Wealth Mavericks

Why Your CPA Falls Short (And What You Can Do About It)


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 It’s a common frustration: you ask your CPA about a tax-saving strategy, only to be met with skepticism, resistance, or a downright no. If they’re the expert, why aren’t they helping you save more? In this episode, we tackle the disconnect between tax preparation and tax planning - and why your CPA may not be equipped to maximize your savings.

Learn why most CPAs focus on filing taxes instead of strategizing to lower your tax liability and how this difference is costing you greatly. We’ll share why proactive tax planning is critical and what you can do to put an end to paying so much of your hard-earned income to the government.

Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

Learn how we can help you: https://www.terrafirmaconsultant.com/ 

 
The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

 

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Wealth MavericksBy Robert Wolf, Joe Arioto, and Erin Nevicosi