Optimal Relationships Daily

2088: How to Find a Good Tax Preparer by Kelley Long of Financial Finesse on CPA, EA & Tax Planning

03.03.2024 - By Optimal Living Daily | Greg AudinoPlay

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Episode 2088:

Kelley Long with FinancialFinesse.com shares invaluable insights on choosing the right tax preparer to navigate complex tax situations efficiently. Whether you opt for a tax preparer, an EA, or a CPA, Long's expertise illuminates the path to finding a professional that best suits your financial intricacies, potentially saving you time and optimizing your tax outcomes.

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:

"If time is money, then the money we pay our accountant to prepare and file our taxes is money well spent."

"Just because someone is a CPA doesn’t mean they do taxes, but if a tax person is a CPA, you can bet that they have a decent depth of knowledge."

Episode references:

National Association of Enrolled Agents: https://www.naea.org/

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