Podcasts about tax preparer

On this episode of The Extreme Personal Finance Show, we sit down with multi-disciplinary artist, program director, creative powerhouse, and my sister Jes Reyes. From her first $500 artist check to managing multiple income streams and setting up a SEP IRA, Jes shares her journey of transforming anxiety about taxes into empowerment through organization and education.

Bryan Barrett talks to James Price of the Better Business Bureau, who shares tips on choosing a tax preparer.

How does a tax preparer commit $145,000,000 worth of tax fraud? Find out now, but do NOT follow in his footsteps. Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/Mentioned Video Link:-TurboTax Review 2024 + Online Walkthrough BY A CPA | Pros and Cons:    • TurboTax Review 2024 + Online Walkthr... 

Money Plan/Budget Tracker: https://www.dakotagrady.com/subscribe/Tax season is here. Should you hire a tax professional or file your own taxes? I'm breaking down the plan to help you determine if you should DIY or hire a pro.

The holidays are behind us; you know what that means—it's tax season! But before you start gathering your W-2s and receipts, there's an important question: Do you know who will prepare your taxes this year?With a nationwide shortage of Certified Public Accountants (CPAs) and tax professionals, waiting too long to find a preparer could leave you scrambling—and vulnerable to scams. Here's how to protect yourself and find a trusted tax preparer.Who Can Prepare Your Taxes?When hiring a tax professional, your preparer will likely fall into one of three categories:Certified Public Accountant (CPA): These professionals undergo rigorous education, exams, and licensing requirements. Many specialize in tax preparation and can also provide broader financial guidance. Enrolled Agent (EA): Licensed by the IRS, EAs are tax experts who can prepare and file returns, represent clients before the IRS, and provide tax planning services. Tax Attorney: These legal professionals specialize in tax law and are particularly useful for complex tax situations, audits, or disputes.Each of these professionals is highly qualified—but the problem is there aren't enough of them.There is a growing shortage of CPAs and tax professionals, mainly because fewer young people are entering the field. Some firms are even hiring high school interns at $22 an hour to recruit future CPAs.What does this mean for you?Longer wait times to book a tax preparerHigher fees due to increased demandGreater risk of falling into the hands of fraudulent preparersWhen people are desperate to file their returns, they can become easy targets for scammers who fake credentials or engage in tax fraud.How to Avoid Tax Scams and Find a Qualified PreparerTo protect yourself, follow these IRS-recommended steps when choosing a tax preparer:1. Choose a Year-Round Tax PreparerA reputable preparer should be available beyond tax season. You don't want your tax preparer to disappear if you get audited.2. Verify Their IRS CredentialsAsk for the IRS Preparer Tax Identification Number (PTIN). All paid tax return preparers must register with the IRS and enter their PTIN on every return they file.Check their status using the IRS Directory of Federal Tax Return Preparers at IRS.gov.3. Look for Professional CredentialsAsk if the preparer holds a credential such as:CPA (Check with the State Board of Accountancy)Enrolled Agent (Verify at IRS.gov under "Verify Enrolled Agent Status")Tax Attorney (Confirm with their State Bar Association)Additionally, inquire about continuing education—since tax laws change frequently, professionals should stay current.4. Be Cautious About FeesBeware of tax preparers who:Charge fees based on a percentage of your refundClaim they can get you a larger refund than competitorsA legitimate preparer should charge a flat or hourly rate based on the complexity of your return.5. Verify IRS E-File CapabilityMost tax preparers handling more than 10 clients must file electronically. If your preparer refuses to e-file, that's a red flag.6. Ensure Proper DocumentationA trustworthy tax preparer will ask for the following:Your W-2 and 1099 forms (not just a pay stub)Records of deductions and creditsIf a preparer doesn't ask for supporting documents, walk away. The IRS requires proper documentation to verify your return.7. Understand Representation RulesOnly CPAs, Enrolled Agents, and tax attorneys can represent you before the IRS if you're audited.Non-credentialed tax preparers—including your math-savvy cousin Bill—cannot represent you in an audit.8. Never Sign a Blank or Incomplete Tax ReturnPlease review your return carefully before signing. Ensure all information is accurate, and ask questions if anything appears incorrect.9. Your Refund Should Go to You—Not the PreparerCheck the routing and account number on your tax return to ensure your refund is deposited into your own account, not your preparer's.Looking for a Faith-Based Financial Professional?If you want to work with a tax professional who aligns with biblical financial principles, consider finding a CPA, Enrolled Agent, or tax attorney with the Certified Kingdom Advisor (CKA®) designation.To find a trusted, faith-based financial professional, visit FaithFi.com and click “Find a Professional.”With tax season here, choosing a reputable, qualified tax preparer is more important than ever. Don't wait until the last minute—start your search today to avoid scams and ensure your taxes are filed accurately and ethically.On Today's Program, Rob Answers Listener Questions:As I turn 70 and a half, is it advantageous for me to start doing my charitable giving from my IRA? Or should I wait until 73, when I have to do the required minimal distribution (RMD)?I have $10,000 in a savings account with my local bank, but I only earn about 10 cents in monthly interest. Since I've never invested before, I'm interested in investing that money elsewhere to create some extra available money. What would you suggest?I ran a landscaping company into the ground, but I've now rededicated my life to Christ and started a new handyman business. I need help managing the money in my company and being a better steward of the resources God has entrusted me with. I'm looking for guidance on the best direction to take.Considering Trump is now in his second term, would it be a good time for me to sell my house and buy another home? Should I wait? I'm thinking about the potential impact on prices and interest rates.Resources Mentioned:Faithful Steward: FaithFi's New Quarterly PublicationBankrateChristian Community Credit Union (CCCU)Business By The Book: Complete Guide of Biblical Principles for the Workplace by Larry BurkettLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

It’s gone largely unnoticed, but there’s a nationwide shortage of CPAs and accounting professionals in general. So, waiting to line up your tax preparer could cause problems. On today's Faith & Finance Live, Rob West will explain ways you can avoid those problems and find a qualified tax preparer sooner than later. Then he’ll answer your calls on various financial topics. Faith & Finance Live is a listener supported program on Moody Radio. To join our team of supporters, click here.To support the ministry of FaithFi, click here.To learn more about Rob West, click here.To learn more about Faith & Finance Live, click here.See omnystudio.com/listener for privacy information.

This episode emphasizes the critical difference between tax planning and tax preparation, illustrating how strategic planning can lead to significant tax savings over a lifetime. Throughout the conversation, we explore essential insights on why relying solely on CPAs may not be enough, the importance of proactive financial coordination, and when to utilize tax strategies for optimal retirement planning.• Defining tax planning versus tax preparation • Real-life story illustrating CPA limitations • Importance of holistic financial planning • The cauliflower analogy for tax strategy • Benefits of Roth conversions and tax gain harvesting • Encouraging early retirement for tax flexibility • Proactive vs. reactive financial advisory approachesCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3003: Kelley Long shares practical advice for navigating the complexities of hiring a tax professional. Whether you're a self-employed entrepreneur or have straightforward tax needs, she clarifies the roles of tax preparers, EAs, and CPAs, and offers actionable tips to ensure you find the right expert to save time, money, and stress. 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: "Pretty much anyone can call themselves a tax preparer, although the IRS has started to regulate that by requiring people who accept payment for preparing taxes to have a PTIN." "If time is money, then the money we pay our accountant to prepare and file our taxes is money well spent." "The sad fact is that there aren't a lot of CPAs out there that actually want to do income taxes for regular families who just have jobs, kids, a house, and a few charitable donations." Episode references: Illinois CPA Society: https://www.icpas.org National Association of Enrolled Agents: https://www.naea.org Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3003: Kelley Long shares practical advice for navigating the complexities of hiring a tax professional. Whether you're a self-employed entrepreneur or have straightforward tax needs, she clarifies the roles of tax preparers, EAs, and CPAs, and offers actionable tips to ensure you find the right expert to save time, money, and stress. 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: "Pretty much anyone can call themselves a tax preparer, although the IRS has started to regulate that by requiring people who accept payment for preparing taxes to have a PTIN." "If time is money, then the money we pay our accountant to prepare and file our taxes is money well spent." "The sad fact is that there aren't a lot of CPAs out there that actually want to do income taxes for regular families who just have jobs, kids, a house, and a few charitable donations." Episode references: Illinois CPA Society: https://www.icpas.org National Association of Enrolled Agents: https://www.naea.org Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3003: Kelley Long shares practical advice for navigating the complexities of hiring a tax professional. Whether you're a self-employed entrepreneur or have straightforward tax needs, she clarifies the roles of tax preparers, EAs, and CPAs, and offers actionable tips to ensure you find the right expert to save time, money, and stress. 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: "Pretty much anyone can call themselves a tax preparer, although the IRS has started to regulate that by requiring people who accept payment for preparing taxes to have a PTIN." "If time is money, then the money we pay our accountant to prepare and file our taxes is money well spent." "The sad fact is that there aren't a lot of CPAs out there that actually want to do income taxes for regular families who just have jobs, kids, a house, and a few charitable donations." Episode references: Illinois CPA Society: https://www.icpas.org National Association of Enrolled Agents: https://www.naea.org Learn more about your ad choices. Visit megaphone.fm/adchoices

Share Your Salary - Seasonal Tax Preparer Angela bonus 342 Fri, 06 Dec 2024 16:26:17 +0000 CDhmamlKTb1Qg3ZweHXoR2xxpX58K7WU society & culture Share Your Salary society & culture Share Your Salary - Seasonal Tax Preparer Angela Because everybody wants to know how much people make for a living, but have been afraid to ask until now… 2024 © 2021 Audacy, Inc. Society & Culture False https://player.amperwavepodcasting.com?feed-

How does a Tax Preparer from Minnesota end up moving his family to a little village in the French Countryside end up becoming an award-winning food writer and publishing his memoir about the experience with a big-time book publisher?    Today's guest Steve Hoffman's story is so unlikely. Back in 2012, Steve dreamed of living in France with images of swimming in the ocean on the coast and then sipping with a wonderful glass of Rosé. The reality was that he brought his wife and two children to a hard-working, hot and dusty winemaking village. No one spoke English. To say the beginning of this adventure was rocky is a understatement.  Once Steve and his family stepped back and let their French experience evolve on its own, it was transformative. It's all shared in his memoir, "A Season for That, Lost and Found in the Other Southern France".  Steve still lives two lives. For 6 months a year, he runs his self-stated "boring" job of tax preparation that pays well and the other half of the year is devoted to his creative life, winning a James Beard M.F.K. Fisher Distinguished Writing Award. • More about Steve Hoffman: https://www.sjrhoffman.com/ • Steve's book "A Season for That": http://tiny.cc/z37uzz • Episode Content:  https://pickleballmediahq.com/blog/Steve-Hoffman-Interview-Food-Writer-and-Author-of-French-Countryside-Experience • Sponsored by How to Retire and Not Die:  https://garysirak.com/how-to-retire-and-not-die/ • Sponsored by Capital Advantage:  https://capitaladvantage.com/promotion/retirement-planning-guide/ • I Used to be Somebody World Tour:  https://pickleballmediahq.com/tour/ • Subscribe to the I Used to be Somebody newsletter:  https://pickleballmediahq.com/contact/subscribe

On this week's episode of the Retire Y'all Podcast, Adam welcomes one of the newest members of the Curran Clan, Louis Tyson! Tune in to hear how Louis and his wife, Taylar, will be collaborating with our team to provide Retirement Planning, Tax Preparation, and Estate Planning —all under one roof at Curran Financial Partners.

Welcome to episode #149, where we discuss Strategies for Effective Communication With Your Tax Preparer and bookkeeper. Nancy McClelland, a top client accounting services ProAdvisor, one of the Top 50 Women in Accounting, and the writer of an award-winning blog, The Dancing Accountant, joins us to discuss how small businesses benefit from encouraging and promoting open communication with their bookkeepers and tax professionals.

Mike and Ryan highlight the benefits of tax planning, such as minimizing tax liabilities and maximizing personal wealth. They also explain the difference between a tax preparer and a tax planner, with the latter providing proactive advice and strategies to optimize tax outcomes. Want to begin building your retirement plan? Schedule a call with us here:

Where There is Life There is Always Hope (Sequel To It's A Wonderful Life) by Neil MitchellIn 1960 Henry F. Potter died and left his fortune to his only living relative and heir, a poor Texas rancher named Jack Curtis. Jack refuses to sell his business interests to those who might continue Potter's ways and strives to improve Cayuga National Corporation. (formerly Potter Industries). Meanwhile, George Bailey retires and turns the Building and Loan over to his son Pete, who enlarges and renames the business However, enemies are conspiring to destroy the wonderful improvements Jack and Pete have brought about. Also, the economy of the 1980s was in free fall with many thrifts becoming insolvent. Jack and Pete have to find a way out of the dilemma to save their businesses as well as the town of Bedford Falls.About the Author: Neil Mitchell is a retired writer who has traveled extensively during his life and enjoys telling a good story. Born in Mississippi he enjoyed concurrent careers as a teamster and Tax Preparer after acquiring degrees in political science and accounting. It is a privilege to write the sequel to one of the world's favorite stories (It's a Wonderful Life.)https://www.amazon.com/Where-There-Life-Always-Hope/dp/B0CYSF3H6Zhttps://www.neilmitchell.media/https://mainspringbooks.com/http://www.bluefunkbroadcasting.com/root/twia/8824msb1.mp3  

Are you ready to uncover the unexpected link between French cuisine, midlife acceptance, and the resilience found in a tiny winemaking village? Join Steve Hoffman, an award-winning writer and memoirist, as he shares his journey of cultural immersion and self-discovery. You won't want to miss the open loop of his unique insights that are sure to stir a sense of wonder within you. Keep an eye out for his upcoming memoir, "A Season for That: Lost and Found in the Other Southern France," for a deep dive into his transformative experiences. BIG REVEAL: Get ready to savor the flavors of life and the unexpected truths that come with it. In this episode, you will be able to: Embracing cultural differences to thrive in a new environment. Discovering the enriching rewards of extended stays in one foreign location. Unveiling the impact of French cuisine on the global culinary landscape. Capturing and sharing personal experiences through the art of memoir writing. Nurturing and navigating the unique upbringing of third culture kids in France. My special guest is Steve Hoffman Steve Hoffman, a Minnesota-based tax preparer and food writer, has achieved recognition for his culinary expertise, including the prestigious 2019 James Beard MFK Fisher Distinguished Writing Award. His contributions have been featured in esteemed publications such as Food and Wine, the Washington Post, and the Minneapolis Star Tribune. With an upcoming memoir titled "A Season for That: Lost and Found in the Other Southern France," Hoffman provides a unique perspective on cultural adaptation, the global influence of French cuisine, and the complexities of raising third culture kids in France. Through his extensive experience and compelling storytelling, Hoffman offers valuable insights into navigating culture shock abroad and the profound impact of French culinary traditions on global food culture. His expertise and passion for cross-cultural experiences make him a valuable resource for individuals seeking to enhance their understanding of cultural immersion and resilience. The key moments in this episode are: 00:00:02 - Introduction and Sponsorship 00:02:05 - Steve's Background and Career Journey 00:08:59 - Finding Identity in France 00:11:55 - Embracing Present Circumstances 00:14:06 - Acceptance and Family 00:14:54 - The Human Experience and Cultural Influence 00:16:27 - Analytical Brain and Creativity with Food 00:19:29 - Influence and Personal Commitment 00:23:56 - Finding Satisfaction in Deep Commitment 00:27:48 - Travel Advice 00:28:49 - Embracing the Unexpected in French Polynesia 00:30:15 - French Influence in Southeast Asia 00:32:05 - Exploring Mediterranean French Cuisine 00:35:10 - Overcoming Culture Shock 00:37:29 - Embracing Cultural Diversity Through Food 00:43:01 - The Immersive Read and Deeper Topics 00:43:23 - The Importance of Pre-Orders 00:43:46 - Embracing New Cultures 00:44:51 - Connecting Through Food 00:51:08 - Final Thoughts and Takeaways Join us for an exclusive EPS with Steve Hoffman in our Difference Makers community on Patreon. This exclusive episode isn't available any where else but here: https://www.patreon.com/aworldofdifference One way you can make a difference and help people find us is to leave us a review. It doesn't take long, but it really does make a difference! Leave a review here: https://www.aworldofdifferencepodcast.com/reviews/new/ https://www.aworldofdifferencepodcast.com https://www.linkedin.com/company/aworldofdifference/ https://www.twitter.com/@awodpod https://www.youtube.com/@aworldofdifference https://www.facebook.com/A-World-of-Difference-613933132591673/ https://www.instagram.com/aworldof.difference/

Are you ready to uncover the unexpected link between French cuisine, midlife acceptance, and the resilience found in a tiny winemaking village? Join Steve Hoffman, an award-winning writer and memoirist, as he shares his journey of cultural immersion and self-discovery. You won't want to miss the open loop of his unique insights that are sure to stir a sense of wonder within you. Keep an eye out for his upcoming memoir, "A Season for That: Lost and Found in the Other Southern France," for a deep dive into his transformative experiences. BIG REVEAL: Get ready to savor the flavors of life and the unexpected truths that come with it. In this episode, you will be able to: Embracing cultural differences to thrive in a new environment. Discovering the enriching rewards of extended stays in one foreign location. Unveiling the impact of French cuisine on the global culinary landscape. Capturing and sharing personal experiences through the art of memoir writing. Nurturing and navigating the unique upbringing of third culture kids in France. My special guest is Steve Hoffman Steve Hoffman, a Minnesota-based tax preparer and food writer, has achieved recognition for his culinary expertise, including the prestigious 2019 James Beard MFK Fisher Distinguished Writing Award. His contributions have been featured in esteemed publications such as Food and Wine, the Washington Post, and the Minneapolis Star Tribune. With an upcoming memoir titled "A Season for That: Lost and Found in the Other Southern France," Hoffman provides a unique perspective on cultural adaptation, the global influence of French cuisine, and the complexities of raising third culture kids in France. Through his extensive experience and compelling storytelling, Hoffman offers valuable insights into navigating culture shock abroad and the profound impact of French culinary traditions on global food culture. His expertise and passion for cross-cultural experiences make him a valuable resource for individuals seeking to enhance their understanding of cultural immersion and resilience. The key moments in this episode are: 00:00:02 - Introduction and Sponsorship 00:02:05 - Steve's Background and Career Journey 00:08:59 - Finding Identity in France 00:11:55 - Embracing Present Circumstances 00:14:06 - Acceptance and Family 00:14:54 - The Human Experience and Cultural Influence 00:16:27 - Analytical Brain and Creativity with Food 00:19:29 - Influence and Personal Commitment 00:23:56 - Finding Satisfaction in Deep Commitment 00:27:48 - Travel Advice 00:28:49 - Embracing the Unexpected in French Polynesia 00:30:15 - French Influence in Southeast Asia 00:32:05 - Exploring Mediterranean French Cuisine 00:35:10 - Overcoming Culture Shock 00:37:29 - Embracing Cultural Diversity Through Food 00:43:01 - The Immersive Read and Deeper Topics 00:43:23 - The Importance of Pre-Orders 00:43:46 - Embracing New Cultures 00:44:51 - Connecting Through Food 00:51:08 - Final Thoughts and Takeaways Join us for an exclusive EPS with Steve Hoffman in our Difference Makers community on Patreon. This exclusive episode isn't available any where else but here: https://www.patreon.com/aworldofdifference One way you can make a difference and help people find us is to leave us a review. It doesn't take long, but it really does make a difference! Leave a review here: https://www.aworldofdifferencepodcast.com/reviews/new/ https://www.aworldofdifferencepodcast.com https://www.linkedin.com/company/aworldofdifference/ https://www.twitter.com/@awodpod https://www.youtube.com/@aworldofdifference https://www.facebook.com/A-World-of-Difference-613933132591673/ https://www.instagram.com/aworldof.difference/

In this new episode of Unlock Your Potential, I chat with Tom Wheelwright, CPA, entrepreneur, best-selling author, Rich Dad advisor & international authority on taxation. We start the episode by delving into Tom's journey in tax planning for entrepreneurs and uncovering the common ground between entrepreneurs and tax planners. In the middle of the episode, Tom explains the two rules every entrepreneur needs to know to understand the tax law about deductions. Near the end of the episode, we reflect on a crucial point for entrepreneurship: see the obstacle as an opportunity instead of a barrier. Hear what Tom has to say about this. I hope you enjoy this episode and learn some hacks to maximize your deductions and make your business more profitable. Check Out More of Tom's Content Here

On today's show…  • How do I choose the right tax preparer?  • Why didn't my automatic payment come out for my mortgage?  • Should we move closer to our parents?  • Should I count on hitting my RVUs?  • Should I buy into my surgery center?  • I am 10-years from retirement, should I cancel my life and DI insurance?  • How do we combine finances in my second marriage? Listen in to hear the answers then ask your own question by emailing us at podcast@physician family.com   ARE YOU GETTING ALL THE TAX BREAKS YOU REALLY DESERVE? To find out, get your copy of The Overtaxed Doctor's Retirement Investing Checklist at https://physicianfamily.com/go GOT A QUESTION? Write to us at podcast@physicianfamily.com. NOTICE Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

Bryan Barrett talks with James Price of the Better Business Bureau, who shares tips for choosing the right tax preparer. Also, a local event April 1st will explore how to take

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode we dive into the world of taxes, making the complex world of IRS codes and tax legislation accessible to everyone. Whether you're an individual navigating your personal tax return or a small business owner looking to optimize your tax strategy, Tax Tuesdays has something for you.

UNDERSTANDING THE PROFESSIONAL LANDSCAPE:Tax preparers are typically CPAs (Certified Public Accountants), Enrolled Agents, or specialized attorneys. CPAs have more stringent requirements than Enrolled Agents.There's a shortage of CPAs and Enrolled Agents, leading to firms hiring high school interns at competitive rates to encourage CPA careers.Due to professional shortages, there's a risk of encountering unscrupulous tax preparers, potentially leading to scams like refund fraud and identity theft. SAFEGUARDS AGAINST FRAUD:Seek preparers available year-round, especially useful in case of audits.Verify the preparer's IRS Preparer Tax Identification Number (PTIN) through the IRS directory.Inquire about their professional credentials and continuing education to ensure they're up-to-date with tax laws.Check their professional history via the State Board of Accountancy for CPAs, the IRS for Enrolled Agents, and State Bar Association for attorneys. WARNING SIGNS TO WATCH FOR:Avoid preparers who base fees on refund percentages or boast unusually high refunds.Ensure preparers offer and use IRS e-file; reluctance to e-file can be a red flag.Legitimate preparers will request documents and receipts; be cautious of those who don't or who offer to file with inadequate documentation, like just a pay stub. KNOWING YOUR RIGHTS & BEST PRACTICES FOR TAX FILERS:Understand that only CPAs, Enrolled Agents, and attorneys can represent you in audits. Non-credentialed preparers, like a numerically skilled relative, cannot offer this representation.Never sign a blank or incomplete tax return.Review and understand your tax return before signing, ensuring refunds are directed to your account. One way you can avoid any potential problem with your tax preparer is to look for a CPA, Enrolled Agent or tax attorney with the Certified Kingdom Advisor designation FaithFi.com.  ON TODAY'S PROGRAM, ROB ANSWERS LISTENER QUESTIONS:I've been with a broker for 10 years and am concerned about unknowingly investing in companies that don't align with Christian values; how can we identify these companies and make faith-based investment choices?I'm retiring soon and under an old pension plan; should I take my pension to pay off debts or roll it into an IRA and pay off debts gradually?I have the opportunity to buy a two-acre parcel with two old trailers across from my house, but it's overpriced and would require a HELOC; is this a good financial decision?Living in Cook County, I found my house was over-assessed and doesn't have a basement or attic as claimed; I appealed, but it was rejected because the market value assessment remains high – what should I do next?RESOURCES MENTIONED: FaithFi.com/show (for a list of faith-based investment firms)Find a Certified Kingdom Advisor Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network as well as American Family Radio. Visit our website at FaithFi.comwhere you can join the FaithFi Community, and give as we expand our outreach.   Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

The holidays are behind us, and you know what that means—it’s now tax season. But do you know who your tax preparer will be? On today's Faith & Finance Live, host Rob West will explain that there could be a shortage of qualified tax preparers this year, which might pose a danger for you, but there are ways you can be cautious and avoid the pitfalls. Then he’ll answer your questions on different financial topics. See omnystudio.com/listener for privacy information.

Could the IRS's new electronic tax filing system herald a new era for traditional tax preparation? As TurboTax and H&R Block stand at a crossroads, we explore the profound implications for our capitalist society. With fewer CPAs and a growing allure of investment banking, let's dive into this transformative moment in finance. Together, we'll navigate the intricate balance between automation and our evolving economic landscape.Subscribe to podcast updates: https://form.jotform.com/223614751580152Ask Ric: https://www.thetayf.com/pages/ask-ricRic's Books: https://www.amazon.com/stores/Ric-Edelman/author/B000APYJPM-----Links from today's show:What You Need to Know About Spot Bitcoin ETFs: https://dacfp.com/about-spot-bitcoin-etfs/Follow Ric on social media:Facebook: https://www.facebook.com/RicEdelmanInstagram: https://www.instagram.com/ric_edelman/ LinkedIn: https://www.linkedin.com/in/ricedelman/X (formerly Twitter): https://twitter.com/ricedelman YouTube: https://www.youtube.com/@RicEdelmanBrought to you by:Global X ETFs: https://www.globalxetfs.com/Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.htmlPrisidio: https://www.prisid.io/Schwab: https://www.schwab.com/Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee-----

Ryan Bakke is a CPA, real estate investor, and coach who is helping others build wealth via real estate and tax strategy! Ryan starts by explaining the value a Tax Strategist brings and common mistakes on tax returns. He dives into the power of short-term rentals (STRs), their tax advantages, and how to underwrite STR investments. Ryan shares his philosophy and tips for building a client base and following that have led him to a thriving business! Throughout the show, Ryan hammers home the importance of being a go-giver and delegating tasks to best use your time! If you enjoy today's episode, please leave us a review and share with someone who may also find value in this content! Connect with Mark and Tom: StraightUpChicagoInvestor.com Email the Show: StraightUpChicagoInvestor@gmail.com Guests: Ryan Bakke Link: The LearnLikeaCPA Show Link: $100M Offers (Book Recommendation) Link: The Game (Podcast Recommendation) Link: Muscle for Life Podcast ----------------- Guest Questions 02:56 Housing Provider Tip: Be ready to recognize and act on a good deal! 04:58 Intro to our guest, Ryan Bakke! 05:29 Tax Preparer vs. Tax Strategist 09:14 Common Tax Returns Mistakes. 10:35 Tax Insights on Short-Term Rentals (STRs)! 17:27 Short-Term Rentals in Chicagoland. 19:21 Automating STRs! 24:58 Underwriting STRs! 31:06 Ryan's approach to building a following! 46:29 Ryan's next 5 years! 50:34 What is Ryan's competitive advantage? 51:16 One piece of advice for new investors. 52:34 What do you do for fun? 53:18 Good book, podcast, or self development activity that you would recommend? 54:20 Local Network Recommendation? 54:55 How can the listeners learn more about you and provide value to you? ----------------- Production House: Flint Stone Media Copyright of Straight Up Chicago Investor 2023.

Erik Oliver is the vice president of business development at Cost Segregation Authority, which performs cost segregation studies to help investors save tax dollars. Prior to joining Cost Segregation Authority, Erik was an Operations Manager for a multi-million dollar landscaping and design firm in Long Island, NY. Since heading west and joining Cost Segregation Authority, Erik has been speaking at local, regional, and national events. He brings with him a passion for identifying cost savings and educating commercial real estate owners on the benefits of cost segregation. In this episode with Erik, explore the realm of cost segregation, a powerful financial strategy that uncovers hidden opportunities within real estate investments. Learn about the process of reclassifying property components to accelerate depreciation deductions and maximize tax savings. Discover the benefits of cost segregation, including enhanced cash flow and reduced recapture. Gain insights into partial asset dispositions, professional trainings for CPAs, EAs, and agents, and the distinction between tax strategists and tax preparers. Lastly, uncover the underutilized 45l energy credits and their potential impact on real estate ventures. Prepare to elevate your investment approach and optimize financial outcomes with cost segregation.   Announcement: Join our Apartment Investing Mastermind   Unleashing the Potential of Cost Segregation 00:00 Opening segment; 03:32 What's cost segregation; 05:08 How a cost segregation study works; 07:35 Why cost segregation; 10:12 Partial asset dispositions ~ Cost segregation; 18:43 CPA, EA and Agent trainings; 21:34 Tax Strategist vs. Tax Preparer 25:18 How recapture can reduces with a cost segregation study 28:58 45l energy credits - The most under utilized credit in real estate   Announcement: Download Our Sample Deal and Join Our Mailing List 29:15 Round of Insights   Apparent Failure: Knowing what he is good at and what he is not good at. Digital Resource: Repstracker Most Recommended Book: Tax Free Wealth Daily Habit: Writing things down #1 Insight for Cost Segregation: Don't just look at the cost of the study but look at the estimated benefits are going to be.. Best Place to Grab a Bite to Eat in Salt Lake City: Santo Taco    Contact Erik: To learn more go to costsegauthority.com.    Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Studio Noize wants to make sure that you are handling your art business properly. We are bringing back our resident tax specialist, Esohe Galbreath with Sohe Solutions , to give the fam some tax tips and help us start to get our affairs in order. Artists do a lot of freelance work, but we still need to ensure we stay out of trouble with Uncle Sam. Esohe talks about the different deductions available to artists, how to keep track of receipts and mileage, and the consequences of NOT doing your taxes properly. Nobody wants to talk about taxes, but we got to do it! Time to get yourself and your art business all the way together. Listen, subscribe and share!Episode 169 topics include:important tax deadlineswhat artists can deduct on taxeshow to build a habit of tracking expenses and receiptsusing a tax preparer not hiding your income from Uncle Samthe Youth Artists Programlifting up Black talentArticulate ATL 2023 artist callorganizing and elevating your art businessEsohe completed her collegiate studies in Electrical Engineering at the University of Kentucky. In 2004, she began her career at UPS and held management roles in Distribution Solutions, Implementations, Operations, Engineering, and Transportation Solutions, and in her free time assisted small businesses with planning, financial documentation, and tax preparation. In 2012, Esohe merged her corporate experience with her passion for the arts and working with creatives to form Sohé Solutions – Boutique Small Business Consulting.In early 2015, Esohe decided to dedicate 100% of her time to her entrepreneurial endeavors. Through consulting clients, Esohe discovered a love and passion for working with creatives, artists, and visionaries and with her husband George was inspired to co-found ARTiculate ATL – an annual art social featuring 30+ artists with 1,000 art enthusiast attendees; and the Youth Artists Program – a 501c3 non-profit bridging the exposure gap of some of Atlanta's most visually talented youth. Esohe and George are also avid art collectors and recently published The Galbreath Collection: A Decade of Collecting Atlanta featuring over 100 pieces of artwork from 70 artists.See more: wwwsohesolutions.com + Esohe Galbreath IG @sohesolutionsPresented by: Black Art In AmericaFollow us:StudioNoizePodcast.comIG: @studionoizepodcastJamaal Barber: @JBarberStudioSupport the podcast www.patreon.com/studionoizepodcast

0:08 — Dahlia Lithwick, is Senior Editor at Slate. She also hosts the podcast “Amicus” 0:33 — Susan Lee, Tax Preparer, Certified Financial Planner, (former) host of “You and Your Money” on WBAI in New York. The post Clarence Thomas and judicial ethics; Plus, Tax call-ins appeared first on KPFA.

This is first episode as part of our new series called "Info. Sessions" in which we will feature our tax-credit program with Katie Dufala '98VMA. Katie has been a Senior Tax Preparer at Felix & Gloeckler for 17 years now focusing on business and personal taxes. She uses her experience in the industry to help us understand how the Educational Improvement Tax Credit (EITC) Program works, how you can participate in it, and how it benefits our students at Cathedral Prep.

Tips for finding a Tax Preparer from a Tax Preparer and some things you should know about the residential Energy Tax Credits.MX3 Podcast on Youtubewww.youtube.com/@mx3podcastContact MX3 Podcast Tweet us: @mx3podcast. Email us: info@mx3.vip Thanks for listening & keep on living your life the Wright way!

Are you trying to do ALL the things in your business, amiga? This is the last episode on the series on Starting Your Business Series with Esme Gonzalez, Founder and CEO of Balanced Ledger The Power of Outsourcing You don't have to always wear all the hats in your business Outsourcing allows you to "buy" your time back Stay in your Zone of Genius: It takes you more time to do something you are not "good" at then it would an expert in that area. Sum up the time you are spending on these tasks, multiply by your hourly rate and ask yourself if it is worth it? Example: My zone of genius is Bookkeeping. I can get this done very quickly, but when I try to put together any marketing materials it takes me hours and still only comes out "ok". I hired a VA (expert in Marketing) and I have Amazing Marketing materials in 15 min! That's because that is their Zone of Genius. Outsourcing actually helps you Grow your Business because that frees up your time for more clients Outsourcing allows you to Add additional services to your business, use my example: hiring a Tax Preparer. I have always wanted to offer tax preparation services in my business but it is not something I "Love" doing. I hired a Tax Preparer that will allow me to offer this service without me doing the work. Let me know if any of this info helped you! Send me an email to sonia@mujeron.com I want to hear from you! P.s. If launching your biz or passion project is one of your goals this year but you don't know where to start, I would love to help you! Apply for private coaching HERE. Connect with us! Follow Esme on social media:@the.balanced.ceo Follow @mujeronmovement Follow @thesoniaalejandra

SponsorsZoho - https://cloudaccountingpodcast.promo/zohoLiveFlow - https://cloudaccountingpodcast.promo/liveflowAnchor - https://cloudaccountingpodcast.promo/anchorNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpe (00:00) - Thank you to our sponsor, Zoho (00:27) - Preview: We need to make accountants aware of accounting career paths with real work life balance (01:11) - Introduction and quick overview of Blake's week and FAA meltdown (11:22) - What logic did the firm give David for letting him go? (21:15) - Thank you to our sponsor, Zoho (22:40) - Not enough firms are offering remote work (25:38) - Accountants don't need help getting clients (27:56) - Blake shares a story about his friend switching firms (29:44) - Blake shares a chart from CPA Trendlines (33:35) - What is the starting salary for a CPA at a medium to large firm? (37:16) - Thank you to our sponsor, LiveFlow (38:25) - Quick follow up on the story of a recent accounting graduate choosing the military over a Big 4 firm (40:06) - What is Profit First? And what do you do? (46:20) - Parkinson's Law (49:53) - Thank you to our sponsor, Anchor (52:39) - Jennifer's voicemail about her networking event for students (56:19) - Going over some comments in our live chat (01:02:47) - Linda's message about Illinois lowering the CPA hours requirement from 150 to 120 hours to sit for the exam (01:06:26) - Bernard's feedback on the Ron Baker episode (01:10:25) - David makes a new 2023 prediciton (01:11:08) - Rusty's message about North Carolina's CPA license requirements (01:13:54) - Wrap up and where to reach Blake and David (01:15:14) - Classifieds (01:15:16) - Client Hub (01:15:53) - RightTool (01:16:15) - Federal Tax Updates Podcast (01:17:27) - How to advertise in these classifieds LinksMore remote workers than workhttps://www.linkedin.com/news/story/more-remote-workers-than-work-5073937/http://btaxgo.com/ufadlli            SEC Charges Genesis and Gemini Following Crypto Collapse Contagion https://www.pymnts.com/cryptocurrency/2023/sec-charges-genesis-and-gemini-following-crypto-collapse-contagion/IRS Provides Tax Relief for California Storm Victims   https://blog.turbotax.intuit.com/tax-news/irs-provides-tax-relief-for-california-storm-victims-53808/AICPA Unveils Plans for Redesigned CPA Exam in 2024 ...https://insidepublicaccounting.com/2023/01/aicpa-unveils-plans-for-redesigned-cpa-exam-in-2024/2023: The Year of Crypto Compliance      https://www.corporatecomplianceinsights.com/2023-crypto-predictions/Quickbooks missed a golden opportunity to market itself with the FTX sagahttps://medium.com/coinmonks/quickbooks-missed-a-golden-opportunity-to-market-itself-with-the-ftx-saga-d381c373af05?source=rss----721b17443fd5---4The Financial Future: The Impact of AI on Finance and Accountinghttps://medium.com/@businessbreakthrough/the-financial-future-the-impact-of-ai-on-finance-and-accounting-d8d350edcb1dMost companies pay $11 or more per expense reporthttps://www.accountingtoday.com/news/most-companies-pay-11-or-more-per-processed-expense-reportTerry Smith fires darts at Meta, Apple, Unilever and accounting ...https://www.proactiveinvestors.com/companies/news/1002893/terry-smith-fires-darts-at-meta-apple-unilever-and-accounting-practices-after-fundsmith-underperforms-1002893.htmlIntuit Plans To Launch Crypto-Related Software'shttps://thecryptobasic.com/2023/01/10/intuit-plans-to-launch-crypto-related-softwares/IRS audit rates declined further in 2022https://www.accountingtoday.com/news/irs-audit-rates-declined-further-in-2022Addressing the accounting hiring crisis  https://www.accountingtoday.com/opinion/addressing-the-accounting-hiring-crisisIRS Cultivating Ties With Crypto Companies to Combat Fraud https://www.pymnts.com/cryptocurrency/2023/irs-cultivating-ties-with-crypto-companies-to-combat-fraud/Sam Bankman-Fried Tweets From Parent's Basement, Denies Moving Funds From Alameda Researchhttps://beincrypto.com/sam-bankman-fried-tweets-parents-basement-denies-moving-funds-alameda-research/Chewy CFO Seeks Labor Cost Savings via Automated Fulfillmenthttps://www.pymnts.com/news/retail/2023/chewy-cfo-seeks-labor-cost-savings-via-automated-fulfillment/AICPA Says It Was Not Hacked, Refutes Reporthttps://www.cpapracticeadvisor.com/2023/01/12/aicpa-says-report-about/75816/Attackers steal AICPA emails passwords https://cybernews.com/news/attackers-steal-aicpa-emails-passwords/Connect with Ron SaharyanWebsite: https://profitfirstprofessionals.com/ LinkedIn: https://www.linkedin.com/in/ron-saharyan-3846a8/Twitter: https://twitter.com/ronsaharyanGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast ClassifiedsClient Hub - https://clienthub.app/RightTool for QuickBooks Online - https://righttool.appFederal Tax Updates podcast - https://federaltaxupdates.com/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request: info@cloudaccountingpodcast.com

In this episode clip we have Tanika Mann a professional Tax Preparer going over what might make your business a sole proprietor.  It's ok to start here but eventually, it would be wise to create a formal business structure like an LLC or CorporationThinking about starting a business but trying to figure out the best business structure? Want to learn about the different tax strategies and advantages that come with the different business structures? In this episode, we are joined by Tanika Mann from Tahj Tax Services who will give us an overview of business structures and tax strategies.Join Sinclair Theee Health Nerd and De'Von Truvel creator of Black Wall Street the Board Game as they break down business structures and tax strategies with Tanika Mann. Join Live to ask questions and participate.Book Tahj Tax serviceswww.tahjtaxservices.comJoin the Million Dollar Marriage Challenge! (Nov. 2022)https://www.milliondollarmarriagechallenge.com/Head to The M4 Show Website to Subscribe to our Email List and listen to more episodeshttps://www.them4show.com/Get Black Wall Street the Board Game for your familyhttps://www.playblackwallstreet.com/ Subscribe to receive notifications.        The M4 Show is on a mission to help 100 couples achieve a $1 Million net worth. We are looking for Melanated Married Millionaires in the Making ready to build!Head to The M4 Show Website to Subscribe to our Email List and listen to more episodeshttps://www.them4show.com/De'Von and Sinclair are Black YouTubers promoting Black Wealth. You can find our journey and thoughts on this channel or on our blog. We hope to hear your stories and learn from you as well. Let's do it together. Blessings.       https://www.them4show.com/https://www.playblackwallstreet.com/

In this episode clip we have Tanika Mann a professional Tax Preparer going over why your business needs an EIN.  Getting an EIN allows you to open up a bank account, get business credit, and more!Thinking about starting a business but trying to figure out the best business structure? Want to learn about the different tax strategies and advantages that come with the different business structures? In this episode, we are joined by Tanika Mann from Tahj Tax Services who will give us an overview of business structures and tax strategies.Join Sinclair Theee Health Nerd and De'Von Truvel creator of Black Wall Street the Board Game as they break down business structures and tax strategies with Tanika Mann. Join Live to ask questions and participate.Book Tahj Tax serviceswww.tahjtaxservices.comJoin the Million Dollar Marriage Challenge! (Nov. 2022)https://www.milliondollarmarriagechallenge.com/Head to The M4 Show Website to Subscribe to our Email List and listen to more episodeshttps://www.them4show.com/Get Black Wall Street the Board Game for your familyhttps://www.playblackwallstreet.com/ Subscribe to receive notifications.        The M4 Show is on a mission to help 100 couples achieve a $1 Million net worth. We are looking for Melanated Married Millionaires in the Making ready to build!Head to The M4 Show Website to Subscribe to our Email List and listen to more episodeshttps://www.them4show.com/De'Von and Sinclair are Black YouTubers promoting Black Wealth. You can find our journey and thoughts on this channel or on our blog. We hope to hear your stories and learn from you as well. Let's do it together. Blessings.       https://www.them4show.com/https://www.playblackwallstreet.com/

Wondering what it's like to work with a tax professional? In this episode, I continue last week's conversation about how to prepare for a stress-free tax season and invite Kenya Todd, our account manager, to lay out what it's like to work with Little Fish. Not only do we lay out what our year-round service, Tax Prep Suite, entails, but we also interview one of our clients, Nix Avant-Brown, about her experience with this service. In the interview, Nix tells us how using Tax Prep Suite helped her go from feeling beat down and completely financially disorganized to being motivated about taking control of her business finances by asking for help. Before wrapping up the episode with details on how you can sign up for Tax Prep Suite, I also answer a couple more specific tax questions.If you haven't already, check out part one of this conversation for everything you need to prepare for end-of-the-year taxes.Looking for tips, insights, and support with all your accounting needs? Then head over to  Fish Food Resource Hub! If you're ready to outsource your Accounting and/or Tax prep needs, then contact us at podcasts@littlefishaccounting.comFind us online:Website: www.littlefishaccounting.comInstagram:www.instagram.com/littlefishaccountingFacebook: www.facebook.com/littlefishacctg 

In this episode clip we have Tanika Mann a professional Tax Preparer going over tax strategies for LLC owners. Thinking about starting a business but trying to figure out the best business structure? Want to learn about the different tax strategies and advantages that come with the different business structures? In this episode, we are joined by Tanika Mann from Tahj Tax Services who will give us an overview of business structures and tax strategies.Join Sinclair Theee Health Nerd and De'Von Truvel creator of Black Wall Street the Board Game as they break down business structures and tax strategies with Tanika Mann. Join Live to ask questions and participate.Book Tahj Tax serviceswww.tahjtaxservices.comJoin the Million Dollar Marriage Challenge! (Nov. 2022)https://www.milliondollarmarriagechallenge.com/Head to The M4 Show Website to Subscribe to our Email List and listen to more episodeshttps://www.them4show.com/Get Black Wall Street the Board Game for your familyhttps://www.playblackwallstreet.com/ Subscribe to receive notifications.        The M4 Show is on a mission to help 100 couples achieve a $1 Million net worth. We are looking for Melanated Married Millionaires in the Making ready to build!Head to The M4 Show Website to Subscribe to our Email List and listen to more episodeshttps://www.them4show.com/De'Von and Sinclair are Black YouTubers promoting Black Wealth. You can find our journey and thoughts on this channel or on our blog. We hope to hear your stories and learn from you as well. Let's do it together. Blessings.       https://www.them4show.com/https://www.playblackwallstreet.com/

Each tax season has its own unique challenges. In 2022 working the 2021 tax year, I encountered several first time experiences after 20+ years of tax preparation. There were many provisions that only applied to the 2021 tax year. How I kept it all straight is truly a miracle. As I spoke to new clients and to returning clients, I come to understand how challenging the past couple years has been for them. As observations of the 2021 tax year are shared, I will be providing reminders of how the planning for 2022 is important as the rules have changed with many 2021 tax rules gone for good. As always the recommendation to work with a tax professional not just a tax preparer will be stressed to help you the taxpayer to always pay only the necessary tax.

Proper tax preparation can transform your clients' finances. As taxes impact nearly every aspect of their lives (and yours), being aware of that presence as a financial advisor can save your clients thousands of dollars every year on retirement withdrawals, keeping investments efficient, and more. So how do you decide when you should bring tax preparation in-house as a financial advisor? Jason Speciner, Director of Investment and Tax Planning and Founder at Financial Planning Fort Collins, will be joining the show to discuss the shift in his practice that he has seen since bringing tax preparation in-house and the hurdles he and his team have faced along the way.

Do you really know everything about how qualified your tax preparer is? Here's what you need to know to be safe. The post 3 Things Your Tax Preparer Won't Tell You [And Why It Matters] appeared first on The College Investor.

Here are three things your tax preparer won't tell you that you need to ask about, including experience and how they get paid.

Steph knew she wanted to have a career in the music industry, but she never knew she would end up where she is today! Join us for this conversation about how Steph's interests and jobs took her through music journalism, record label promotion, tour management, and eventually landed her where she never expected:  tax preparation, and all of the complicated pieces that artists have with that, from money management to copyright to song credits to studio session fees and more.  This knowledge and ability to advise artists led to her music management, educating students through her classes, and clients through her coaching.  Steph is a great example of someone who does incredibly important work in the artist ecosystem, without actually being the artist herself.  You can learn more from Steph on her podcast, When Songs Mean Business, here:https://podcasts.apple.com/us/podcast/when-songs-mean-business/id1592996723 

In this episode, I am joined by Erica Goode,CPA and we talk all things tax.   Erica is a seasoned financial expert and Certified Public Accountant (CPA) who possesses a wealth of knowledge from her career in public accounting at KPMG LLP in Chicago and in corporate finance at Walgreens headquarters where she led the financial planning process for a $2B division.   Her passion is helping entrepreneurs and CEOs grow the profitability of their companies, while planning for their family's personal financial future and with such a background and passion, Erica shared important aspects about tax with us.   These are: What taxes entrepreneurs should be aware of How to save for your taxes Why you need to keep all your receipts What deductions to take advantage of  How to make sure you are up to date with the deductions available to you.   We break down taxes in this episode in the simplest format, press play to listen.   Grab full show notes here   Connect with Holly Cain   Instagram Facebook   Connect with Erica Goode   Website Instagram Freebie: 6 Don't Miss Tax Deductions for Coaches LinkedIn Listen, rate, and subscribe!  

Michael Henley from Brandywine Oak Private Wealth joins Steven on the show today to talk about delivering value to clients through tax planning, including the broad spectrum of tax planning services that can be provided and the specific services Michael provides to his clients. He also gives insight into the benefits and relationship dynamics of collaborating with a tax preparer and how that works for him.

In this week's episode, Ryan and Alex discuss the difference between the job of a financial planner and tax preparer. The beer of the day is Cloud Mentality hazy IPA from 10 Barrel Brewing. If you would like to learn more about this beer, please visit their website https://10barrel.com/beer/cloud-mentality/ If you would like to learn more about Quantified Financial Partners, please visit our website www.beerandmoney.net  

Braden Drake is a law school graduate in San Diego & took and passed the bar exam. That makes him an official lawyer. After that, he got his master's degree in tax law while working for H&R Block part-time. It was a party. Then, he started a law firm, worked 1-on-1 with about 100 different creative small biz owners, and discovered that he loved teaching and empowering entrepreneurs to kick ass in business.   Braden has a handsome husband who works as a District Attorney prosecuting hate crimes in San Diego, and they have three adorable little dogs.   “We're all in this to make profit, specifically to get money into our personal bank account. I felt like that messaging was getting lost.” - Braden Drake   This Week on the Get Paid Podcast: Who shifted Branden's vision from private practice to online entrepreneurship? Tactics he uses to get new subscribers and build his audience. Braden's launch dud/profit deep freeze and the lessons he learned from it. The movie Bring It On! and Branden's summer of 2021 launch strategy. What's the Contract Vault, when will it be available, and how much does it cost? (It's so cheap!) When should an evergreen webinar be a part of your marketing strategy? How to *properly* calculate your profit, according to an Attorney and Tax Preparer. Figuring out your revenue goals in a changing online environment—I get real about my own mindset and strategic considerations. It's way trickier than you'd think. Branden's upcoming bonus course about dealing with back taxes. If you're worried, you need this. What does Branden's team look like and how to calculate the real cost of an employee.   Connect with Braden Drake: Braden Drake Unf*ck Your Biz Unf*ck Your Biz With Braden Podcast  Braden's Besties Facebook Group Braden Drake on Instagram Braden Drake on Pinterest Grab your copy of the Marketing Self-Audit Guide and figure out your Best Next Steps to get more leads! Sign up here: clairepells.com/tool/   Now it's time to GET PAID   Thanks for tuning into the Get Paid Podcast! If you enjoyed today's episode, head over to Apple Podcasts to subscribe, rate, and leave your honest review. Connect with me on Facebook, YouTube, and Instagram, visit my website for even more detailed strategies, and be sure to share your favorite episodes on social media.   Now, it's time to go get yourself paid.