I am wanting to speak to someone about my current tax situation and if there may be a better way to structure the income streams my family and I currently have.

We reside in Midland and our current group may just be a bit too large for us since it is rather difficult to get questions answered.

Any suggestions would be greatly appreciated!

I would give them another chance in June. This is the busiest time of year for CPAs so anything that doesn't need to be handled before April 15th takes a back seat. A lot of CPA's take the entire month of May off to recover so they will likely be more receptive in June.

If you like the idea of having your investments and taxes under the same roof…give us a look.

Helped quite a few Aggies from TexAgs!

Completely agree with you on this but unfortunately over the years, even during the "off season" it becomes hard to get a hold of them.

BigLeftMiss08 said:

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Completely agree with you on this but unfortunately over the years, even during the "off season" it becomes hard to get a hold of them.

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Sorry to hear that but it will be hard to find a CPA taking on new clients right now. But a CFP might be willing to take a look.

Retired CPA but my advice is to ask people you know, or ask family members, or ask coworkers, who they use and do they have the same problem with lack of communication that you are experiencing.