Mar 28 • General discussion
Tax Strategists....
Hey guys. Based on Wednesday's call we're leaning towards moving from our CPA to a tax strategist instead. I know that there were a few names on the call but has anybody used any of them personally? Or does anybody have somebody they use? I'm an absolute by-the-books person but I'm looking for someone who doesn't just take my Quickbooks numbers and input them on a tax return but someone who looks at the numbers and suggests different ways to structure our business moving forward for tax advantages. Any recommendations / references? I'm open to learning this stuff by binge listening to podcasts/videos, etc. but I'd also rather pay someone and not go down a rabbit hole....🤣
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Tax Strategists....
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