Rich Girl Roundup: Is It Time to Move to a CPA? (Featuring a CPA!)
The Money with Katie Show
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Finding the Right CPA for Your Financial Needs
This chapter emphasizes the importance of finding a CPA who is familiar with your specific financial situation and can provide the necessary support for your needs, whether it's tax filing assistance or ongoing financial management. It also discusses the value provided by a CPA and how to evaluate it relative to the fees charged. Additionally, the chapter explores the roles and expectations of a CPA, CFP, and full-service financial planner.
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