I always relied on a CPA for tax filing, but lately I keep hearing about working with a tax planning advisor.
I’m not sure if there’s a real difference or if it’s mostly the same service with a different title. For anyone who has used one, did it actually help with strategy, savings, or long term planning?
Has anyone used a tax planning advisor instead of only a CPA?
byu/Forsaken_Trash_4950 intax
Posted by Forsaken_Trash_4950
3 Comments
A CPA can be a tax planning advisor and a tax preparer. Some are just preparers only. Some tax planners can prepare taxes too. You just have to look There are many out there.
“Tax planning advisor” is something any tax pro, anyone really, can call themself. It’s a marketing gimmick to distinguish yourself from every other tax pro out there. Can they really add value? Depends on the taxpayer, depends on the tax pro. If you are a wage earner, even a highly paid one, tax reduction opportunities are limited. Temper your expectations, and caveat emptor.
Nonsense