#063: Hiring a Tax Advisor | Encore Presentation
Big Picture Retirement®
Devin Carroll
4.7 • 546 Ratings
🗓️ 12 March 2018
⏱️ 44 minutes
🧾️ Download transcript
Summary
Not all accountants are created equal. Some are just document processors. They get you in, do your return and send you on your way. Advice? Ha! Others actually care enough to ask the important questions and give you guidance that improves your tax outlook. For more information, visit the show notes at http://www.bigpictureretirement.net/hiring-right-tax-advisor/
Transcript
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| 0:00.0 | The Big Picture Retirement Show does not provide specific tax, legal, or financial advice. |
| 0:05.1 | Listeners are encouraged to seek out their own advisors in these areas. |
| 0:12.6 | Hey everyone and welcome to the Big Picture Retirement Show, where we deliver insight on what you need to know for a meaningful and successful retirement. If you are planning for |
| 0:22.5 | or living in retirement, this is the show for you. I'm Devin, joined today by John Ross. Howdy. |
| 0:32.4 | Hey, everyone, John and I are still on break this week, but we want to bring you back an episode |
| 0:37.3 | that was one of our most widely listened to, and I think it's timely right now. |
| 0:41.7 | Right. It's tax season. It is tax season. And, you know, these days you've got between your online or your software tax preparation versus going to one of your retail tax preparation services. |
| 0:56.1 | Yes. |
| 0:56.5 | Out there versus your good old-fashioned CPA. |
| 1:01.0 | Yeah. |
| 1:01.4 | You know, trying to find you a tax advisor. |
| 1:04.3 | And notice that we use the term tax advisor, right? |
| 1:07.9 | Not tax preparer. |
| 1:10.7 | Software is a tax preparer. Certainly certainly it doesn't necessarily give you any advice |
| 1:15.2 | right and so of course you know devon one of the people on our facebook group there at big picture |
| 1:19.8 | retirement had made a comment they were asking a question about taxes following the death of a loved |
| 1:24.7 | one and their comment was well i know y'all are you guys are not tax Well, I'm not necessarily saying I'm a tax expert, but I do have a degree in accounting. I'm certified to practice before the United States tax court. I do have some tax knowledge. Yeah, well, and so... It sounds like some light knowledge there. You know, so, for example, in the last two years, You know, I live in Texas. Texas has outrageous property taxes. |
| 1:47.5 | Mm-hmm. knowledge there. You know, so, for example, in the last two years, you know, I live in Texas. |
| 1:44.9 | Texas has outrageous property taxes. |
| 1:48.0 | But, you know, I don't often, even though I have high property taxes, that's the property |
| 1:53.7 | tax alone is not going to get me up to the standard deduction. |
| 1:56.3 | Yeah. |
... |
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