The Money with Katie Show Rich Girl Roundup: Is It Time to Move to a CPA? (Featuring a CPA!)
Jan 1, 2024
Tim Steffen, a CFP, CPA, and CPWA at Baird Wealth, joins the Rich Girl Roundup to discuss whether you should move to a CPA. They cover when to hire a CPA, finding the right one, and understanding fees. Topics include transitioning from TurboTax, hiring a CPA for tax preparation, finding a CPA for your financial needs, and the importance of a CPA for complex taxes.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Transitioning from TurboTax to Hiring a CPA
02:12 • 4min
Hiring a CPA for Tax Preparation and Finding the Right Professional
06:32 • 6min
Finding the Right CPA for Your Financial Needs
12:11 • 9min
The Importance of a CPA for Complex Taxes and Understanding K1 and Schedule C Forms
21:26 • 2min