Do you use tax return preparers and how much do you pay for filing a federal and a state return?

Wowzers. That's a lot. You must have very complicated financial affairs.

Nah. Just that my spouse's employer pays for it so we go for the most expensive one :)

What’s the name of this company? I’m looking for ongoing tax advisory as well

I’ll PM you.

We use LPL financial and Chase Private Client. The two firms work together. It’s really more about finding advisors you are comfortable with than a firm.

Do you go fully managed or self directed on your investments? Does your LPL person work mainly with your Chase banker or JPM advisor? (I assume the latter?)