3003: How to Find a Good Tax Preparer by Kelley Long of Financial Finesse on Money Advice

Optimal Finance Daily - Financial Independence and Money Advice

内容由Optimal Living Daily LLC and Optimal Living Daily | Diania Merriam提供。所有播客内容（包括剧集、图形和播客描述）均由 Optimal Living Daily LLC and Optimal Living Daily | Diania Merriam 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

6d ago 10:37

MP3•单集首页

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.

Episode 3003:

Kelley Long shares practical advice for navigating the complexities of hiring a tax professional. Whether you're a self-employed entrepreneur or have straightforward tax needs, she clarifies the roles of tax preparers, EAs, and CPAs, and offers actionable tips to ensure you find the right expert to save time, money, and stress.

Read along with the original article(s) here: https://www.financialfinesse.com/2017/04/26/how-to-find-a-good-tax-preparer/

Quotes to ponder:

"Pretty much anyone can call themselves a tax preparer, although the IRS has started to regulate that by requiring people who accept payment for preparing taxes to have a PTIN."

"If time is money, then the money we pay our accountant to prepare and file our taxes is money well spent."

"The sad fact is that there aren’t a lot of CPAs out there that actually want to do income taxes for regular families who just have jobs, kids, a house, and a few charitable donations."

Episode references:

Illinois CPA Society: https://www.icpas.org

National Association of Enrolled Agents: https://www.naea.org

Learn more about your ad choices. Visit megaphone.fm/adchoices

3010集单集