3003: How to Find a Good Tax Preparer by Kelley Long of Financial Finesse on Money Advice
Kelley Long shares practical advice for navigating the complexities of hiring a tax professional
Optimal Finance Daily - Financial Independence and Money Advice · Optimal Living Daily | Diania Merriam
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Show Notes
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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
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