Most CPAs have a blind spot.
It's not that they're bad at their job.
They're great at compliance.
Filing returns.
Meeting deadlines.
Keeping you out of trouble with the IRS.
But compliance is not the same as tax planning.
Filing an accurate return doesn't mean you're paying the least amount legally owed.
It just means you're paying what the forms say based on the information provided.
The blind spot? They don't look for what's missing.
They don't ask, "What strategies didn't we implement this year?"
They don't calculate, "How much could we have saved if we'd planned?"
They don't suggest, "Here's what we should do differently next year."
Tax preparation looks backwards.
Tax planning looks forward.
The tax code is designed to reward business investment — if you know how to use it.
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