Encinitas CPA John Lechleiter often receives clients through referrals from tax preparers. Often he gets new clients because of tax preparer referrals. Other new clients are those used to doing their own straightforward tax returns by means of one of the popular computer programs. Suddenly there's more information to be entered than there are blank spaces. When a person marries, has children, buys a home and starts an entrepreneurial business on the side, financial issues multiply.
Some situations are like avalanche warnings.
Four years ago, Luanne Kittle of La Jolla wanted to be sure that she had considered everything after buying the Rhoades School, a private school in Encinitas that has 300 pupils from kindergarten through eighth grade. In addition, her husband had become the executor of an estate. Kittle says at various times she did her taxes herself, used a tax preparer, and even went to a CPA, but after she bought the school she became Lechleiter's client for both personal and business matters. You don't have to wonder how one thing is going to affect the other. You've already planned it.