Finding CPA + Financial Advisor for 60-Year Old Chinese Mom in Washington, DC
In order to search for a high quality CPA and Financial Advisor it is first important to evaluate your needs.
CPA
The individual in question is looking for a CPA to help manage Income, 1099, rental properties, and manage tax liabilities. Based on these criteria, I found Dimov Tax Specialists in Washington, DC. This firm offers various services in the CPA/ Tax Specialist field. Because of this company’s versatility in the area, they are the right company for the task at hand.
Financial Advisor
The same individual in question is looking for a high-quality financial advisor that manages investments and retirement planning. After carefully assessing these criteria and analyzing viable options in the DC area, I finally decided to recommend Northern Trust. Northern Trust is a large multi-billion dollar financial advising/planning firm. Northern Trust specializes in both managing a diverse investment portfolio and retirement planning. In addition to this, they have over 100 years of knowledge in these respective fields. Because of their extensive history and elite qualifications, Northern trust is the right firm for the job.
When looking for valid financial advisors and CPAs, it is first necessary to analyze your needs. What services should these firms be capable of performing? Then ask yourself, do you fit the requirements to work with firms? Will you be willing to pay the required amount to procure these services?