Analyst Tells You How To Find A Financial Planner

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LOS ANGELES (CBSLA.com) — Financial analyst, Stephan Miskjian of Miskjian Investment Consulting, was an in-studio guest on the KCAL9 News at 8 a.m. Sunday.

He listed the various things you should know before hiring a financial professional.

In addition, Miskjian also named various groups that can also help the financially curious. These numbers and websites are always good to keep handy.

1. Certified Public Accountant (CPA)

American Institute of CPAs (888) 777-7077
www.aicpa.org

Enrolled Agent

National Association of Enrolled Agents (855) 880-6232
www.naea.org/home

 Tax Preparer

California Tax Education Council (CTEC) Registered Tax Preparers (800) 852-5711

www.ftb.ca.gov/professionals/registered_tax_preparers.shtml

National Tax Franchises – H&R Block, Jackson Hewitt, Liberty Tax

2. FREE TAX HELP WITH FEDERAL AND STATE TAX RETURNS

General Help:

Federal: IRS (800) 829-1040
www.irs.gov

State: California Franchise Tax Board (800) 852-5711
www.ftb.ca.gov

In-Person Tax Preparation:

Volunteer Income Tax Assistance (800) 906-9887

Tax Counseling for the Elderly (AARP) (800) 906-9887

United Way  www.greaterlaeitc.org

 On-line Tax Preparation:

Federal: IRS Free File Tax Software www.freefile.irs.gov

Federal: IRS Free File Fillable Forms www.irs.gov/freefile

California: CalFile www.ftb.ca.gov/online/calfile

3. INVESTMENT PROFESSIONALS

Certified Financial Planner (CFP)

Certified Financial Planner Board of Standards (888) 777-7077

www.cfp.net/find/EnhancedSearch.aspx

Investment Advisers and Brokers

Securities & Exchange Commission (SEC) (800) 289-9999

www.sec.gov/answers/crd.htm

4. ATTORNEY PROFESSIONALS

California State Certified Lawyers

The State Bar of California (866) 442-2529

www.calbar.ca.gov/Public/LawyerReferralServicesLRS.aspx

Other Resources – Referrals / Legal Help

American Bar Association (800) 285-2221

www.apps.americanbar.org/legalservices/findlegalhelp/home.cfm

American Academy of Estate Planning Attorneys (800) 846-1555

www.aaepa.com

5. INSURANCE PROFESSIONALS

California Licensed Insurance Agents

California Department of Insurance (800) 927-4357

www.insurance.ca.gov/0100-consumers/0010-buying-insurance/0040-find-an-agent/

License Status Inquiry

www.insurance.ca.gov/0200-industry/0070-check-license-status/index.cfm

Buying Insurance Tools

www.insurance.ca.gov/0100-consumers/0010-buying-insurance/

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