Our client, Samantha, is 7 years out of college. She has been working with her parent's accountant in NJ since she graduated, but is now looking for someone she can build a relationship with who is more local to her. She lives in DC. Her taxes should be fairly straightforward, and she would also like someone who can help guide her on planning ideas like back-door Roth contributions. If anyone knows a CPA who works with clients like this in DC, I would appreciate a referral.
Mar 19, 2021