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Tax guy/ financial planner?

1,732 Views | 10 Replies | Last: 9 yr ago by rononeill
Madmarttigan
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AG
Wife and I are interested in someone who can help us next year with tax season. In addition to this would like it to be someone i can start discussing now ways to protect our money in the future so we don't get reamed during tax season. We are new grads from pharmacy and law school and have little experience with these types of things so would appreciate some help.
Hoyt Ag
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AG
I use Chris Calderwood and am very happy with his work.
UndergroundAg
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I have a guy, do you have 500+ in assets though?
Madmarttigan
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AG
I'm thinking you missed the newly graduated part.
hurricanejake02
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AG
What part of town are you in?
BBallAggie06
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AG
I know a guy at my church that is great! If you would like his name and info, send me a PM.

And yes, what side of town do you live?
11taxman11
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AG
My office is in the Galleria area. I'd love to sit down with you and see how I can help.

Henry K CPA
Buck O Five
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AG
Henry K CPA has taken great care of us and some other Ags on here.
Madmarttigan
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AG
Galleria area is where we are so might have to check you out.
progress
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AG
make sure you are working with a CFP
progress
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AG
Henry K CPA... another vote for him!!!
rononeill
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what happened to Burgess CPA? i sent them my stuff this year and they were under new managment or something. sounded like they got bought, then something got squirrelly. i ended up dealing with folks in Colorado. then, after i reviewed their work, i found they missed all sorts of stuff w a rental we'd sold, taxes on a car we bought, etc...
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