I’m trying to get advice from a professional for my personal tax/investment situation since I probably complicated things. I don’t know where to start. I’ve always just googled things and kinda went with it but things got really complicated and I didn’t know who to go to for help. How do you guys get finance advice? Do you go to a bank branch or someone else? Is there a good way to get personalized advice without being charged out the wazoo for it?
Professional help, look up a local accountant.
How do I do that? Just google “local accountants”? How do I find one that will be more targeted to individuals rather than businesses?
If in the US search for a CPA preferably one that specializes in personal taxes. You should be able to call around and theyll be able to pretty quickly tell you if they can help or not. Without additional information its hard to tell you more.
Google “CPA tax accountant” call them and ask. They’re a business.
I realize this is kind of older, but didn’t see a very good reply.
Probably also depends on where in the world you are, and the kind of advice you want. If tax only and in the US, there are registered agents, CPAs that specialize in tax, and tax attorneys. Also lot of the online preparers have an assistance option. For self help, and online preparer and their Q&A and docs, the state or federal tax sites which have tones of docs, searching like you said, and AI too though check anything AI says. Around tax time there are often tax clinics at local libraries or other locations especially for the elderly by maybe wider too.
For other kinds of financial advice, you’d use the kind of advisor you need for example a financial advisor, or an estate or elder law attorney.