NB CPA Recommendations?

1,680 Views | 9 Replies | Last: 1 yr ago by wadd96
Vernada
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9:42a, 2/17/23
AG
Looking for someone to do my personal taxes.

Any local recommendations?

Bonus if they can also handle wills and estate planning
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Beckdiesel03
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2:10p, 2/17/23
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Randy Martin. I am not sure about the wills though.
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Vernada
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In reply to Beckdiesel03 • 3:08p, 2/17/23
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Beckdiesel03 said:
Randy Martin. I am not sure about the wills though.
ha - that's who my BIL referred me to - but RM says he's not taking new clients.
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wadd96
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3:59p, 2/17/23
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I'd recommend Mark Edgmon in San Antonio for wills and estate planning. He's been our attorney for years.

I'd also recomment Tom Wright at RSM, LLC for a CPA.
All the God's, all the Heavens, all the Hells are within you.
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SA68AG
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In reply to wadd96 • 2:17p, 2/24/23
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wadd96 said:
I'd recommend Mark Edgmon in San Antonio for wills and estate planning. He's been our attorney for years.

I'd also recomment Tom Wright at RSM, LLC for a CPA.
Mark is an Aggie and he does great work. His firm is outstanding.
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dmperch
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4:29p, 2/28/23
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Lisa Migura, also don't think she does wills or estates though
ETA: also an Aggie
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wadd96
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4:32p, 2/28/23
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Unfortunately, having to get Mark doing work. Dad passed away yesterday morning.
All the God's, all the Heavens, all the Hells are within you.
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poolct00
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7:28a, 3/3/23
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Hal Holtman
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JDCAG (NOT Colin)
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In reply to wadd96 • 5:15p, 3/5/23
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wadd96 said:
Unfortunately, having to get Mark doing work. Dad passed away yesterday morning.


Sorry to hear this.
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wadd96
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In reply to JDCAG (NOT Colin) • 9:33p, 3/5/23
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Thanks!
All the God's, all the Heavens, all the Hells are within you.
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