Tax professional recommendation

[Grant Rogers]

I'm looking for a tax professional in the Indianapolis area. I'm primarily interested in tax planning and advice. Does anyone have any recommendations?

[Stephen Nelson]

I agree with @Michael Plaks that you don't need to "go local." Many of the taxpayers a tax accountant serves have large multi-state footprints. Thus, many tax accountants operating from another state will have clients in your state. (This is particularly true if you're in a big state like California. But Indiana is pretty big too.)

I also agree with @Bill Hampton about just trying to buy a bit of planning or an hour of consulting... in fact I'll say that because there are terrible shortages of good tax accountants now and probably will be for years, I think you'll find it very hard to find someone good if you're looking to just buy an hour or two here or there.

If your situation is such that you do need to really limit any spending on outside professionals? I'd say you want to keep your investment as simple as possible. And then accept that a DIY approach will let you save money on fees at the expense of missing tax planning opportunities.