Can you post anonymously please?
I would like to get recommendations for a CPA or financial planner, preferably local. Thanks
R W. replied:
Highly recommend Lighthouse Financial Services in Brea. They do comprehensive financial planning, investment management, and tax prep (714) 572-8900
Teri Z. replied:
I would not advise having a financial planner/CPA. I would keep them completely separate due to conflict of interest. An awesome financial planner is Rocky Chisholm(714) 368-1744Www.chisholmfinancial.com he can also give u great recommendations for a CPA.
Jane S. replied:
Daniel Hernandez at http://www.fargroupcpa.com/index.htm
Tom R. replied:
CPA Julianne Paciotta714.773.4181. Been with her company for 25 years.
Tom R. replied:
financial Planner Karl Dimler949.250.9955. Been with him 30 years. He is with LPL.
Samantha N. replied:
Christopher Pierson - financial planner. Brian Bedord in Orange - CPA
Deena K. replied:
My husband, Ryan Kennedy is a financial advisor, he is awesome. Ryan.kennedy@tfaconnect.com
Victoria F. replied:
Certified Financial Planner Cory Murdock. Located in Anaheim Hills. 714-769-9100.
Recommendations for a CPA (personal and small business)? I started a small business this past year, and my husband is now working on a 1099; things are getting...
CheapSheepChipShip replied:
I like the Boyles up in North Orange. Bernie's the dad and Colleen is the daughter. They do taxes right.
routerguy replied:
[NCH Wealth Advisors](http://nchwealth.com/index.php), especially Andrew Carroll. They take excellent care of my business, as well as many others in the North OC area.
ghlibisk replied:
Glebb Popov at Haskell and White.
DanGarion replied:
We've been using Christensen and Co in Costa Mesa for years. We have a small business and it's just my wife and I (along with a house and 1 kid). Deana there is great, tell them someone from Happy Pet set you. https://plus.google.com/105897410633409740258/about?gl=us&hl=en
Looking for an experienced cpa to do my taxes ... Any leads or referrals would be greatly appreciated ...
Michael F. replied:
Our good friend, Angelica Fernandez Connally
Katie N. replied:
Amylinm@sbcglobal.net
Gregory C. replied:
dptaxes@earthlink.net. Been with her for years. She is also registered with the IRS which means limited auditing, and very affordable. Her name is Dana.
David F. replied:
We use a guy called Tam Shifferaw at HR Block on Winchester. He's very good.
I'm always right! what's ur tax question? I was an F1 (like u?) and had a Canadian CPA file my US return, and CA in TO do my Cdn return - many yrs ago tho
Jeffrey K. replied:
So confused... CA = California = Canadian = Chartered Accountant