In the US. Did taxes today (because we for some reason always file for an extension despite getting a small return; yes, I know that is silly). The CPA was confused about some records, and I had to convince him to Google "mega back door Roth" as well as "custodial Roth." I realize that neither of these is something that the standard suburban household would use and that we have a rather dorky obsession with reading Mr Money Mustache and related niche sites. However, it surprised me that he had never heard of these strategies. Should these sorts of things be in the wheelhouse for a CPA?
For the record, we have used this CPA for several years after ashtrays doing our taxes ourselves until a particularly complicated year when he not only worked out the complications with ease but also introduced us to quite a few deductions that we had no clue about. He has saved us well more than his $200 fee every year, and I have never questioned his abilities, and I am not exactly questioning now much but am mostly curious if my surprise is warranted.
Submitted October 02, 2020 at 11:14PM by PoetryOfLogicalIdeas https://ift.tt/36s6TE9
