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Personal Finance and Investing

Shermann

(8,749 posts)

2. I do use H&R Block for my returns, but they are quite simple

Reply to ret5hd (Original post)

Wed Aug 14, 2024, 06:07 PM

Aug 2024

They are all about those tax returns though, their tax professionals work seasonally and may not be available this time of year. Also, they sort of work off a menu of services and don't stray very far from it. But they are more skilled than "paper pushers and form fillers" in my experience.

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Aaaagh! Some advice from the Finance and Investing people here: [View all] ret5hd Aug 2024 OP

Those search terms sound good. CFA might work too. spooky3 Aug 2024 #1

Excellent idea! I am going to research/email some of them tonight. ret5hd Aug 2024 #3

You're welcome! spooky3 Aug 2024 #5

CFAs (Chartered Financial Analysts) are investment analysts/managers. lastlib Aug 2024 #6

I do use H&R Block for my returns, but they are quite simple Shermann Aug 2024 #2

Yes! ditch the yellow pages and Google! stopdiggin Aug 2024 #4