this post was submitted on 02 Jul 2025
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Personal Finance

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Getting Tax Advice (piefed.social)
submitted 1 day ago by peregrin5@piefed.social to c/personalfinance@lemmy.ml
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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?

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[–] peregrin5@piefed.social 2 points 1 day ago (2 children)

How do I do that? Just google "local accountants"? How do I find one that will be more targeted to individuals rather than businesses?

[–] WhiteRice@lemmy.ml 1 points 21 hours ago

Google “CPA tax accountant” call them and ask. They’re a business.

[–] NameTaken@lemmy.world 1 points 1 day ago

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.