Analyst Tells You How To Find A Financial Planner
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
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
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