3003: How to Find a Good Tax Preparer by Kelley Long of Financial Finesse on Money Advice

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3003: Kelley Long shares practical advice for navigating the complexities of hiring a tax professional. Whether you're a self-employed entrepreneur or have straightforward tax needs, she clarifies the roles of tax preparers, EAs, and CPAs, and offers actionable tips to ensure you find the right expert to save time, money, and stress. Read along with the original article(s) here: https://www.financialfinesse.com/2017/04/26/how-to-find-a-good-tax-preparer/ Quotes to ponder: "Pretty much anyone can call themselves a tax preparer, although the IRS has started to regulate that by requiring people who accept payment for preparing taxes to have a PTIN." "If time is money, then the money we pay our accountant to prepare and file our taxes is money well spent." "The sad fact is that there aren’t a lot of CPAs out there that actually want to do income taxes for regular families who just have jobs, kids, a house, and a few charitable donations." Episode references: Illinois CPA Society: https://www.icpas.org National Association of Enrolled Agents: https://www.naea.org Learn more about your ad choices. Visit megaphone.fm/adchoices

Om Podcasten

Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money mindfulness, she covers it all, making financial wisdom accessible to everyone. Gain not just knowledge, but also the motivation to apply it in your daily life. It's not just a source of personal finance tips; it’s a daily companion that guides you towards financial independence and savvy money management, all delivered with Diania's trademark enthusiasm and expertise. By focusing on early retirement, financial independence, and saving money, each episode provides you with the tools needed to achieve your financial goals. This podcast is designed for those passionate about personal finance, early retirement, financial independence, and saving money. It’s your go-to source for practical advice on managing your finances, saving money, and working towards early retirement. Each episode offers actionable steps to foster financial independence and secure your financial future. Listen now, and become an OLD friend--your optimal life awaits...