Saturday, February 27, 2016

Working with a new CPA

Image:  http://www.edwardoppermancpa.com/images/galleries/style/499/images/slide-2.jpg

Met with my new CPA this morning; discovered that my former, pricey CPA firm didn't fully complete a part of my HSA documentation on my 2014 federal returns. @@. So glad they charged me so much! Not too big of a deal; should I get auduted for the HSA, my new CPA can forward the requested info.

She has my taxes in hand to work on for 2015, we also spent a great deal of time going over my financial plan, which she is in agreement with.

Glad to get taxes off of my list.

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