Recommendation (NST)

1,300 Views | 10 Replies | Last: 1 yr ago by Ramblinwolf
Steve Williams
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Staff
Looking for a CPA for tax planning/advice. Would prefer to work with someone connected to State. Gracias.
Pbacker
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Thomas, Judy, and Tucker in Raleigh. Not sure about State connections but I have been pleased with them.
Wolfpack98x2
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I would recommend Will Holt at Financial Symmetry (https://www.financialsymmetry.com/our-team/will-holt-cpa-cfp/) located near Cardinal Gibbons and across Edwards Mill from PNC & Carter Finley. He is a graduate of State and a real big State fan!
WolfpackCPA
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If you want to send me a question happy to try and assist. However, my expertise is in corporate/international tax planning.


MNPACK
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My advice is you should have started looking for one earlier. :-) I couldn't find one in Wilmington until next year. Had to scan and email my stuff to my Minnesota CPA.
nryanh94
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Wolfpack98x2 said:

I would recommend Will Holt at Financial Symmetry (https://www.financialsymmetry.com/our-team/will-holt-cpa-cfp/) located near Cardinal Gibbons and across Edwards Mill from PNC & Carter Finley. He is a graduate of State and a real big State fan!


Just gonna throw this out as well. But a majority of the advisors at this firm are state grads and they're good at what they do if anyone needs a financial advisor.
walstylez
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I know a few James/Steve.
You know I try to keep it State.

Off the top, I know John Collar:
https://ncllcpa.com/partners/

Go Pack! #GTHC #HTTR Born in the 336, live in the 919
Find me on Twitter @walstylez or search "SirWallyOfRaleigh"
walstylez
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nryanh94 said:

Wolfpack98x2 said:

I would recommend Will Holt at Financial Symmetry (https://www.financialsymmetry.com/our-team/will-holt-cpa-cfp/) located near Cardinal Gibbons and across Edwards Mill from PNC & Carter Finley. He is a graduate of State and a real big State fan!


Just gonna throw this out as well. But a majority of the advisors at this firm are state grads and they're good at what they do if anyone needs a financial advisor.
I'd like opinions on this. I generally pause a bit when the firm has CPA's AND advisors, as sometimes I worry that the CPA will "tax plan" around what is available (and they make more off) on the financial planning side? Maybe @wolfpackCPA can shed more light on that? I sort of tend to want to keep my CPA and FA as two different parties...or is that completely off track?
Go Pack! #GTHC #HTTR Born in the 336, live in the 919
Find me on Twitter @walstylez or search "SirWallyOfRaleigh"
Gravis
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IPS doesn't have a full time in house accounting staff?

Damn.
nryanh94
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walstylez said:

nryanh94 said:

Wolfpack98x2 said:

I would recommend Will Holt at Financial Symmetry (https://www.financialsymmetry.com/our-team/will-holt-cpa-cfp/) located near Cardinal Gibbons and across Edwards Mill from PNC & Carter Finley. He is a graduate of State and a real big State fan!


Just gonna throw this out as well. But a majority of the advisors at this firm are state grads and they're good at what they do if anyone needs a financial advisor.
I'd like opinions on this. I generally pause a bit when the firm has CPA's AND advisors, as sometimes I worry that the CPA will "tax plan" around what is available (and they make more off) on the financial planning side? Maybe @wolfpackCPA can shed more light on that? I sort of tend to want to keep my CPA and FA as two different parties...or is that completely off track?


Think it depends on the individual advisor for 1 and their fee structure for 2. For example if they're just charging you a certain number of basis point for the assets they're managing and including planning and tax services as a part of it then there's no harm.
Ramblinwolf
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Lindsey and Lindsey in Raleigh. Big state connection
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