Anyone have a tax accountant?

Jessica&Brett · March 2011

We usually do our own taxes in turbotax. My H has a lot of ESPP - and I am not sure if we have been accounting for it correctly, so I am thinking maybe we should take it to someone who specializes in this. Can you recommend anyone?

KarmaKP · March 2011

We've used Mark Albertz & Associates for the past 7+ years. They are great people and always do a good job.

Jessica&Brett · March 2011

Thanks! Any chance you could give me some sort of an idea of what it might cost to have a CPA do our taxes?

KarmaKP · March 2011

No problem Happy to share. I think it was $325 or so last year for their fee. While it has gotten increasingly more expensive, we still find that it's worth it to us. I have a side business so it's been helpful over the years to get help instead of doing it ourselves. If you contact them and they ask how you found out, they'll know Katie and Chris P in Maineville. Just in case they are curious how you found out about them.

Jessica&Brett · March 2011

Thanks Katie! That is not as bad as I thought

KarmaKP · March 2011

No problem!

rottie06 · March 2011

Megs&Nick gave me the name of someone several years ago. I have used him for the last couple years and other of our friends are now using him too. His office is in the West Chester area but he can come to your house. Last year he charged $75 and mine were really complicated with estate issues and several other problems. I have been draging my feet this year. His name is Joe Mills and works for HEMS Financial Services, phone # 513-265-2303. You can tell him either Megan or Shawna sent you.

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