Trust your gut because you probably are.
If your CPA is just filing basic returns, and only talking to you when it’s time to file, you’re probably missing out on significant tax savings.
Here's what might have been overlooked:
- Hidden industry-specific deductions
- Missed tax credit opportunities
- Strategic entity structuring
- Tax law changes in OBBB
- Investments that result in tax savings
We've all been there — the sleepless nights, the stressful feeling you're overpaying but not knowing how to fix it, and who to ask about it.
Your tax advisor should work with you throughout the year so you pay the least amount in tax, not just when it’s time to file.
The right tool can help your CPA put a stop to those sleepless nights.
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