Seeking Tax Professional Recommendation

[Joe Chillinsky]

Hi, my CPA recently retired and I am looking for a new tax partner. I am primarily interested in filing, but I am interested in potentially engaging in more tax advising and planning services. I live in the Bay Area and our investments are out of state. Hoping someone can recommend someone they are working with or have worked with in the past. I am not interested in nation-wide firms.

[Aaron Zimmerman]

Most CPAs can or do file in all 50 states. I'd say you'll want to look at BP to see who's active on here, reach out to a few people and see who you connect well with. You can also use a find a tax pro feature. Local investors would also be a great resource to ask (in addition to here)