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Old 12-26-2016, 10:44 AM
 
Location: Iowa City
65 posts, read 132,349 times
Reputation: 41

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Last time I saw my tax lady, she mentioned she was retiring and her son was going to take over. I have no idea how qualified he is, or her for that matter.. But that fact, and the fact I have to travel to lone tree has me wondering who might be more qualified and closer to Iowa City.

My taxes are pretty complicated (for me) since I have a large taxable inheritance invested with vanguard mutual funds. Last year I paid in over $8k, so I really need to be sure I have a sharp and qualified Investment and individual Tax preparer willing to take advantage of tax loss harvesting and what ever else can save me money. Someone young would also be a plus so I don't have to find a new one again.

Does anyone have a recommendation or experience they could share?

Thanks!
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Old 01-03-2017, 03:30 PM
 
Location: Iowa City
65 posts, read 132,349 times
Reputation: 41
No one wants to say anything about or recommend their trusty tax preparer?

I'm considering Terry Lockridge & Dunn Inc , but dont have a clue how to come to a decision..
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Old 03-08-2017, 10:30 AM
 
Location: Iowa
190 posts, read 161,493 times
Reputation: 385
If you are willing to drive, Management Consultants in Cedar Rapids has my whole hearted recommendation. My finances have grown similarly complex, too, and after the flood of 2008, were crazy.
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Old 06-14-2017, 10:46 AM
 
Location: Iowa City
65 posts, read 132,349 times
Reputation: 41
Quote:
Originally Posted by Devans0 View Post
If you are willing to drive, Management Consultants in Cedar Rapids has my whole hearted recommendation. My finances have grown similarly complex, too, and after the flood of 2008, were crazy.
Thanks Devans0..

I went back to my Tax Lady in lone tree. She charged me $40 instead of the $275 a outfit in Iowa City wanted. I will keep your suggestion in mind though.
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