Accountant for taxes after first home purchase?

[Anonymous]

We've always done the turbo tax simple approach to filing (and always have to pay what seems like way too much). We just bought a first home in 2025 and need a professional to help file. We moved money around, etc., for the down payment and need to make sure we aren't being taxed overly on those withdrawals. We also want to max any benefits for the purchase. How the heck do we find a good accountant this close to tax season who will take on simple folks like us? When we tried a few years ago, it was impossible because they were all busy. Welcome any recs. We are in Arlington, and one of us works in DC, one in VA. I'm assuming Virginia is best and it's no big deal if we need to drive out of Arlington to make this work. Just desperately need recommendations as going with anyone who pops up on google seems dicey.

[Anonymous]

Did you withdraw retirement money for a down-payment? Is that what you mean by moved money around?

[Anonymous]

You can easily do this through TurboTax. You're freaking out over nothing.

[Anonymous]

For money accounts you get 1099s from the institutions. Many are even designed to be plugged into tax programs.
For your 1040 there are specific lines for property taxes.
Let this be an inspiration to keep orderly records starting Jan 2026.
You can file for an extension and find an accountant for after April 15.
You may also wonder about your withholding. Just let that ride for now. For a fee your accountant can calculate 2026 tax estimate and you can see what your W2 withholdings are now.

[Anonymous]

OP here: We have good records. That is not a problem. What we need is an accountant...does anyone have good recs? On an average year we pay $8000+ in taxes due to things like consulting income, withholding, etc. That is via turbo tax. We have done that. Now we want an accountant. Welcome recommendations if anyone has a good one.

[Anonymous]

Following. We’re also in Arlington and bought our first home recently. Agree with PP - I’m a bit confused on your tax concerns re buying the house - are you referring to the cap gains you’ll owe on a brokerage account that funded the purchase? Or did you pull from retirement? Etc.

[Anonymous]

Anonymous wrote:OP here: We have good records. That is not a problem. What we need is an accountant...does anyone have good recs? On an average year we pay $8000+ in taxes due to things like consulting income, withholding, etc. That is via turbo tax. We have done that. Now we want an accountant. Welcome recommendations if anyone has a good one.

Do you file quarterly? I’m surprised you haven’t had to pay penalties if not.
Anyway to answer your question RLG tax advisors.