What your CPA does NOT want you to know
The Infinite Wealth Podcast · Infinite Wealth Consultants
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Show Notes
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In this episode we interview Todd Mardis, President of Capital Preservation Services. Capital Preservation Services places a high degree of focus on income tax planning for clients paying in excess of $75k in Federal Income Taxes. Todd is joined by one of his tax attorneys, Walt Dallas as we discuss the topics listed below and many more:
What about CPS makes them different than any other accounting firm
Do clients need to change their current CPA if they choose to work w you
Why most CPA's do not provide tax advice or tax planning?
Why are most CPA's conservative?
What is the difference between a tax attorney and a CPA?
How does a client prove their deductions and what type of inhouse help do you provide?
What to do if you get audited?
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