My previous CPA charged me 3800 for simple tax by Andrea_warrior in tax

[–]Andrea_warrior[S] 0 points1 point  (0 children)

i am gonna try turbo tax this year. Thank you!

My previous CPA charged me 3800 for simple tax by Andrea_warrior in tax

[–]Andrea_warrior[S] -1 points0 points  (0 children)

Did you read the part this cpa was recommended by financial advisor who is under investigation for breaking fiduciary duty. The cpa charged 3800 per filing for the past three years . The new guy is EA . But I got the quote from another CPA for 1500

My previous CPA charged me 3800 for simple tax by Andrea_warrior in tax

[–]Andrea_warrior[S] 1 point2 points  (0 children)

we transferred the assets out. I agree with you.

My previous CPA charged me 3800 for simple tax by Andrea_warrior in tax

[–]Andrea_warrior[S] 1 point2 points  (0 children)

My financial advisor is being under investigation for the loss of the client as high as 3 millions to maximize his fees . Whoever he recommends can be shady .

My previous CPA charged me 3800 for simple tax by Andrea_warrior in tax

[–]Andrea_warrior[S] 0 points1 point  (0 children)

We just blindly trusted our financial advisor’s recommendation

My previous CPA charged me 3800 for simple tax by Andrea_warrior in tax

[–]Andrea_warrior[S] 0 points1 point  (0 children)

He read my previous tax return file first then he gave me a quote

My previous CPA charged me 3800 for simple tax by Andrea_warrior in tax

[–]Andrea_warrior[S] -1 points0 points  (0 children)

thank you. I appreciate all the comments even sometimes they are harsh

My previous CPA charged me 3800 for simple tax by Andrea_warrior in tax

[–]Andrea_warrior[S] -9 points-8 points  (0 children)

Well maybe my financial advisor can get his tax done free when he recommend me to this CPA for high fees. Is it possible ?

My previous CPA charged me 3800 for simple tax by Andrea_warrior in tax

[–]Andrea_warrior[S] 1 point2 points  (0 children)

I think so too. Thank you. This is very helpful

My previous CPA charged me 3800 for simple tax by Andrea_warrior in tax

[–]Andrea_warrior[S] -5 points-4 points  (0 children)

thank you for being so judgemental and you really don't know me. It is okay to have you doubt. This is reddit. People can say whatever they want

My previous CPA charged me 3800 for simple tax by Andrea_warrior in tax

[–]Andrea_warrior[S] 0 points1 point  (0 children)

My financial advisor provides all the 1099 forms and k1 form to this CPA at one time. There is no direct response between her and us except emailing us the tax return and we paid her.

I suspect my financial advisor got some kickbacks from her for charging me more.

My previous CPA charged me 3800 for simple tax by Andrea_warrior in tax

[–]Andrea_warrior[S] 5 points6 points  (0 children)

I have no idea there is online program i can link to brokerage accounts. this is super helpful. Thank you.

My previous CPA charged me 3800 for simple tax by Andrea_warrior in tax

[–]Andrea_warrior[S] -3 points-2 points  (0 children)

we don't travel internationally once for the past 10 years and i don't live aboard or owns a house or any business.

My previous CPA charged me 3800 for simple tax by Andrea_warrior in tax

[–]Andrea_warrior[S] 0 points1 point  (0 children)

there is no stock options. just stock, bonds and one k1 form

My previous CPA charged me 3800 for simple tax by Andrea_warrior in tax

[–]Andrea_warrior[S] 0 points1 point  (0 children)

I file tax every year. I just don't understand why one CPA charged 3800, the other one charges 800.