Do You Need A Tax Preparer Or A Tax Consultant?

Leading up to tax season, most (hopefully) set up an appointment to prepare and file their tax returns. Good for you. With the speed and convenience of retail franchises and tax specialists, most people don't have to worry too much about where and how to get their tax returns before the filing deadline. However, some are afraid of the tax season because:

  • They have more than one source of money as if they had a two-income household;

  • They run a business;

  • They make a lot of money;

  • They have more than one type of income such as wages, additional income, retirement income, or even capital income;

  • They have personal or business assets that they may have sold or distributed throughout the year

So … what are these people doing? Better yet, which one is better: tax advisor or tax advisor? Let's discuss …

Trustworthy advisor

While most builders are reliable, most are available during the tax season. For those who work in individual tax deductions, they work part-time and have limited availability outside of their tax preparation time. 

Tax advisors are usually available year-round because tax preparation and advice is their full-time job. 

Another benefit of year-round availability is that you can consult a tax advisor about transactions for which you may be paying too much or too little in tax.

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