Financial Foursight

#22 CPA or DIY | Lawful Good | The Tax Mistakes You Can Avoid

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In today's episode, we discuss when to hire a tax professional and when it might make sense to do it yourself. How to think about paying for tax help and when it can be a lifesaver. Dwight dives into a lot of detail, given his CPA and tax background.

  • VITA - Free Tax Prep for those that qualify through the IRS - https://www.irs.gov/individuals/free-tax-return-preparation-for-you-by-volunteers
  • AARP - Free Tax Help - https://www.aarp.org/money/taxes/info-2020/get-free-tax-filing-help.html

    • Tweet of the Week - A friend of the podcast Dan Routh talking about an analogy for fiduciary vs. suitability.  https://twitter.com/DanRouthCFP/status/1225813339705675793

    Finally, we share the biggest and most avoidable tax mistakes we've seen and how best to avoid them!

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