• #198 - When Should You Move from DIY Taxes to a CPA?

  • 2025/04/09
  • 再生時間: 33 分
  • ポッドキャスト

#198 - When Should You Move from DIY Taxes to a CPA?

  • サマリー

  • In this episode of Horizon Advisers Unleashed, Alex Dinser and Andrew Hinrichs dive into a critical question many taxpayers face: When is it time to stop doing your own taxes and hire a CPA? They break down key signs that indicate you might need professional tax help, from increasing income and complex investments to running a business or dealing with major life changes.

    Alex and Andrew also explore how a CPA can help optimize deductions, navigate tax law changes, and provide strategic tax planning beyond just filing a return. Whether you’re a W-2 employee, a business owner, or someone juggling multiple income streams, this episode will help you decide if it’s time to level up your tax strategy.

    Tune in for practical insights and expert advice to make sure you’re maximizing your financial potential!

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あらすじ・解説

In this episode of Horizon Advisers Unleashed, Alex Dinser and Andrew Hinrichs dive into a critical question many taxpayers face: When is it time to stop doing your own taxes and hire a CPA? They break down key signs that indicate you might need professional tax help, from increasing income and complex investments to running a business or dealing with major life changes.

Alex and Andrew also explore how a CPA can help optimize deductions, navigate tax law changes, and provide strategic tax planning beyond just filing a return. Whether you’re a W-2 employee, a business owner, or someone juggling multiple income streams, this episode will help you decide if it’s time to level up your tax strategy.

Tune in for practical insights and expert advice to make sure you’re maximizing your financial potential!

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