 seconds