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« How I Did on my 2011 Financial Resolutions | Main | My 2012 Financial Resolutions »

January 03, 2012


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I interviewed an accountant last year who clearly did not get the idea of blogging or making money from it. Needless to say, I moved on and found a good one. Glad you found a new accountant and hope it works out for you. (Sounds like you are off to a good start.)

I am a CPA, and it sounds like you made the right decision. There is no reason why a hired CPA should not give you strategies and answer questions thoroughly throughout the year. That's what they're hired for! Let us know how it goes.

Just curious why you seem set on hiring a CPA rather than some of the other tax professional out there? I would think a CPA might be overkill (and more expensive) than your needs might dictate.

Personally, I've used an independent enrolled agent for the last decade and he's would score excellent points for all four of your reasons above.

Monkey --

I wouldn't be opposed to an EA if someone recommended one, but this CPA was recommended (something I'd want from anyone doing my taxes) and we seemed to click when I met him. His cost is reasonable, so why keep looking?


Thanks for this post. I love your reasoned explanations for your switch. I have been thinking of a switch for similar reasons. I live in an entirely different city from my accountant. Is it really an asset to be nearby? I am trying to quantify the benefits of being able to "stop in during my lunchbreak". Currently, I do everything via email, post, and phone, but I miss the personal interaction. Do let us know how it works out.


Glad you found a reasonably-priced CFA. When I was looking for someone to do my taxes many years back all the CFAs I interviewed were double the price of the EAs I talked with. I agree though that a personal recommendation would trump at least some portion of a price difference.

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