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dequeued t1_j2f2phc wrote

If you're talking about tax preparation help, you want a CPA. Generally, I'd suggest starting by asking your coworkers and perhaps your manager if they have a CPA they'd recommend. Friends in a vaguely similar financial situation are also a good source for recommendations.

A good number of CPAs also provide financial planning services. You could try looking for a CPA that is also a CFP or a CPA with the FPS credential.

If you don't really need or want help with tax preparation, I would just find a fee-only CFP.

The financial advisors wiki article has more advice.

I'd also suggest checking the PF wiki to start your own education. There are a lot of articles to read, but the Prime Directive is a good place to get started.

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meamemg t1_j2f57st wrote

To add to this great answer, if I was getting a CFP I’d let them recommend a tax preparer rather than find one on my own. Even if they aren’t a CPA they may still offer tax services or be affiliated with someone who does.

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