Choosing a Tax Pro Thata

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You have the right to shop around for a tax pro thata. understands your industry, your business and has a similar risk tolerance is you. And most importantly, understands your goals and is willing to anchor decisions back to those goals. Sometimes they have to really listen and understand, well, we want to minimize taxes, but i also want to contribute the to my retirement account. What does that mean for how we are presenting our taxes this year? It's not just from the lens of itemize this, itemize this and get out the door.

Shannon Weinstein is a CPA, coach and mentor for growth-minded small business owners. Her company, Fitnancial Solutions, offers fractional CFO and tax strategy services delivered from the heart of a teacher.

Top 3 Value Bombs:

1. Hire a pro who’ll teach you how to implement and execute this strategies. Have somebody to coach you through. Find someone to co-author the story of your money with you during the year, and not just publish the manuscript that you write.

2. Make sure that the tax professional is a good match for you. You have to invest in engaging with that person and making sure you’re part of the conversation and decision-making. No one will care for your business more than you do as an entrepreneur.

3. Tax strategy is about playing to win the game and build wealth.

Listen to Shannon’s Podcast - Keep What You Earn on Google Podcast

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