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Who can you trust for your taxes? How to choose the right professional.
Season 7 Episode 35
Finding a trustworthy tax professional is crucial, especially for small business owners like Bridgette, who fear making costly mistakes with their taxes. Ralph Estep Jr. addresses common concerns about hiring tax preparers and provides valuable insights on what to look for in a qualified professional. He breaks down the different types of tax professionals, such as certified public accountants (CPAs), enrolled agents (EAs), and tax attorneys, emphasizing the importance of credentials and experience. Ralph highlights the need for transparency regarding fees and the significance of year-round availability for addressing ongoing tax concerns. With a blend of humor and practical advice, he encourages listeners to take control of their financial peace by ensuring they choose the right professional to meet their unique needs.
Check out the full podcast episode here
Podcast Timestamps:
00:00 Episode Overview
02:41 Listener Question: Finding a Trustworthy Tax Professional
04:23 Bible Verse: Proverbs 11:14
05:34 Types of Tax Professionals
13:52 Steps to Find the Right Tax Professional
25:09 Reflection Questions
26:35 Call to Action: Go to https://askralphpodcast.com/ and Book a Call With Ralph
26:57 Conclusion
Takeaways:
- Finding the right tax professional can bring you peace of mind during tax season.
- It's essential to choose a licensed tax preparer to avoid costly mistakes and penalties.
- Non-credentialed preparers may lack the expertise needed for complex tax situations.
- Always verify the credentials and experience of your tax professional before hiring them.
- Avoid tax preparers who charge based on your refund amount as it's unethical.
- Consider seeking recommendations from trusted friends or family for reliable tax professionals.
Links referenced in this episode:
- Support the Show https://askralphpodcast.com/support
- Ask Ralph Insiders Community https://mailchi.mp/askralph.com/group
- Ask Ralph Show Live https://askralphpodcast.com/live
- What is your question that you would like to ask Ralph? Send Your Question here: https://justaskralph.com/
- Join our email list and get a free copy of “Mastering Your Finances” at https://askralph.com/
Companies mentioned in this episode:
- H&R Block
- Jackson Hewitt
- Liberty Tax
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Published on 10 months, 2 weeks ago