Tax Guru – Ker$tetter Letter

Helping real people win the tax game.

Archive for August 7th, 2006

Locating A Tax Advisor

Posted by taxguru on August 7, 2006

 

Q:

Subject: tax preparer referral
 
Hi,, Simply need a referral for a tax person who also understands or can help with US and International strategies.  Would you be willing or know of anyone who I can engage with?
 
I have just formed an LLC.
 
I live in New Jersey and work in NY with property in London/Dubai and Canada.  Thanks

A:

Unfortunately, we don’t have anyone to whom we could refer you. If you haven’t already done so, you should check out my tips on how to select the right tax preparer for you.

I wish I could be of more assistance; but I wish you the best of luck.  

Kerry Kerstetter

Follow-Up:

Kerry, Thanks for reply…I did reach out to after I read this.  But one question, are there any organizations, such as Trade, or associations that you know of that cpa’s are usually a member of indicating some minimal standard? and thus credibility.  So far I have found
 
 
Do you think this is enough?
 
Thanks much.

My Reply:

Basically, to belong to any of the accounting organizations, including the AICPA and the state CPA societies, it just requires that the person be current with their CPA license.  To renew our CPA licenses, we are required to have a certain number of continuing education hours, usually 40 hours per year.  Those hours can be in a wide range of subjects, so they don’t indicate any kind of specialization. 

If there is a certain expertise you require, such as working with clients who have businesses in multiple countries, you should either ask other folks you know who are working in similar business conditions or work with the internet search engines to see if you can locate suitable professional advisors.

Good luck.

Kerry Kerstetter

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