Most people think tax prep and tax planning are the same thing—but they’re not. And if you only focus on filing your return, you might be missing out on major savings.

In this episode, Angie Grainger (CPA/PFS, CFP) and Elise Eropkin break down the key differences between tax preparation and tax planning. They explain why some CPAs seem “unavailable,” why tax strategy isn’t automatically included in tax prep, and how proactive planning throughout the year keeps you in control—so you don’t scramble at tax time or miss out on deductions.

Because when you plan ahead, tax preparation stops being about what you owe—and starts being about what you keep.

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