EP 67 - How to Find the Right Tax Strategist without Overpaying

The Mark Perlberg CPA Podcast

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Can the right tax strategist transform your financial future? Join us as we uncover the essential steps to finding a competent tax planner who can navigate the complexities of your finances—from real estate to investments and estate planning—without costing you a fortune. We’ll guide you through the critical process of due diligence and explain why recommendations from peers with similar financial situations can be invaluable. Discover how to evaluate potential tax planners based on their communication skills, proactive approach, and track record with clients resembling your profile.
For elite entrepreneurs, the choice between a compliance-focused firm and a strategy-focused one could make a significant impact on your bottom line. While the latter may come with higher fees, the sophisticated, value-added strategies they offer can translate into substantial tax savings. We'll provide practical advice to avoid overpaying for professional services while securing top-quality tax planning. Tune in for actionable insights on vetting the right tax strategist to maximize your tax savings and streamline your financial health. For more in-depth guidance, visit www.prosperlcpacom.

Chapters

1. Choosing the Right Tax Strategist (00:00:00)

2. Maximizing Tax Savings With Strategic Choices (00:12:28)