1430: How to Find a Good Tax Preparer by Kelley Long of Financial Finesse on Preparing Taxes

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🗓️ 7 February 2021

⏱️ 10 minutes

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Summary

Kelley Long with Financial Finesse tells us how to find a good tax preparer. Episode 1430: How to Find a Good Tax Preparer by Kelley Long of Financial Finesse on Preparing Taxes After years in the financial services industry, Liz Davidson became disgusted with how many people were being sold financial products and services that were not in their best interest. She decided there had to be a better way to provide people from all walks of life with truly unbiased financial guidance--designed to line their pockets, not their financial advisor’s. This is the story of Financial Finesse and how they give employees and employers unbiased financial wellness as an employee benefit. They help your employees maximize their compensation and benefits by making better financial decisions. You become a partner in their financial security and reap the benefits of a financially healthy workforce. They’ve helped hundreds of thousands of employees change their lives. The original post is located here: https://www.financialfinesse.com/2017/04/26/how-to-find-a-good-tax-preparer/ Please Rate & Review the Show! Visit Me Online at OLDPodcast.com and in The O.L.D. Facebook Group Join the Ol' Family to get your Free Gifts and join our online community: OLDPodcast.com/group Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This is Optimal Finance Daily episode 1430, how to find a good tax preparer by Kelly Long
0:07.1	with financialfinesse.com. And I'm your host and personal finance enthusiast, Diana Mariam.
0:13.6	This is a show where I reach you from the best personal finance blogs on the web
0:17.8	with the author's permission of course. And before we get to it, have you subscribed to our
0:22.7	other podcasts? We cover personal development and minimalism, health relationships,
0:27.9	entrepreneurship and life advice on the other shows. Just search for Optimal Living Daily wherever
0:33.3	you get your podcasts to find them. But for now, let's get right to it and start optimizing your life.
0:43.3	How to find a good tax preparer by Kelly Long with financialfinesse.com
0:50.0	As a CPA who used to actually prepare taxes for other people, many are often surprised to learn
0:56.1	that I no longer even prepare my own income taxes. The first year my husband and I were married,
1:02.0	I spent the better part of a spring Saturday, inputting all of our stuff into the online software,
1:07.6	and resolved after that to outsource that task to a real pro going forward.
1:13.1	When I was single and had just a W2 student loan interest and a deposit to my IRA,
1:18.8	my taxes were simple and it took me less than an hour to get them filed. But our taxes are much
1:24.4	more extensive these days. My husband is an independent contractor, so he's considered self-employed.
1:30.8	We make several trips to Goodwill each year to drop stuff off which requires an entry for each
1:36.0	and every trip, and I have income from a moonlight gig as a fitness instructor and writing the weekly
1:41.9	savings tip for Feed the Pig. Not to mention that my husband has a brokerage account where he likes
1:47.5	to play the market a little bit, with money we can afford to lose, which some years means a dozen
1:53.1	or more entries for capital gains and losses. If time is money, then the money we pay are
1:58.8	accountant to prepare and file our taxes is money well spent. If you're in the same boat or find
2:04.9	yourself in a new tax complexity that isn't as easily handled by the tax software available to
	...

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