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Optimal Relationships Daily - Dating, Marriage & Parenting
2088: How to Find a Good Tax Preparer by Kelley Long of Financial Finesse on CPA, EA & Tax Planning
Mar 3, 2024
10:58
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Explore how to find a good tax preparer for your financial needs, whether it's a CPA, EA, or tax preparer. Learn the benefits of working with independent CPAs or small firms for efficient tax management.
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Quick takeaways
- Consider your tax complexity to choose between a tax preparer, EA, or CPA.
- Look for specialized professionals like CPAs with PFS credentials for optimized tax planning.
Deep dives
How to Choose Between a Tax Preparer, an EA, or a CPA
Decide if you need a tax preparer, an EA, or a CPA based on your tax complexity. A tax preparer can tackle simpler tax situations, while an EA is well-versed in common tax issues and authorized by the IRS. A CPA has a deeper knowledge base, especially in personal finance matters, and can handle more complex tax scenarios.
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