What is a Tax Advisor?

Tax Tips in 10 or Less Ep. 39 What to Expect From a Tax Advisor Get your journey off to a great start with our financial resources: https://bit.ly/3KtDakn Meet with Us: https://bit.ly/4nVPWGD "Would you say there's a difference between a tax advisor and tax preparer?" Host Dean Barber asks CPA Marty James this critical question to kick off the show. The answer might change how you approach your finances forever. While a tax preparer handles compliance by looking at what's already happened , a true tax advisor proactively looks at your entire financial picture to legally reduce your income taxes over your lifetime. This episode breaks down exactly what you should expect from a tax advisory relationship and why it's about so much more than just filing a return. Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Tax Reduction Strategies: https://bit.ly/46ZcyQV Retirement Checklist: https://bit.ly/4mMJSPU #TaxTips #TaxPlanning #TaxPlan _______________________________________________________________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.