Avoid Being Hated

Avoid Being Hated by Your Accountant: Episode 22


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Eric Nisall joins Liz and Toni to discuss all the ways we annoy our accountants....okay, we did try to avoid being hated while doing the interview so we didn't bring up all the things we do for our accountants.  Eric brings a voice of reason to the accounting conversation we we talked about deductions and timelines.

Take Aways:
  1. Ask questions when hiring a new accountant. Interview them and find someone who specializes in your area.  Not every accountant is an expert in every area.
  2. Make sure the preparer form is attached and they are signing the tax return so they are accountable for their work.
  3. Ask how they are getting paid. Going to places with high volume and general services may mean that you miss out on more specialized deductions.
  4. The more organized your records, the less you spend.  There is a direct correlation.
  5. Pay your accountant on time.
  6. Do NOT call the day after submitting your paperwork to ask if the return is done.
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Avoid Being HatedBy Liz Saunders and Toni Anderson

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