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Need some advice from an expert around tax consequences of restricted stock options and strategy, preferably in San Diego area. How does one go about finding a reputable one. Are there some consumer/official ratings besides just a CPA title?
Angie's List perhaps. Sometimes if you are on good terms with a respected CPA, if they don't know the answer or aren't sure, they will refer you to someone in the know. At least the good ones will. As a last resort you might take your question to the broker who is holding your options.
Use your Professional contacts and acquaintances, any Pro. you do business with, Successful People use successful people..... I gave 100's of people my accountant's contact information, they were happy and I got nothing...he doesn't give discounts.... only money saving Tax advice...that I got...
Thank you all. Have done a lot of research myself by reading, but read enough to know that I can definitely benefit from a professional advice. My account is with Schwab and will check with them, as well as seek some references from successful friends, as Tampabay suggests.
Comments
Good luck.
I gave 100's of people my accountant's contact information, they were happy and I got nothing...he doesn't give discounts.... only money saving Tax advice...that I got...
Regards,
Ted
Bankrate.Com;
http://www.bankrate.com/system/util/print.aspx?p=/finance/investing/stock-options-restricted-stock-taxes-1.aspx&s=br3&c=investing&t=story&e=1&v=1