BOOK A CALL
The Power of a Tax and Accounting Combo Team

The Power of a Tax and Accounting Combo Team

podcast tax strategy Oct 06, 2023

Today on the show, we discuss the pros and cons of using a "one-stop shop" for your accounting and tax needs in your business and how to approach shopping for these services.

 

What you’ll hear in this episode:

[1:43] What is the difference between a tax professional and an accountant?
[3:23] Why it is important to have both a tax profession and an accountant at tax time.
[10:17] What are some of the benefits of sourcing both your tax professional and accountant from the same place?
[11:26] What are some of the disadvantages of sourcing both your tax professional and accountant from the same place?

 

If you like this episode, check out:

Should You Pay Quarterly Tax Estimates?

3 Steps to Hire Your Kids the RIGHT Way

Take Advantage of an Accountable Plan in Your Business

 

Want to learn more so you can earn more?

Download the Money Pro Matchmaker tool here

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

 

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.