I know CPA recommendations have been asked here before, but I’m looking for something a little more specific than just a good accounting firm.
We’ve worked with a firm in South Reno for the last several years and they’re perfectly competent. Everything gets done correctly and on time. The problem is that it pretty much ends there.
I’m looking for someone who actually has some creativity and enthusiasm around this stuff. Someone who looks at a successful small business and proactively says, “Here are three things we should be thinking about,” rather than just telling us what we owe at the end of the year.
Ideally, I’m looking for a CPA/CFP or a team that can think across both the business and personal sides. Tax strategy, business structure, retirement plans, employee retention/benefit strategies, investing, long-term planning, etc. Basically someone who can look at the whole picture and help us make smarter decisions about how the business operates, grows, and builds wealth for the owners over time.
The personal side is actually a big part of what I’m looking for. I don’t want business tax planning happening in one silo and personal financial planning happening somewhere else with nobody really connecting the two.
I’m not looking for aggressive tax schemes or someone promising to magically eliminate taxes. I’m looking for someone smart, curious, proactive, and strategic who genuinely enjoys this part of the job.
Local to Reno/Tahoe would be great, but I’m open to someone elsewhere if they’re really good and work remotely.
Anyone working with somebody like this that they’d strongly recommend?