Retirement plan rollovers
54 preparers in the TaxPrepFinder directory list this as a specialty.
Preparers who advertise Retirement plan rollovers as a specialty have indicated that they regularly take on this type of work. Specialty listings are self-reported and are not a substitute for confirming a preparer’s qualifications directly. When contacting a preparer for a specialty engagement, ask how many returns or matters of this kind they handled in the most recent filing season — the answer is usually a more reliable signal than the listing itself.
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CPA
Abigail Stevens, CPA
Stevens & Baker Tax Office
Decatur, AL
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AFSP
Kimberly King, AFSP
King & Anderson Accountancy
Juneau, AK
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CPA
Larry Ramos, CPA
Ramos Tax Office
Bethel, AK
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EA
Justin Patel, EA
Patel Tax Pros
Ketchikan, AK
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EA
Ralph Romero, EA
Romero & Bennett Bookkeeping & Tax
Peoria, AZ
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EA
Joe Allen, EA
Allen CPA Group
Tucson, AZ
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CPA
Diana Kim, CPA
Kim Tax Pros
San Jose, CA
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Attorney
Roy Rogers, Esq.
Rogers & Associates
Fort Collins, CO
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AFSP
Harry Green, AFSP
Green & Thomas Tax Services
Dover, DE
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EA
Jonathan Ford, EA
Ford Bookkeeping & Tax
Georgetown, DE
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AFSP
Abigail Taylor, AFSP
Taylor Tax & Accounting
Newark, DE
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Attorney
Pamela Russell, Esq.
Russell Tax Pros
Orlando, FL
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AFSP
Danielle Clark, AFSP
Clark Tax Services
Orlando, FL
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EA
Charlotte Torres, EA
Torres Financial
Tallahassee, FL
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AFSP
Ella Patterson, AFSP
Patterson Tax Services
Macon, GA
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AFSP
Joshua Ramirez, AFSP
Ramirez Tax Office
Roswell, GA
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EA
Emily Ruiz, EA
Ruiz Tax & Accounting
Waipahu, HI
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CPA
Larry Gomez, CPA
Gomez Tax Pros
Kapolei, HI
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CPA
Patrick Jenkins, CPA
Jenkins & Ruiz & Associates
Evansville, IN
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EA
Joseph Ward, EA
Ward & Associates
Sioux City, IA
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EA
Steven Phillips, EA
Phillips Financial
Frederick, MD
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CPA
Carl Ortiz, CPA
Ortiz Tax Advisors
Cambridge, MA
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CPA
Brenda Torres, CPA
Torres & Mendoza CPA Group
Quincy, MA
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EA
Ruth Green, EA
Green Financial
Woodbury, MN
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AFSP
Andrew James, AFSP
James & Associates
Hattiesburg, MS
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AFSP
Matthew Bell, AFSP
Bell & Vargas Tax & Accounting
Meridian, MS
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EA
Frank Henry, EA
Henry Financial
O'Fallon, MO
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Attorney
Ethan Johnson, Esq.
Johnson & Adams Bookkeeping & Tax
Independence, MO
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CPA
Donna Hall, CPA
Hall Tax Services
Saint Louis, MO
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Franchise
Gabriel Gutierrez
Jackson Hewitt — Norfolk, NE
Norfolk, NE