CPA – Red Carpet Retirement™

How To Choose A Great CPA (Ep. 11)

By Red-Carpet-Retirement | June 13, 2023

Why did the CPA cross the road?

To get to the other side of the balance sheet.

In this episode, Adam sheds light on a crucial topic that concerns many individuals and businesses: how to find a GREAT CPA. Adam discusses the questions you should be asking and takes you through eight essential steps that will help you identify and select the right tax professional for you.

Adam discusses:

The 8 steps you should take to find a great CPA
Why it’s difficult to find a great CPA
Why price shouldn’t be your first priority.
How to judge their technical expertise
What credentials to look for in a good CPA
Why you should know which of the 4 different levels of philosophy your CPA falls under
The importance of asking your CPA about their contingency plan
And more

Resources:

Wall Street Journal: Influencers Go Big on Tax Write-Offs
The Top 8 Tax Oversights That CPAs And Their Clients Make (Ep. 6)

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The Top 8 Tax Oversights That CPAs And Their Clients Make (Ep. 6)

By Red-Carpet-Retirement | January 17, 2023

Taxes are something everyone could save money on by properly implementing tax strategies, but many of those strategies can easily be overlooked.

In this episode, Adam highlights the top 8 tax oversights CPAs and clients make. He explains how these overlooked strategies can save clients tons of money unnecessarily spent on taxes and he emphasizes the importance of having tax returns double-checked by a financial advisor before submitting them.